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Job Cards

10 docs

Create Job Card

Last Updated: 10 November 2026

Create a job card for a vehicle: complaint, findings, work done, recommendations, parts and labour, then save.

Edit Job Card

Last Updated: 10 November 2026

Open a job card for editing from the Job Cards list or the job card preview, then save your changes.

Send Job Card to Customer | eJob Card

Last Updated: 10 November 2026

Email a job card to the customer with its PDF, using the template that matches its status.

Change, Update Job Card Status

Last Updated: 10 November 2026

Change a job card's status and workshop progress, and see what each one is for.

Pipeline View | Kanban View

Last Updated: 10 November 2026

See your job cards as cards in status columns, grouped by status or workshop stage.

Convert Job Card to Quote

Last Updated: 10 November 2026

Turn a job card into a quote with its customer, vehicle and items already filled in.

Convert Job Card to Invoice

Last Updated: 10 November 2026

Turn a job card into an invoice with its customer, vehicle and items already filled in.

Attach Files/Documents to Job Card

Last Updated: 10 November 2026

Attach photos and documents to a job card from your computer, your phone or cloud storage.

Delete Job Card

Last Updated: 10 November 2026

Permanently delete a job card from the Job Cards list or its More menu. This cannot be undone.

Job Card Settings

Last Updated: 10 November 2026

Set job card numbering, layout, defaults, what customers see, conversions, the pipeline and the default aftercare note and terms.