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Workshop

Run every job from booking to billing.

Book the job, let the technician clock on from the workshop floor and bill the right party. From Professional, a planning board shows the week by bay and day.

What it does

Book a customer job or prepare your own stock.

The booking wizard handles customer jobs and internal stock prep alike. Job templates and labour operations let you build a habitation service once and reuse it.

  • Customer and internal jobs in one wizard
  • Reusable job templates and labour operations
  • Sublet work in the job
  • A diary for the week ahead, from Professional

A board you can move with your hand.

The planning board is live and drag-and-drop by bay and day, with a team schedule beside it. Workshop diary features are part of Professional.

  • Drag-and-drop by bay and day
  • Team schedule
  • Portal booking requests with counter-offers

A technician app that works without a signal.

Technicians clock on and off jobs from an offline-first app, and it syncs when the connection is back. Managers correct the time record and approve timesheets.

  • Offline-first clocking on and off
  • Manager corrections
  • Timesheet approval
  • Efficiency and utilisation analytics

Get the customer’s approval, then bill the right party.

The customer approves an estimate online from a dealer-branded page. Each job can bill the customer, a warranty, a supplier or the dealership itself.

  • Online estimate approval
  • Billing by customer, warranty, supplier or internal
  • Per-line warranty approvals from Professional
  • OEM warranty recovery from Professional

Bring customers back, and keep the registers straight.

Reminder emails go out automatically for MOT, service, habitation and road tax. The workshop also keeps registers for tools calibration, technician credentials and staff training.

  • MOT, service, habitation and road tax reminders
  • Tools calibration register
  • Technician credentials
  • Training register with Excel export

AI turns a workshop job sheet into a job.

From Professional, Document Import reads a job sheet and recommends creating the job. It runs only when you approve. The assistant looks up jobs and bookings within your role’s permissions.

  • The recommended action waits for your approval.
  • The assistant only offers the tools your role allows.

Workshop depth for habitation season.

A leisure workshop is a habitation workshop, and the module is set up to match.

  • Habitation reminders

    Reminder emails, alongside MOT, service and road tax.

  • Gas credentials

    For technicians, recorded in a register.

  • Damp readings

    Captured in a vehicle health check linked to the job, from Professional.

  • Habitation jobs

    Booked and planned like any other job, with reminders when the check is due.

Built on Spectra core. Customers, vehicles and the books are shared by every module, and Spectra AI works across them.

See the platform

Connected modules. They work from the same customer, vehicle and money records as this one.

Works with. The systems this module connects to.

  • AWS SES and SMTP

    Email delivery for campaigns and one-to-one mail, through Amazon SES or an SMTP server.

    Connect your account

  • DNA Payments

    Card payments through payment links and storefront checkout. Online quote deposits need it.

    Connect your account

Questions and answers

Can customers request a booking online?

Yes, through the customer portal, and you can accept a request or counter-offer a different slot. The portal is part of Professional.

Does the technician app work without a connection?

Yes. It is offline-first, so technicians can clock on and off in a workshop with poor signal and it syncs when the connection returns.

Can a job be billed to the customer, warranty or a supplier?

Yes. Each job can bill the customer, a warranty, a supplier or the dealership itself.

Do you support manufacturer warranty claims?

Yes, from Professional: claims with per-line approvals and OEM warranty recovery.

Which reminders can the workshop send?

MOT, service, habitation and road tax reminders, sent by email automatically once your email delivery is set up.

Can we keep a training and tools register?

Yes. The workshop keeps a tools calibration register, technician NCC and gas credentials, and a staff-training register with Excel export.

Fill the bays and prove the work.

Book a demo and we will plan a week of jobs onto the board with you.

Spectra. The DMS for leisure dealers.