📲 Customer messages
Texts send via the shop line. Approval link lets the customer see findings + estimate and e-sign approval (which authorizes the work).
Customer
SA Desk
| No phone numbers yet. |
edit customer details
🔔 Reminders & follow-up
Setting a time puts it on the 🔔 Reminders board (advances with full history). Delivery feeds scheduling later.
+ Add a follow-up
SMS is sent only when you pick “yes” and give a number — otherwise it just shows on the board.
🔍 Inspection
No inspection yet. Techs run it on their phone at /m (PIN login). Or start one here:
Jobs (Concern → Cause → Correction)
| Type | Description | Qty | Price | Total | GP | Auth | |
|---|---|---|---|---|---|---|---|
| part | Pads | 1.000 | $100.00 | $100.00 | 10.0% | proposed |
| Proposed (all lines) | $100.00 |
| Authorized subtotal | $0.00 |
| Tax (8.9%) | $0.00 |
| Total | $0.00 |
| Parts cost | $0.00 |
| Labor cost ⚠ | $0.00 |
| Gross profit | $0.00 |
🧰 Parts ordering — snip-to-order · receive
+ Snip-to-order (paste text OR snip a screenshot)
No parts on order yet. Use snip-to-order above, or add part lines in the jobs.
📄 Vendor invoices — scan → 3-way match → AP
+ Scan a vendor invoice
AI reads the invoice, compares each line to what was ordered, flags price/qty/missing/extra, and (on a clean match) stages it for accounts payable.
↩️ Returns & cores — vendor credit → AP
+ Log a return / core
Pick a part and leave qty/credit blank to auto-fill from the PO (core = the core deposit; otherwise the part cost).
History
| When | Event | Who |
|---|---|---|
| 2026-06-22 00:58:24.730278+00:00 | created | Pat |