The repair board
The repair board shows every open repair job in your store, sorted into columns by how far along it is. Open Repair board from the Sales menu to see the whole workshop at a glance, then move each job on as the work moves.
The repair board is part of the mechanic vehicles tools. If you don’t see Repair board in your Sales menu, it isn’t on your plan — contact Swann Software to add it.
The columns
Section titled “The columns”Every open job sits in one of four columns, each with a count of the jobs in it:
| Column | What it means |
|---|---|
| Intake | The job has been opened and is waiting to start. |
| In bay | Someone is working on the vehicle. |
| Waiting on parts | Work is held until parts arrive. |
| Ready | The work is done and the vehicle can go home. |
Each card shows a short job reference, a short reference for the vehicle, the technician on it (or Unassigned) and any notes on the job. A job joins the board in Intake when it’s opened, and leaves the board when you close it.
Move a job
Section titled “Move a job”- Press Actions on the job’s card.
- Under Move to, press the column it’s moving to — or Close job when it’s finished.
A job can only move one sensible step at a time:
| From | Can move to |
|---|---|
| Intake | In bay, Waiting on parts, or Close job |
| In bay | Waiting on parts, Ready, or Close job |
| Waiting on parts | In bay, Ready, or Close job |
| Ready | In bay, or Close job |
So a job can’t jump straight from Intake to Ready, and a Ready job that needs more work goes back to In bay. Closing a job is final — a closed job can’t be reopened.
Moving jobs needs the Sell permission. Without it, the board is view-only and the Actions link isn’t shown. If a staff member has signed in at the register with their PIN, the board goes by their permissions.
Keep it up to date
Section titled “Keep it up to date”The board doesn’t refresh on its own — press Refresh at the top to pick up jobs other people have moved.
If someone else moved the same job just before you, you’ll see The board moved since you opened it. Press Refresh to load the latest board, then make your move again — your change isn’t retried for you. Any other problem shows That didn’t work. Try again. on the card.
Related
Section titled “Related”- Find a vehicle — search by plate or VIN and keep each vehicle’s service history.