Review the dashboard
Start on the Jobs Dashboard. Open Timers shows who's clocked onto what, Team Performance compares actual hours with targets, and the tagged build stage list keeps an eye on what's important.
Follow one job through a day: what the office sees, what the technician does, and how the information flows between them.
Start on the Jobs Dashboard. Open Timers shows who's clocked onto what, Team Performance compares actual hours with targets, and the tagged build stage list keeps an eye on what's important.
Yesterday's visual report shows a new bracket is required to hold a pump in place. A new task is assigned to the engine bay stage, and the stage is tagged Priority.
The technician scans the vehicle's SmartCode, sees the priority stage and starts a timer on the new task. With task allocation on, they only see the work assigned to them. A reference update shows a previous bracket that's been made, so they know what to build from.
Scanning the stock bin's QR label records each part against the job as it goes on the car. No end-of-week guesswork about what was used where.
The low stock list shows what has run down, and the Stock Planner shows what upcoming jobs and estimates will need. Go to the local parts supplier, pick up the parts, and scan the receipt with the Supplier Invoices feature.
Work through the task's checklist, stop the timer and mark the task complete. As it was a critical component, a signature was required to mark it done - so there's a record of who signed off and when, with a certified photo in place.
Photos, video and a few notes from the phone, straight onto the vehicle's timeline. Post it as workshop-only so the office can review it before the owner sees it.
Tidy the notes, or use Merge Updates to combine the week's best photos into one polished update. Publish it and the client is notified, keeping them informed and engaged in their build.
Pending invoicing pulls together the time and parts logged on the job, sublets included. Create the invoice in GlobalWorkshop and push it to Xero with one click.
And tomorrow morning it starts again: the dashboard shows where every job is, with the time, parts and updates from today already in it.
Purpose built for the needs of Automotive, Marine and Aviation industries. GlobalWorkshop is a service provided by Clever Robots Limited.
Leicestershire, United Kingdom
Auckland, New Zealand
Nelson, New Zealand
Phone: +44 1908 736946 (UK)
Phone: +64 3 569 3019 ext 800 (NZ)