Daily Workflows by Role

• Sales Executive
• Service Advisor
• Mechanic
• Accountant / Cashier
• Owner / Super Admin

Sales Executive

When a walk-in customer asks for a price

1. New sale → find or + New customer → pick the bike → add discount, accessories, insurance and RTO.
2. Save as quotation and Print it for the customer. See Quotations.

When the customer books or buys

1. Open the quotation → Confirm sale → enter the booking or payment amount → Confirm & invoice.
2. Hand over the printed invoice and receipt.

On delivery day

1. Open the sale → Mark delivered → enter the registration number and odometer.

Useful screens: Bike Stock (what is available), Customers, Bike Sales, Sale Invoices.

Service Advisor

When a vehicle comes in

1. New job card → customer and vehicle → service type, odometer, fuel, complaint, promised delivery → assign a mechanic → Open job card.
2. Print the job card and get the customer's signature.

After inspection

1. On the job's Estimate tab → Create estimate → add parts and labour → Print or share it.
2. When the customer replies → Record customer decision.
3. Move the job to Work in progress.

When the work is done

1. Parts & Labour tab → Copy approved estimate → adjust → Save parts & labour.
2. Move the job through Quality check to Ready for delivery.
3. Invoice tab → Generate invoice (with payment if the customer pays now).
4. Move the job to Delivered.

Useful screens: Job Cards, Vehicles, Estimates, Service Invoices.

Mechanic

1. Sign in. The dashboard shows My jobs, the vehicles assigned to you.
2. Open a job to read the complaint and inspection notes.
3. Use Update status to move it to Work in progress, Waiting for parts (note which part) or Quality check.
4. Add Work notes describing what you did.

See Service Status.

Accountant / Cashier

Through the day

• Take payments from the sale or invoice page, or from Payments › Outstanding. Always enter the UPI / card / cheque reference.
• Print receipt for every payment.

End of day

1. Payments › Receipts → Today. Check the Collected total and the breakdown by method against cash and bank.
2. Reports › Payment collection for the day or month, then Export CSV if needed.

Weekly

• Payments › Outstanding → follow up anything highlighted as overdue.

Owner / Super Admin

• Daily: check the Dashboard: today's sales and service, pending payments, jobs ready for delivery and low-stock parts.
• Weekly: Reports: sales by model and executive, stock ageing, service revenue and jobs by mechanic.
• As needed: approve corrections (reversing payments, cancelling sales, reopening jobs), manage users and roles, and review the Audit Log and Login Activity.
• When prices change: update Variants & Pricing, and parts and labour rates.