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Job Management

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Written by Ishara Gooneratne
Updated yesterday

Creating a New Job

Step 1: Access Job Creation

  • From Dashboard, click "New Job" or "+" button

  • Or from Customers β†’ Select customer β†’ Add Job

Step 2: Select Customer

  • Search for existing customer

  • Or create new customer on the fly

  • Enter customer phone number for SMS notifications

Step 3: Select Vehicle

  • Choose from customer's registered vehicles

  • Or add new vehicle to customer profile

  • Confirm vehicle details (make, model, color, license plate)

Step 4: Select Service

  • Choose service package

  • Service price auto-fills

  • Can modify price if needed (manager approval)

  • Tax automatically calculated and shown

Step 5: Assign Operator

  • Select operator who will handle this job

  • Can be changed later if needed

Step 6: Assign Branch

  • Select branch where service will be performed

  • Affects service timeline and staff availability

Step 7: Review & Create

  • Verify all details

  • Click "Create Job"

  • Job is now in "Waiting in Line" status

Job ID is automatically generated for tracking.

Job Status Workflow

Job Status Progression:

1. WAITING IN LINE

  • Job created, awaiting operator

  • Timestamp recorded

  • SMS sent to customer (optional)

2. IN PROGRESS

  • Operator has started service

  • Service steps can be marked complete

  • Timestamp recorded

3. READY FOR PICKUP

  • Service completed

  • SMS sent to customer with pickup notification

  • SMS includes review link for customer feedback

4. PICKED UP

  • Customer has collected vehicle

  • SMS sent with review request

  • Job ready for payment processing

Status Update Rules:

  • Can only move forward in workflow

  • Each transition records timestamp

  • Cannot skip statuses

  • Operator records service step completion times

Editing a Job

To Edit a Job:

From Job Card:

  1. Click edit icon (pencil) on job card

  2. Edit Modal opens

Editable Fields:

  • Service package (select different package)

  • Price (if manager-approved)

  • Job notes/comments

Service Steps:

  • Mark service steps as complete

  • Record completion timestamps

  • Add notes for each step

Cancel Job:

  • Requires confirmation

  • Records cancellation reason

  • Job moves to CANCELLED status

  • Cannot be reversed

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