Automotive workshop workspace guide

What the Auto workspace covers

Coordinate vehicle customers, work orders, estimates, parts, technicians, inspections, invoices and workshop reporting.

The workspace brings together customers and vehicle profiles, service bookings and job cards, estimates, approvals and work orders, parts inventory and suppliers, technician assignments and labour, invoices, payments and warranty work, service history and reminders. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage customers and vehicle profiles, service bookings and job cards, estimates, approvals and work orders, parts inventory and suppliers, technician assignments and labour, invoices, payments and warranty work, service history and reminders. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Create the vehicle profile, open a service booking, prepare an estimate, assign technicians and parts, capture the completed work, and close the job with an invoice and service history.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.