Basic Setup
What you'll set up
- Centres and workstation mapping
- Optional crew and kiosk access
- Your first jobs and scheduling decisions
- Daily owner views (Dashboard plus Workshop Today, Triage, Planning, and List)
Step 1: Review starter centres and mapping
Where to click: Settings -> Centres.
New business accounts start with three editable centres and mapped workstations:
- Cutting Shed -> Cutting workstation
- Assembly Bench -> Assembly workstation
- Install Crew -> Install workstation
Rename and adjust these to match how your shop runs.
Step 2: Add crew and kiosk access (optional)
Where to click: Settings -> Crew Members and Settings -> Kiosk Access.
You can start without crew attribution, then add it when you're ready.
Step 3: Create your first jobs
Where to click: Jobs -> Create Job.
Use Create Job to enter a target date and rough labour totals, then click Save job.
From Job Management, you can then:
- use Schedule tasks (optional auto-schedule from a not-before date), or
- keep manual control and place tasks later in Centre Schedule
Step 4: Check daily execution views
Where to click: Dashboard, then in Workshop use Planning -> Capacity, Today (Run Sheet), and Planning -> Centre Schedule. Use the separate List button when you need to find or update a task.
Confirm the owner view is clear first, then drill into planning and execution detail.
