Jobs

Jobs are the centre of workshop work. A job ties together the vehicle visit, the technical findings, supporting notes and attachments, and the commercial follow-up that may become a quote or invoice.

Jobs board

The jobs list is split into tabs or views so staff can focus on the part of the pipeline they care about right now, such as active work, jobs awaiting review, or completed items. The exact labels can vary by deployment, but the purpose stays the same: make it easy to move from queue management into the actual job record.

From the board you can usually identify the customer, vehicle, date, and current state quickly enough to decide whether the next action belongs to the workshop floor, the service desk, or the accounts side of the business.

Typical lifecycle

• Work arrives from the workshop floor, an inspection workflow, a mobile capture process, or a booked service job on the workshop schedule.
• Office or supervisory staff review measurements, notes, and attachments for completeness and clarity.
• If the findings require customer approval, a quote is prepared and can be shared through the portal where that workflow is enabled.
• Once work is approved and complete, an invoice closes the commercial side and helps bring job status into line with reality.

Voiding and reopening

• Void job moves a mistaken or duplicate record to the Voided tab. It stays in the audit history but drops out of active queues.
• Void invoice / Void quote cancel commercial documents the same way. When accounting is connected, those voids are pushed to Xero or QuickBooks so ledgers stay aligned.
• Reopen job (account owners only) returns a finished job to review and rolls back fleet-file updates from when it was completed. Photos, wheel captures, and notes are kept. Use this when something was closed too early or needs correction before re-invoicing.

What belongs on a job

A good job record should answer the question, what did we see, what did we do, and what happened next? That usually means keeping measurements, tyre-condition states, notes, photos, and linked financial documents together on the same record rather than spreading them across ad-hoc messages or paper notes.

Good habits for the service desk

• Review new jobs early so missing details can be corrected while the visit is still fresh.
• Keep job states current. A board full of technically finished but administratively open jobs quickly becomes misleading.
• Use linked quotes or estimates and invoices instead of starting separate unconnected documents where possible. That preserves history and keeps the story of the work easy to follow later.
• When you create a job or commercial document from a customer or vehicle record, TreadOS records where it came from so staff can trace the chain later.

Exact button labels depend on your region, document settings, and finance configuration, but the underlying workflow is always about keeping a clean chain from technical work to customer communication to billing.