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Your role

Workshop controller

Your day running the workshop floor from the job board, giving jobs and bays to the mechanics and watching their load.

As a workshop controller, the foreman, you run the floor: Kila says the role “Runs the workshop floor: assigns jobs and bays, clocks technicians, checks quality and road tests. No money or prices beyond the estimate.”

Kila opens the Job board, with every job by stage and, above it, each mechanic’s open jobs and the hours of labour left on them.

Stephen Mutua's Job board at IA Motors, with each mechanic's open jobs and hours left above the board (1).Stephen Mutua's Job board at IA Motors, with each mechanic's open jobs and hours left above the board (1).
  1. Give out the work. On each new job, tap …, then Assign a technician, and choose who is free. See Give a job to a technician.
  2. Put cars on bays. Bays and lifts shows “Which job is on which bay.” A job goes on a bay at intake or on its job card.
  3. Watch the load. The mechanics’ load above the board, and My jobs for each mechanic.
  4. Check the work when your workshop asks you to: see Quality controller.
  • Assign and change technicians, move jobs on the board, and work on jobs.
Everything the role is allowed to do
General
View dashboard
Catalog
View products and services
Stock
View stock
Customers
View customers
Services
View services and bookings; Assign job cards; Work on assigned job cards; Quality-check and verify finished job cards (any job); Issue parts to any job card and order parts for jobs

No approval limits: anything that needs approval goes to someone else.

Money is for the front counter and the cashier: a workshop controller takes no payments, and sets no prices beyond the estimate.

Who decides which mechanic gets a job? You do, from the board. Each mechanic then sees it on My jobs.

A mechanic is overloaded. Open the job’s menu, tap Change the technician and give it to someone else.

Can I see a mechanic’s own list? Yes: on My jobs, choose the technician instead of My own.

Last checked on Kila on .

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