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Documentation Index

Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt

Use this file to discover all available pages before exploring further.

A job in ShopWrk represents the actual work being performed on a vehicle. Jobs are typically created by converting an approved estimate, though you can also create a job directly from the calendar. From there you schedule it, assign your team, track time and progress, and finally mark it complete before sending an invoice.

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How estimates become jobs

When a customer approves an estimate, open the estimate and click Convert to Job. The conversion page shows a summary of the customer, vehicle, and services from the estimate so you can confirm the details before proceeding. You can optionally set the date, time, technician, and bay number at this point, or leave them blank and schedule later. Click Convert to Job to create the job record and be taken directly to the job detail page.
Jobs can also be created directly from the calendar without a pre-existing estimate. Open the calendar, click New Job, and fill in the customer, vehicle, and services manually.

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Job statuses

Jobs move through the following statuses as work progresses:
StatusMeaning
ScheduledJob is booked with a date and time
In ProgressWork has started on the vehicle
Pending ReviewWork is done and awaiting quality check
CompletedJob is finished and ready for invoicing
CancelledJob was cancelled before completion
Change the status at any time from the job detail page using the status dropdown at the top of the overview tab.

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Scheduling a job

Open a job and set the scheduled date and time from the job detail page. Jobs with a scheduled date appear on the Calendar view, where you can see all jobs across your bays and technicians.
If you use Google Calendar sync, jobs with a scheduled date and time will appear in your connected Google Calendar automatically.

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Assigning technicians and bays

Technician and bay assignment can be done at two levels:
From the job detail page, set the primary technician and bay number for the entire job. This is the assignment shown on the calendar.

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Tracking job progress

The job overview tab gives you everything you need to track progress in real time:
  • Status dropdown — change the job status as work moves forward
  • Services list — see all booked services with their assigned technicians
  • Customer notes — notes visible to the customer in the portal
  • Internal notes — staff-only notes not shown to customers
  • Materials — if inventory tracking is enabled, the materials consumed by this job are listed here

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Checklists

Once a job reaches In Progress status, any checklists assigned to this job type appear at the bottom of the Notes section. Technicians can check off items as they complete them. Checklists are not visible to customers.

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Job detail tabs

The job detail page has three tabs:

Overview

Services, notes, pricing, deposit status, payments, and checklists.

Images

Before and after photos. The badge on this tab shows how many images have been uploaded.

Documents

Contracts, consent forms, and other documents associated with this job.

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Pricing, deposit, and payments

The right-hand column of the job overview shows:
  • Subtotal, tax, and total — pulled from the services on the job
  • Deposit status — shows how much deposit has been collected versus required
  • Send invoice button — opens the new invoice form pre-populated with this job’s services and customer
If a deposit was set on the original estimate, you can send a deposit request to the customer by email or SMS directly from the job page.

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Marking a job complete

When the work is finished, change the job status to Completed using the status dropdown. At this point you can create an invoice for the job by clicking Send invoice in the pricing card.
Deleting a job is permanent and cannot be undone. The Delete button is available at the top right of the job page. Only delete a job if you are certain it should not be invoiced or archived.