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Workflows

How to do X in your garage — with GarageOS

Every workflow answered with a short guide. Pick the one you're doing right now.

How to schedule a Class 4 MOT

How to schedule a Class 4 MOT in GarageOS

Step-by-step: schedule a Class 4 MOT with the right bay-time, reminders and retest buffer.

How to schedule a Class 7 MOT

How to schedule a Class 7 MOT in GarageOS

Step-by-step: schedule a Class 7 MOT with the right bay, longer duration and PO invoicing where needed.

How to take a booking deposit

How to take a booking deposit in GarageOS

Turn on deposits per service and take a card deposit at booking time.

How to send a payment link

How to send a payment link in GarageOS

Send a payment link from any job by SMS or email — customer pays on their phone.

How to write a digital job card

How to write a digital job card in GarageOS

Attach photos, notes, parts and labour to a job. Everything stays with the reg forever.

How to add photos to a job

How to add photos to a job card in GarageOS

Attach photos to a job in two taps — from the phone camera directly to the job card.

How to invoice with VAT

How to invoice a garage job with VAT in GarageOS

Generate a UK-compliant VAT invoice from any job.

How to handle a waiting-parts job

How to handle a waiting-parts job in GarageOS

Park a job in Waiting Parts so it doesn't vanish from the diary while parts are on order.

How to record a courtesy car

How to record a courtesy car on a job in GarageOS

Attach a courtesy-car resource to a job so nothing goes missing.

How to book a retest

How to book an MOT retest in GarageOS

Book a retest with the correct short bay-time and no double-invoicing.

How to allocate a bay

How to allocate a bay for a job in GarageOS

Assign a job to a specific bay from the workshop board.

How to reassign a job

How to reassign a job to another mechanic in GarageOS

Move a job from one mechanic to another in one drag.

How to cancel with refund

How to cancel a booking with a refund in GarageOS

Cancel a booking and refund the deposit in one action.

How to run end-of-day

How to run end-of-day in GarageOS

Close open jobs, take payments, prepare tomorrow — in five minutes.

How to send MOT reminders

How to send MOT reminders in GarageOS

Configure automatic MOT reminders on the DVLA anniversary.

How to run a daily summary

How to run a daily summary in GarageOS

Get a one-email overview of the workshop every morning.

How to onboard a new mechanic

How to onboard a new mechanic to GarageOS

Add a new mechanic to GarageOS in under two minutes.

How to set opening hours

How to set opening hours in GarageOS

Configure workshop hours per day, plus lunch and closures.

How to add a Fast Lane service

How to add a Fast Lane service in GarageOS

Add a bookable Fast Lane service in three fields.

How to price a labour job

How to price a labour job in GarageOS

Set a labour rate and use standard times to price consistently.

How to log a vehicle inspection

How to log a vehicle inspection in GarageOS

Attach an inspection template to a job and record the results per item.

How to record parts costs

How to record parts costs in GarageOS

Add parts with cost, markup and quantity — flows straight into the invoice.

How to reconcile Stripe payouts

How to reconcile Stripe payouts in GarageOS

Match Stripe payouts to GarageOS invoices in minutes.

How to export for the accountant

How to export garage data for the accountant in GarageOS

Generate a bookkeeper-ready CSV in one action.

How to handle a chargeback

How to handle a chargeback in GarageOS

Respond to a Stripe chargeback with evidence pulled from the job.

How to close a job

How to close a job in GarageOS

Mark a job Completed or Paid so it stops appearing in the active board.

How to reopen a job

How to reopen a closed job in GarageOS

Reopen a closed job for extra work or a comeback.

How to merge duplicate customers

How to merge duplicate customers in GarageOS

Merge two customer records into one without losing history.

How to archive an old vehicle

How to archive an old vehicle in GarageOS

Archive a vehicle that's no longer active without deleting its history.

How to migrate from paper

How to migrate from paper diaries to GarageOS

Start using GarageOS this week without a big-bang cutover.

How to send MOT reminders

How to send MOT reminders in GarageOS

Send DVLA-date MOT reminders by SMS or email — with a one-tap booking link.

How to take a deposit online

How to take a deposit online in GarageOS

Take a Stripe deposit at booking time to reduce no-shows.

How to take a final payment

How to take a final payment in GarageOS

Take payment on job completion via card, cash or a Stripe link.

How to issue a refund

How to issue a refund in GarageOS

Refund a customer to their original payment method with one tap.

How to schedule a recall job

How to schedule a manufacturer recall in GarageOS

Turn an open manufacturer recall into a bookable job.

How to send a quote by SMS

How to send a quote by SMS in GarageOS

Send an estimate to a customer by SMS with one-tap approval.

How to attach photos to a job

How to attach photos to a job in GarageOS

Take and attach photos to any job — from a phone at the ramp.

How to run a daily cash-up

How to run a daily cash-up in GarageOS

End-of-day cash-up that reconciles card, cash and bank transfer.

How to run a month-end

How to run a month-end in GarageOS

Month-end reports covering revenue, VAT, deposits and outstanding invoices.

How to configure a fleet account

How to configure a fleet account in GarageOS

Set up a fleet customer with consolidated monthly invoicing.

How to bulk-book a fleet service

How to bulk-book a fleet service in GarageOS

Book the same service across many vehicles in one action.

How to handle a warranty return

How to handle a warranty return in GarageOS

Log a warranty return, check the warranty date and process the repair.

How to configure your service menu

How to configure the online service menu in GarageOS

Set up the services customers see online, with bay-time and deposits.

How to add a mechanic to your workshop

How to add a mechanic in GarageOS

Add a new user with the right role and access.

How to keep working when signal drops

How to keep working with no signal in GarageOS

Today's bay board is cached — you keep working when the internet doesn't.

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