Set-up guides

How to set up JobCardOS for a panel shop

Every vehicle in the shop on one screen from assessment to delivery, with the owner kept up to date without a phone call.

About 20 minutes · 7 steps

Step 1

Sign up and choose Panel Beating & Spray

Pick Panel Beating & Spray when you sign up. You start with a panel shop's price list — insurance assessment, minor dent repair, paintless dent removal, bumper repair & respray and more — which you edit to your own prices under Settings → Services.

Add each panel beater 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 panel shop 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 insurance repair or a respray, 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 panel shop
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 panel shop
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 panel shop
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 panel shop showing earlier work on the same vehicle
Demo account — every name and number is invented.

Ready to set up your panel shop?

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