The life of a job in GlobalWorkshop

From the office dashboard to the workshop floor and back again

Follow one job through a day: what the office sees, what the technician does, and how the information flows between them.

Office & admin Technician on the workshop floor

In the office

Workshop manager & admin staff, on the web

On the workshop floor

Technicians, in the iOS & Android apps
Office · Start of the day

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.

Jobs Dashboard Open Timers Build Stage List
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Office · Timesheets

Spot that a task is missing

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.

Timesheets Tasks & budgets Task allocation
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The new task appears in the technician's app
3
Workshop · On the tools

View list and start work

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.

Build stages Timers SmartCodes
4
Workshop · Parts

Scan consumables as they're used

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.

Stock bins Bin labels Parts on jobs
Low stock alert: seam sealer drops below its minimum
Office · Purchasing

Deal with the low stock

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.

Low stock Purchase orders Stock Planner · Pro+ Xero add-on
5
Stock is back in the bin, ready to pick
6
Workshop · Wrapping up

Finish the work

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.

Checklists Timers Sign-offs · Pro+
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Workshop · Timeline

Capture a timeline update

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.

Chrono timeline Photo & video Update privacy
The update waits for the office to review
Office · Client updates

Review and publish to the owner

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.

Merge Updates Client portal Owner notifications
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Office · Invoicing

Invoice the work

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.

Invoicing Sublets Xero add-on
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And tomorrow morning it starts again: the dashboard shows where every job is, with the time, parts and updates from today already in it.

One platform for the office and the workshop floor

Try it on your own builds, free for 30 days.

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About Us

Purpose built for the needs of Automotive, Marine and Aviation industries. GlobalWorkshop is a service provided by Clever Robots Limited.

Useful Links

Our Contacts

Leicestershire, United Kingdom
Auckland, New Zealand
Nelson, New Zealand

Phone: +44 1908 736946 (UK)
Phone: +64 3 569 3019 ext 800 (NZ)