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Quickstart

This walks through the lifecycle of a single job, end to end — from a car rolling into a bay to a paid invoice and a delivered vehicle.

1. Create a customer (and their vehicle)​

From the dashboard, open CRM → Customers → New. Enter name, phone, and email. Optionally link a membership plan if the customer is on your loyalty program.

Then open Vehicles → Customer Vehicles → New to attach a vehicle to the customer — make, model, year, plate, fuel type, gearbox, odometer. JemetiOS keeps a full odometer reading history so service reminders can fire automatically.

2. Open a job​

Click New Job from the dashboard or Jobs → New. Search for the customer (or create one), pick their vehicle, and describe the concern.

The job is created in intake status and appears on the Bay Floor view (/jobs?view=floor) as soon as you assign a bay.

3. Run the Digital Vehicle Inspection​

Open the job and start a DVI from the DVI tab. Walk through each section of the inspection template — brakes, tires, fluids, lights, etc. For each item:

  • Mark a condition grade (good / fair / poor / critical).
  • Attach a photo (direct-to-cloud uploads — they go straight to your private storage).
  • Add a note.

Anything graded below good automatically generates a recommendation on the Overview tab. You can promote recommendations straight into quote line items with one click.

4. Send the quote​

Switch to the Quotation tab. Findings from the DVI are already drafted as line items — labour (from your service catalog), parts (pulled from inventory), and any declined recommendations carry forward.

Add notes for the customer, mark any insurance-covered items, and click Send. The customer receives an SMS/email link to your Customer Portal where they can review photos, approve or reject line items, and message back.

Approved line items flow into the job automatically. If the scope changes mid-repair, raise an Amendment (change order) — it carries its own approval audit trail.

5. Track on the bay floor​

Once the quote is approved, the job transitions to in_progress and appears on the Bay Floor view. The mechanic clocks in to each service from the Services tab. JemetiOS tracks actual vs. flat-rate hours so you can see technician efficiency in real time.

Drag-and-drop on the Kanban Board (/jobs?view=board) moves jobs through statuses — intake → dvi → quoted → approved → in_progress → qc → pending_delivery. Invalid transitions are rejected; every move is logged.

6. Deliver and invoice​

When the work is done, mark the job Ready for Pickup. From the Payments tab, generate an Invoice. If the job is insurance-billed, JemetiOS splits the invoice automatically between customer and insurer.

Take payment (cash / card / bank) — payments record against the invoice, and the GL updates in real time.

Mark the job Delivered. The customer gets a satisfaction survey link, the job closes, and the bay is free for the next vehicle.

What just happened​

In one job, you:

  • Captured a customer and their vehicle.
  • Ran a photo-backed inspection and turned findings into a quote.
  • Got customer approval through the portal.
  • Tracked labour and parts in real time on the bay floor.
  • Generated a (possibly insurance-split) invoice.
  • Recorded a payment that hit your general ledger.
  • Closed the loop with a satisfaction survey.

That's the daily loop. Everything else in JemetiOS — CRM, memberships, inventory restock, POS, payroll, accounting reports — sits around this core flow and feeds it data.

Next: see the Bay Floor View, or read the complete tenant journey.