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The Service Workshop Flow

Every service moves through four stages. You drive them from the booking's detail page (and the Workshop board).

1. Awaiting drop-offโ€‹

A new service booking starts here โ€” the customer has booked, but hasn't brought their gear in yet. (A walk-in booked at the counter for today is marked dropped off straight away.)

On the booking you'll see an Awaiting drop-off status and an estimated ready-by time.

A service awaiting drop-off

2. In workshop (dropped off)โ€‹

When the customer brings their gear in, open the booking and click Mark dropped off.

  • This starts the turnaround clock and works out the firm ready-by time (your turnaround time from drop-off, respecting your opening hours).
  • The job now appears on your Workshop board so your team can work on it.

3. Ready for pickupโ€‹

When the work is done, mark the job ready โ€” from the workshop ticket use Mark ready & return to customer.

  • The customer automatically gets a "your gear is ready" email.
  • The booking shows Ready for pickup.

4. Picked upโ€‹

When the customer collects, open the booking and click Mark picked up. The booking moves to Picked up and you're done.

The Workshop boardโ€‹

The Workshop board has a filter to separate:

  • Customer services โ€” paid jobs on customers' gear (these bookings).
  • Our assets โ€” your own fleet maintenance and repairs.

Customer jobs show the customer's name and a Customer tag, and a finished customer job reads return to customer (not "return to stock").

Moving the drop-off dateโ€‹

Need to reschedule? Use Move dates on the booking to change the drop-off date (subject to that day's capacity at the location). The estimated ready-by updates to match.