Module 32 · Core · 6 lessons · about 49 min

Check-in, estimates, approvals and job cards

Register cars and owners, check a car in on one form, build estimates, record approval with proof, run job cards and read every job state.

What you will be able to do

  • Create vehicle and owner records the way the system expects, without duplicates
  • Check a car in on the single check-in form, with plate or VIN as the car's key
  • Build and save an estimate and handle extra work with an extra quote or an additional work voucher
  • Set and use the approval proof policy: signature, code, photo or approval link
  • Allocate technicians, clock time and finish work line by line
  • State which actions each job state allows, and handle holds, advances, reopening and cancellation

Lessons

  1. 1. Vehicle and owner records 7 min
  2. 2. The one-form check-in 8 min
  3. 3. Estimates and extra work 8 min
  4. 4. Customer approval and its proof 9 min
  5. 5. Job cards, technicians and the clock 8 min
  6. 6. States, holds, advances and changes 9 min

Practice quiz (26 questions)Printable study sheet