Build the visit around the customer’s location
A driveway or workplace visit has different constraints from a repair bay. Collect the service address, vehicle details and repair needs before approving an appointment. Use availability settings to offer times that fit your workday.
Prepare before you drive
Review the request, use your labor guide to start the work and build an estimate with the correct parts and scope. A confirmed appointment is easier to prepare when the customer and vehicle records are already linked.
Keep one job workspace open
Update dispatch progression, notes, mileage, checklist items, time and photos from the repair order. Your internal notes help you work; your customer-facing summary helps explain the result.
Close professionally and make the next visit easier
Send the invoice, track partial or full payment and share repair photos and a review link. The customer portal gives returning customers a place for shared service records and messages.