The inspector panel is a side panel that slides open next to your main content. It gives you a quick view of a jobcard's details, the vehicle, and the customer — without navigating away from whatever you're working on.
It's available across the app: the workflow board, the calendar, the team view, messages, and the jobcard page itself.
Opening the Inspector
There are several ways to open the panel:
- Click one of the detail lines on a kanban card — the title, the customer name, the registration, or the appointment chip. Each one opens the panel on the matching tab, so clicking the registration lands you on Vehicle and clicking the appointment chip opens the Appointments section
- Click an appointment on the calendar
- Click a card on the team view
- Open a jobcard and the panel opens automatically alongside the jobcard page
- Click the Inspector button in the top bar to toggle it open or closed
The panel remembers the last jobcard you viewed, so toggling it back open picks up where you left off.
Clicking the card itself opens the jobcard
Clicking anywhere else on a kanban card — the body, the reference badge, the empty space — navigates to the full jobcard page rather than opening the panel. The same goes for rows in the Jobcards list: they always navigate. If you want a quick look without leaving the board, click one of the detail lines.
On mobile, the inspector opens as a bottom sheet covering most of the screen. It's a fixed height, so there's nothing to drag: swipe down or tap outside to close it.
The Three Tabs
The inspector has three tabs across the top: Jobcard, Vehicle, and Customer. Each shows different information about the selected jobcard.
The panel opens on the Vehicle tab by default. You can pick a different default tab from User Preferences (under your profile menu in the top bar).
Jobcard Tab
A summary of the work order:
- Status — change the jobcard status directly from the dropdown without opening the full jobcard
- Reference and title — the jobcard reference number and name
- Assigned to — who's working on it
- Mileage in/out — odometer readings
- Notes and comments — any notes added to the jobcard
Below that, expandable sections show:
- Current Jobs — each job with its description, authorisation status, price, and parts list. You can update part order statuses inline
- Inspections (n) — any inspection submissions linked to this jobcard, with the count in the section header
- Appointments — scheduled dates, with the option to edit or add new ones
- Invoice Tracking — mark the invoice as sent or followed up (payment recording itself lives on the invoice; see the jobcard's Invoices tab)
Live price updates
If you're editing a jobcard and have the inspector open at the same time, the totals in the panel update in real time as you change prices — even before you save.
Vehicle Tab
Everything about the car:
- Registration — displayed prominently at the top
- Make, model, year, colour, fuel type, engine size
- MOT due date — colour-coded red if overdue, orange if due soon. "Due soon" means within 60 days by default; change it under Workshop Settings → MOT Refresh → MOT due warning. Click Refresh (or Look up when there is no date yet) to pull the latest data from the DVSA
- Mileage — editable here; it saves to the jobcard's mileage-in and shows the last known reading from previous visits
Expandable sections include:
- Vehicle Specs — editable spec fields configured by your garage (e.g. engine size, fuel type, tyre pressure). Changes save automatically
- Inspections (n) — inspection history from other jobcards for this vehicle, going back 13 months by default
- Previous Jobs — past jobcards for this vehicle with their job lists, so you can see what was done before
Previous work at a glance
The vehicle tab is particularly useful during diagnostics. You can see what parts were fitted last time, when the last service was, and what inspections were carried out — all without leaving the current jobcard.
Customer Tab
Contact details for the vehicle owner:
- Name
- Phone number
- Open Customer button to jump to the full customer record
The customer tab is only visible to users with permission to view customer records.
Navigating to Full Details
Each tab has an Open button that takes you to the full detail page for that entity:
- Jobcard tab → full jobcard page
- Vehicle tab → full vehicle record
- Customer tab → full customer record
This lets you start in the inspector for a quick look and drill into the full page only when you need to.
Invoice Tracking
The Invoice Tracking section on the jobcard tab (visible to users who can manage payments) lets you track chasing without opening the jobcard:
- Click Mark as Sent when the invoice has gone to the customer
- Click Mark as followed up each time you chase it; the panel shows when it was sent and last followed up
Recording the payment itself happens on the invoice: open the jobcard's Invoices tab, or the invoice record, and record the payment there. See Invoices.