Plan the work
Document the requested vehicle service in a job
Keep callout appointments, repairs, parts and customer payments in one operating view, whether you work from a mobile unit or a fixed location.
← All industriesService records, portable quoting and connected invoices.
Document the requested vehicle service in a job
Record parts, labour and completion notes
Send itemised invoices using the business payment settings
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Not in the initial release. These details can be recorded in job notes until vehicle-specific records are added.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Not yet. Store relevant details in notes while respecting privacy and retention requirements.
Yes. Use the existing invoices module or the free browser invoice generator.
Keep your people, customers and work moving on one platform.