Set-up guides

How to set up JobCardOS for an auto electrician

Every vehicle booked in with what was found, the quote sent before the work, and the fault history there when it comes back.

About 20 minutes · 7 steps

Step 1

Sign up and choose Auto Electrical & Audio

Pick Auto Electrical & Audio when you sign up. You start with an auto electrician's price list — battery test & replace, wiring fault diagnosis, alternator repair, starter motor repair and more — which you edit to your own prices under Settings → Services.

Add each auto electrician under Settings → Technicians so every job can be assigned to whoever is doing it.

Step 2

Put your logo on the job card

Under Settings → Branding, upload your logo and write the terms you want above the customer's signature. Your logo then appears on every printed job card, invoice and statement.

Branding settings for a demo auto electrician with its logo uploaded and job card terms filled in
Demo account — every name and number is invented.

Step 3

Bring your customers across

Under Customers → Import, upload your customer list as a spreadsheet (CSV). Name first; phone, email and address are picked up if they are there.

Step 4

Book a job in

Book a job in asks for the customer, their number, the vehicle and what needs doing — an alternator, a tracker fitment or a wiring fault, for example. It takes under a minute at the counter.

Straight after, one tap opens WhatsApp from your own number with the confirmation already written.

The book-a-job-in screen on a phone for a demo auto electrician
Demo account — every name and number is invented.

Step 5

Print the job card

Print job card gives an A4 card with your logo, the customer, the vehicle (make, model and registration), the work requested, the estimate and a signature line — with a tear-off tag carrying the job number.

A printed job card for a demo auto electrician
Demo account — every name and number is invented.

Step 6

Move each job through, and tell the customer

Jobs move Booked → Checked In → In Service → Ready → Collected, in the words your trade uses. The week view shows what is on each day; when a job is done you are offered a one-tap WhatsApp to the customer.

The week view for a demo auto electrician
Demo account — every name and number is invented.

Step 7

A history for every vehicle

Every job is kept against the vehicle itself. Open any job and you see everything done to that vehicle before; open a customer and you see each of their vehicles and when each was last in.

A job page for a demo auto electrician showing earlier work on the same vehicle
Demo account — every name and number is invented.

Ready to set up your auto electrician?

Plans from R249 a month, month to month. Rather see it first? Ask for a demo and we will walk you through it.