Do orders move across the board automatically?

Yes, at the moments that matter: sending an estimate moves the order to Estimate Sent, and a full customer approval advances it to Approved. Your team moves jobs through the working stages as the shop actually progresses.

What stages does the board have?

Estimates, Waiting For Approval, Approved, In Progress, and Invoices. Each column loads more as you scroll, and invoice cards show the due date and payment term at a glance.

Can mechanics see customer details or prices?

Only if you want them to. The mechanic role hides customer contact details and financials. Techs see the jobs, the items, and what needs doing.

Can I assign one job to several technicians?

Yes. Assignment works at the service level and at the line-item level, so two techs can split the same order cleanly, with bulk assignment when you dispatch the morning.

Workflow

Every job on the board.
Nothing in your head.

The workflow board shows every order in its real stage, from first estimate to open invoice, and cards move themselves when customers approve or jobs complete.

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Workflow

8 open orders

Estimates

EST-1045

Passat

EST-1046

Astra

EST-1047

Yaris

Approval

EST-1042

Civic LX

1 pending

EST-1044

Golf GTI

In progress

RO-1040

F-150

RO-1041

Corolla

Invoices

INV-2031

Model 3

Due Jul 22

The Civic moves to In Progress the moment Jordan Khan authorizes — no one drags it, and no one phones to ask.

Booked appointments become orders, approved orders become jobs, completed jobs become invoices. The board carries them the whole way.

SchedulingWorkflowPayments & Invoicing

Assign work down to the line item.

Give a whole service to one tech or split line items across the team, in bulk if you like. Techs mark items complete as they go, so the front desk never has to walk to the bay to ask.

Technician assignment per service or per line item, with bulk assign
Line items check off as complete, so progress is visible from the office
Waiting For Approval cards show how many authorizations are pending

RO-1041 · Corolla

3 of 5 complete

Timing belt service

Assign all

Timing belt & tensionerMG

Water pumpMG

Coolant flushTS

Serpentine beltTS

Road testMG

Cabin filter replacement

Whole serviceTS

1 pendingWaiting for approval on EST-1042on the card

Techs tick items off in the bay; the front desk sees it from the office.

The order is the single source of truth.

Services, inspections, the customer conversation, notes and the invoice are all tabs on the same order, next to a sidebar with the customer and vehicle. The activity timeline records everything that happened, and when.

Tabs for services, inspections, summary and notes on every order
Customer conversation thread opens right on the order
Full activity timeline: sends, approvals, status changes, edits

Order RO-1040 · F-150

In progress

ServicesInspectionMessagesInvoiceNotes

Activity

Estimate sent to the customer9:24

Estimate approved & signed9:31

Moved to In Progress9:31

2 findings requested10:04

Line item edited by MG11:16

Parts reserved from stock11:20

Messages

Brakes are done. Photos are on the inspection.

Perfect, I'll swing by at 5. Thank you!

Customer

Vehicle

Ford F-150

Totals

€1,041.24

Cmd+K to any car, customer, or order.

Global search jumps you to the right order, vehicle, or customer from anywhere. Roles keep it tidy: owners and managers see everything, mechanics see the work, not customer contact details or your financials.

Global search across orders, customers, and vehicles
Owner, manager, and mechanic roles enforced across the app
Duplicate, archive, or delete orders, with role-gated permissions

civic⌘K

OrderEST-1042 · Civic LXWaiting for approval

OrderRO-1040 · F-150In progress

VehicleHonda Civic LX42,300 km · 1 owner

CustomerJordan Khan2 vehicles · 6 orders

AGOwnerEverything, including financials and settings

LCManagerOrders, customers, reports

MGMechanicThe work, not contact details or moneysigned in

Next to this, in the same flow.

The two features this one takes from or hands on to, and what actually crosses between them.

Comes in from

SchedulingA confirmed booking arrives as a card in the lane you set, with the customer and the vehicle already on it.

Hands off to

Payments & InvoicingDragging the card into an invoicing lane raises the invoice, off the same counter and under the same number.

All eleven features

Common questions.

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Every job on the board.Nothing in your head.