This is the most common workflow in a garage: a car is booked in (often the day before or that morning), gets worked on, you record what was done, and you invoice the customer. No estimate, no quote — just straight-through work.
What you'll do
Create the jobcard at booking time
From Jobcards → New Jobcard, set the customer, vehicle, and an appointment date. The status will default to Booked In — the default seeded first status in the workflow.
Add jobs in advance (optional)
If you know what work the customer wants, add the jobs now with their labour and parts. If you don't know yet, leave them empty — you'll add them when the car arrives. You can also pull from a saved job template.
Move to In Progress when work starts
On the morning the car comes in, drag the card on the workflow board from Booked In to In Progress. This is also where you'd reassign the jobcard to whichever technician will be doing the work.
Add work as it's done
As the technician completes jobs, they tick them off. Comments, recommendations, and inspections all land on the same jobcard while the work is happening.
Move to a completion status
When the car is done, drag the jobcard to a status flagged as "Completed status" in your settings (see Jobcard statuses). The status name is up to you — what makes it a completion status is the isCompleted toggle on the status itself.
Record final details
Update the Mileage Out on the jobcard, set any next-service / next-MOT / next-belt reminder intervals on the relevant jobs, and record a payment if the customer paid in person. These are separate actions on the jobcard, not a single popup that fires on status change.
Print or email the invoice
Click Print to produce the customer invoice — or use the Square email link to send a payment link by email or SMS instead of a paper invoice.
No estimate? Skip it
Not every job needs a quote. If the customer has already agreed to the work or it's a repeat regular, go straight to a live jobcard at Booked In. Use the estimate workflow only when you need their approval before starting.
What gets created along the way
A single jobcard, with however many jobs, parts, labour lines and inspections you record. No separate invoice document — the jobcard is the invoice once you issue it. See Invoices.
Related
- Workflow board
- Estimate → Invoice — when you need a quote first
- Take a payment