The workshop flow, end to end
You will be able to: Name the nine steps of the job flow and the two optional ones; Read the nine job states and what each one means; Explain why the job state follows the documents.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Zeyto Garage Pro follows one car from the front desk to the gate on a single job card. The job card carries a number such as JC-00023, and everything else hangs off it: the estimate, the customer's approval, any advance, the work, the invoice, the payment and the gate pass. At every stage the job card shows one clear next step, so a new advisor never has to guess what comes next.
The nine steps
- Check-in: register the car, the customer and what is wrong, in one form.
- Estimate: add services and parts, then save the estimate. The customer gets a numbered quote.
- Advance (optional): take part of the money before the work starts.
- Approval: the customer says yes, with the proof your shop requires.
- Work: technicians are allocated, clock their time and mark lines done.
- Proforma (optional): give a proforma invoice if the customer asks for one.
- Invoice: make the VAT invoice from the approved work. Any advance is taken off.
- Payment: cash, card, bank transfer, payment link or a dated cheque. Part payments are fine.
- Hand over: release the car with a gate pass.
The job states
| State shown | What it means | Moves on when |
|---|---|---|
| Check-in | The car is received and the estimate is being built | The customer approves work |
| Non Approved | An estimate is out and the customer has not said yes | The customer approves work |
| Approved | The customer approved at least one line | Someone presses Start work |
| Approved Hold | Paused with a reason, for example waiting for parts | Someone presses Resume work |
| WIP | Work in progress on the floor | Someone presses Work finished |
| Work Completed | The work is done; the job lock applies | The invoice is posted |
| Invoiced | A live tax invoice exists | The car is released |
| Delivered | The car has left on a gate pass | Nothing: the job is closed |
| Cancelled | The job was cancelled with a reason | Nothing: the job is closed |
State follows documents
The rule behind the whole product is that a job's state must never disagree with its documents. You cannot mark a job Approved when the customer has approved nothing. A job becomes Invoiced by itself when its invoice is posted, not because someone pressed a button. A job with a live invoice cannot simply be cancelled; the invoice is corrected first. When a button is dimmed, the screen gives a plain sentence saying why.
Try it in the demo
- Open the public Garage demo at https://garage.zeyto.app (linked from the Zeyto Garage Pro page on zeyto.app). It uses made-up customers and cars.
- Open Job Center and look at the row of status tiles. Match each tile word to the table above.
- Open any job card and find the next-step button in the header and the nine-step bar. Note which step is marked as current.
- Hover or tap a dimmed button and read the sentence that explains why it is not available.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- One job card carries the whole story of a car, from check-in to gate pass.
- Advance and Proforma are the only optional steps.
- Approved needs a customer yes; Invoiced needs a posted invoice; the state follows the documents.
- A dimmed button always comes with a plain sentence saying why.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.