Getting Started with Pistonlog

Set up your account, explore the dashboard, and create your first jobcard

OwnerManagerReceptionTechnician

This guide walks you through setting up your account and getting familiar with Pistonlog. You'll be up and running in about five minutes.

Creating your account

Sign up

Head to the sign-up page and enter your name, email address, a password, and your company name (plus an optional name for your first workshop).

Verify your email

Check your inbox for a verification email and click the link. You'll be taken straight into the app.

Complete the onboarding wizard

The wizard walks you through your company and workshop details, pricing defaults, optionally inviting team members, workflow statuses, opening hours, and choosing a plan.

Home

When you log in, you land on Home. It's the assistant page: a box asking "What do you want to work on next?" where you type a question in plain English, with a few suggested prompts underneath to get you going ("what's booked in tomorrow?", "show me unpaid invoices"). Ask it something and it opens a conversation.

Early on, Home also carries a Next steps checklist of the setup jobs you haven't done yet, each linking straight to the page that finishes it. Once you're set up those disappear and the page is just the assistant and a row of figures for the day.

Home is the first page you see: a quick stats strip, the assistant composer and suggested questions, and your Next steps checklist.

The workflow board

Open Workflow from the sidebar for your workshop at a glance:

  • Kanban board — all jobcards organised by status, drag between columns to update
  • Calendar — upcoming appointments across the garage, on its own page in the sidebar
The Workflow board, one column per status.

The sidebar itself is in three parts: the top holds Home, My Work, Messages and the Diagnostic Library; the Workshop group holds Workflow, Calendar, Estimates, Invoices and Reviews; the Records group holds Jobcards, Customers, Businesses, Vehicles and Parts. Workshop Settings sits at the bottom. You only see the entries your role has permission for, so a shorter sidebar than the one described here is normal.

Creating your first jobcard

A jobcard is a work order — every repair, service, or inspection starts with one.

Click New Jobcard

From the sidebar, open Records and click Jobcards, then New Jobcard in the top-right corner.

Add a vehicle

Start typing in the Vehicle field to search by registration. If it's new, click New +.

Add a customer

Start typing in the Customer field. Select an existing customer or click New + to create one.

Set an appointment date

Pick the date the vehicle is expected in. This shows on the calendar for the whole team.

Auto-title

Leave the title blank and Pistonlog auto-generates one from the descriptions of the jobs you add to the card, keeping it in sync as jobs change.

The Get started checklist in the top bar tracks your first customer, vehicle, jobcard and printout.

Inviting your team

Invite your team from Workshop Settings → Team. Enter their email and choose a role:

  • Manager — full access to everything
  • Reception — front-desk: bookings, customers, payments, communications
  • Technician — workshop floor: assigned jobcards, inspections, parts
  • Accountant — an outside bookkeeper. Financial reports and nothing else: no jobcards, no customers, so customer contact details are out of reach by construction

For the full picture see Inviting your team.

Next steps

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