Module 32 · Core · 8 min read
The one-form check-in
You will be able to: Complete a check-in on the single form; Use the Details, Existing damages, Photos and Insurance tabs; Recognise the warnings the form gives.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Check-in is one form on one pane. There is no wizard and no pop-up that interrupts the advisor. The same form is used later to edit the check-in from the job card header. A sticky bar at the bottom holds the Save check-in button, and whatever is missing or refused is written in words beside it.
What is on the form
- Customer: mobile and name. A found car fills them in; you can type another name or search customers.
- Car: a grid whose first boxes are Plate no. and VIN or chassis no., then make, model, year, colour, odometer and body type. The plate box searches every car; the customer's own cars come first as one-tap chips. A new plate shows one calm line: the car will be saved with this check-in.
- Customer complaints: tap the common complaints, or type one in the customer's words on each line.
- Details: fuel level, who received the car (empty means you), bay, promised delivery, a manual reference number, and LPO number and date for fleet jobs.
The tabs
- Existing damages: a walk-around where you record where and what before work starts. It protects the workshop and the customer.
- Photos: add pictures of the car as it arrives.
- Insurance: choose Private, where the customer pays, or Insurance claim. A claim asks for the insurance company, claim number, policy number, police report number, accident date and the customer's excess.
Warnings you will meet
- This car already has an open job: the form shows the job number with an Open it link, so you do not start a second job card for the same car.
- A customer with this mobile already exists: use it instead of duplicating.
- The odometer is lower than the last reading: it is flagged so a wrong entry is noticed.
- A car back soon after delivery: the warranty panel asks whether this is a comeback, using the warranty days setting.
TipIf the browser closes before you press Save, the form restores your unsaved check-in the next time you open it. Nothing is created until you save, and the save is duplicate-safe: pressing it twice does not make two jobs.
A two-minute check-inA customer rings from the car park. Hassan opens New job, types the mobile, taps the Corolla chip, enters 84,200 km, taps Brake noise and Oil change in the complaints grid, selects Bay 2, sets promised delivery for 5 pm and presses Save check-in. The job card JC-00023 is created in the Check-in state. The customer's name, car and complaints are already on it, so Hassan goes straight to adding the work.
Try it in the demo
- Open the Garage demo at https://garage.zeyto.app and press the New job or Check-in button.
- Type a plate or pick one of the demo cars and note how the customer and last visit fill in.
- Open the Existing damages and Insurance tabs and read their fields. Leave without saving on the shared demo, or save one test job if the demo allows.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
Key takeaways
- Check-in is a single form: no wizard and no pop-up creating records.
- Plate and VIN are the first boxes of the car grid; the plate box searches all cars.
- A new customer or car is created automatically when you save.
- The form warns about an open job on the same car and about a lower odometer.
Check yourself
4 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.
1. How many forms or wizard pages does a check-in take?
2. In the check-in car grid, which boxes come first?
3. Which of these appear as tabs on the check-in form?
Select all that apply.