Intake & customer records
Capture the request with the customer and asset, so work starts with context.
Features
What does your workshop need to do?
One connected job record. A clear next step for everyone.
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Take in a job without losing the details.
Find the customer and vehicle, note what needs doing, and keep the request with the job. Your team can pick up the work without searching through messages.
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Plan the work. Record the hours.
Plan the work and record time against the job. Tasks and updates stay where the team can find them, instead of getting lost between shifts.
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Know which parts are ready for the job.
See what is physically in stock, what is reserved and what is on its way. Check availability before a missing part holds up a job.
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Keep the quote and invoice with the work.
Keep quotes, customer decisions and invoice records with the job, so you can see what has been agreed and what is still outstanding.
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Let customers tell you what they need.
Give customers a way to request an appointment online. Review each request before accepting it and converting it into a work order.
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Keep workshop know-how where the team can find it.
Save procedures, checklists and technical references in a searchable workshop catalogue, so useful knowledge is not kept in one person’s head.
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Find the customer and their vehicles together.
Search customer records, see associated vehicles and keep relationship follow-ups in view.
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The work stays clear from start to finish.
See how Workshop OS handles the work your team does: intake, planning, stock, customer decisions and invoicing.
Jobs, intake and inspections
Planning & assignments
Plan workshop visits, assign approved work and see what still needs scheduling.
Inspections & job photos
Keep findings, checklists and before-and-after photos with the work.
Vehicle security certificates
See upcoming or overdue vehicle certificate dates and follow up with the customer. This is a workshop feature, not a claim of information-security certification.
Team, time and knowledge
Tasks & time tracking
Keep assigned work, progress and time records close to the job.
Know-How Hub
Save repeatable fixes and handover advice where the team can find them.
Internal team messaging
Message team members inside Workshop OS to discuss work and handovers.
Parts and stock
Parts & usage
Track reserved and installed parts alongside the work they belong to.
Stock room management
Know what is available, reserved or running low before it holds up the next job.
Scanning and part labels
Find a part using a SKU, barcode or Workshop OS QR code, and print a part label. Identifying a part does not change stock; an action requires confirmation. Availability depends on permissions and setup.
Reusable bundles
Create a bundle template with the parts and other lines you use together. Saving a template does not itself change stock.
Stock checkout and counter sales
After identifying a part, eligible users can choose a stock checkout or counter-sale action. Actions require confirmation and depend on permissions.
Quotes, invoices and payments
Quotes & approvals
Agree scope and extra work with a recorded customer decision.
Invoices & payments
Follow outstanding balances and close the job with a clear payment record.
Customers and appointments
Customer portal
Give customers access to shared updates, quotes and invoices through the customer portal. Use Workshop OS messaging to contact a customer or team member.
Public booking & marketing
Give your workshop a clear online front door and turn enquiries into structured bookings.
CRM & customer relationships
Keep customer history, conversations, follow-ups and active work connected.
Some features depend on your workshop’s configuration and your team’s permissions. Ask us what is available for your setup.
See Workshop OS with your own work in mind.
See how Workshop OS fits your workshop.