Daily Workflows
End-to-end recipes for the work you do every day
Estimate to Invoice
The complete workflow — from creating an estimate to printing the final invoice
Booking → In Progress → Completed → Invoice
The straight-through workflow for a car booked in, worked on, finished, and invoiced — without an estimate stage
Jobcard with new customer and vehicle in one go
First-time customer rolls up with an unknown car — how to capture all three records in one create flow
Run an inspection and use the results on the job
Start, fill and complete an inspection on a live jobcard — and use Rectified to flag parts as used
Quoting from a saved job template
Skip retyping labour and parts every quote — build templates once and reuse them with one click
Taking a payment (Square + manual)
Square's four payment methods plus manual cash/cheque/bank — and how the two systems coexist
Send a customer feedback request
After the work is done, send a feedback request by email, SMS, or both
Set up automated MOT and service reminders end-to-end
Configure a reminder template once and Pistonlog texts and emails customers automatically when their MOT or service is due
Handling a fleet job (business account vs private)
Trade and fleet customers work differently — single contact across many vehicles, consolidated invoicing, fleet-level reminders