Module 31 · Foundation · 6 lessons · about 45 min

Garage fundamentals: the workshop flow and setup

Follow one car from check-in to gate pass, learn the roles, and set up the company, VAT, catalogue, technicians and users in Zeyto Garage Pro.

What you will be able to do

  • Name the nine steps of the Zeyto Garage Pro job flow and say which two are optional
  • Match each job state (Check-in, Non Approved, Approved, Approved Hold, WIP, Work Completed, Invoiced, Delivered, Cancelled) to the work it stands for
  • Explain why a job's state follows its documents and never the other way round
  • Say what each seeded role can and cannot see, and why technicians never see prices
  • Run the eight-step setup guide, including the 15-digit TRN and the Not VAT registered choice
  • Build a services and parts catalogue and link technicians to user logins

Lessons

  1. 1. The workshop flow, end to end 8 min
  2. 2. Roles and who sees what 7 min
  3. 3. The setup guide: company, VAT and labour rates 8 min
  4. 4. Building the services and parts catalogue 8 min
  5. 5. Technicians, users and logins 7 min
  6. 6. Workshop rules you choose 7 min

Practice quiz (26 questions)Printable study sheet