The Inspector Panel

View jobcard details, vehicle history, and customer info without leaving the page

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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 on every page: the kanban board, calendar, jobcard list, and more.

Opening the Inspector

There are several ways to open the panel:

  • Click a kanban card on the workflow board
  • Click an appointment on the calendar
  • 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.

Click a kanban card to slide the inspector open

On mobile, the inspector opens as a bottom sheet you can drag up and down.

The Three Tabs

The inspector has three tabs across the top: Jobcard, Vehicle, and Customer. Each shows different information about the selected jobcard.

Tap the tabs to switch between jobcard, vehicle, and customer views

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 — any inspection submissions linked to this jobcard
  • 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)
Viewing jobs, parts, and invoice tracking in the inspector

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 within 30 days. Click Refresh 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
  • Previous Inspections — 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
Viewing vehicle specs, MOT status, and previous job history

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
  • Email
  • 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.

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