Core workflow
Run the daily workshop workflow
These pages explain the main modules workshops use to manage intake, work, billing, stock and reporting.
Repair orders
Turn customer work into a clear workshop record that connects jobs, notes, labour, parts and invoices.
Jobs
Manage active workshop jobs with customer details, vehicle history, notes, mechanics and billing links.
Quotes
Create clear workshop quotes that connect to customers, vehicles, jobs and invoice conversion.
Invoices
Invoice completed work with customer, vehicle, job, GST and payment context kept together.
Bookings
Capture upcoming workshop work and prepare the customer, vehicle and job workflow before arrival.
Customers
Keep customer details, vehicles, communication history and workshop documents connected.
Vehicles
Track vehicle details, registration, odometer, job history, WOF context and customer ownership.
Inventory
Manage stock visibility for parts, suppliers and job costing without disconnecting from workshop work.
Job kits
Save repeat labour and parts packages so common workshop work is quicker and more consistent.
Reminders
Follow up future work, service dates and customer communication from connected customer and vehicle history.
Reports
Understand jobs, invoices, payments, reminders, staff activity and workshop performance from connected records.
Portals and add-ons
Add capabilities when the workshop is ready
These modules respect plan, add-on and permission rules before appearing inside company dashboards or portals.
Customer check-in
Add-on
Let customers provide vehicle and concern details before the workshop creates or updates the job.
Customer portal
Add-on
Give customers a safe digital place to view approved workshop information when portal access is enabled.
Mechanic portal
Add-on
Give mechanics controlled access to assigned jobs, updates and completion steps from a mobile-friendly portal.
WOF
Add-on
Support WOF inspection workflows with inspector access, vehicle history and controlled add-on gating.
SMS reminders
Add-on
Use SMS for service follow-up and customer reminders when messaging settings and usage billing are enabled.
Email templates
Add-on
Create consistent customer emails for quotes, invoices, reminders and workshop communication.
Payments
Add-on
Connect invoice payment status and customer payment workflows where Stripe and company billing settings are configured.
Workshop CRM
Add-on
Use customer, vehicle, reminder and communication history to build repeat work and stronger relationships.
Workflow designed around one source of truth.
WorkshopHQ keeps one operational record connected to customer, vehicle, mechanic updates, invoice and follow-up history.
No duplicate customer or vehicle records
Job, quote and invoice paths stay connected
Add-on pages clearly mark paid capabilities
Published CMS content can safely update public copy