Creating & Managing Workshop Tickets

From "Car Comes In" to "Invoice Goes Out"

Creating a Ticket

1. Go to Fleet > Workshop → Create.
2. Title – a short description of the job.
3. Vehicle and Customer – whose vehicle and who to bill.
4. Assigned To – the mechanic/technician responsible.
5. Priority (Normal/High) and Tags for filtering the workshop board.
6. Deadline – when the customer expects the vehicle back.

Kanban Stages

Tickets move across configurable Worksheet Stages (e.g. Received → Diagnosing → In Repair → Quality Check → Ready for Pickup), the same kanban-drag workflow style used throughout Quickenerp (Sales pipeline, Project tasks). The Kanban State flag (on track / blocked / ready) on a card gives an at-a-glance signal for jobs waiting on a part or customer approval.

Planned Work & Materials

• Planned Work lines record each labour task (e.g. "Replace brake pads," "Oil change") and whether it's completed.
• Materials Used lines record parts/supplies consumed, linked to actual products for accurate stock deduction and costing.

Invoicing Status

A ticket's status automatically reflects billing progress:

• To Invoice – work/materials recorded but nothing billed yet.
• Partially Invoiced – some but not all completed work/materials have been billed.
• Invoiced – fully billed.

This makes it easy to filter "everything ready to bill" across the whole workshop rather than checking each ticket individually.