Express service: quick jobs in one step

Steps

1. Go to Service → Express service (next to Units & history).
2. Customer: choose them, or give a new customer’s name and phone (a walk-in customer pays with no record kept). Add who brought it in if someone else did.
3. Unit: what is serviced, the registration and / or chassis / serial number (a unit already known is found again and its history continues), make, model and mileage.
4. Service: the date, the type (e.g. preventive maintenance) and the description - e.g. *Engine oil and filter change, 85,000 km service*.
5. Spare parts and labour: choose each part or labour item (labour marked 🛠 - hours × rate); the price fills in and can be changed; add a discount if allowed.
6. Payment: the total is filled in as cash - split it across M-Pesa, card, bank or cheque with their codes if needed; only cash gives change.
7. Click Invoice, receive payment & close the job: the job (marked *Express*) is recorded and closed, the invoice issued and paid, the parts taken out of stock.

Good to know

• All or nothing: without the full payment nothing is saved. An invoice that needs approval (e.g. a discount above the limit) can’t be completed here - a manager completes it.
• Express jobs skip diagnosis, quotation and workshop WIP: parts leave stock on the invoice; labour goes to workshop labour revenue. For a repair that needs diagnosis or the customer’s approval, use Receive a unit.
• The last express services are listed under the form; each opens its job card with the invoice and payments.