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Shop workflow

The vehicles board

Every car on the floor, its stage, and the next action, in one live view.

The Vehicles page is the heart of CarSignal. It shows every active car as a card (Board view) or a row (List view), grouped by where it is in the pipeline.

Board view: five lanes from Incoming to Ready, with value totals per lane.
Board view: five lanes from Incoming to Ready, with value totals per lane.

The five lanes

LaneWhat it means
IncomingBooked appointments and brand-new leads that have not been checked in
Needs quoteThe car is here (or the request is in), but nothing is priced yet
Waiting approvalAn estimate was sent and the customer has not answered
In shopApproved work: ordering parts, waiting on parts, or in progress
ReadyWork is done; collect payment and hand back the keys

Each card shows the vehicle, the customer, how long it has been in the shop, the work, the estimate value, and the assigned tech.

Next actions

Every vehicle shows one computed next action, so nobody has to reconstruct state from memory: Build quote, Send quote to customer, Waiting on customer, Order parts, Awaiting parts, Finish the job, Collect payment, Mark picked up. A booked car whose appointment day passed without a check-in reads Missed appointment, follow up.

Urgency flags

A red flag means a real bottleneck, not just age:

  • Waiting on approval for more than 48 hours
  • Approved but parts not ordered within 24 hours
  • Waiting on parts for more than 5 days
  • In progress with no update for 72 hours
  • Ready for pickup for more than a day
  • A missed appointment

List vs Board

List view is a sortable table (default sort is urgency) with the same information plus labor progress. Board view is the pipeline at a glance. The All / Assigned to me toggle filters to your own cars, and search matches name, phone, email, plate, VIN, or RO number.

List view: the pipeline snapshot bar on top, then every car with its work, next step, estimate, and tech.
List view: the pipeline snapshot bar on top, then every car with its work, next step, estimate, and tech.
Note

You never set a stage by hand. Stages are derived from facts, like whether a quote exists, whether it is approved, and whether parts are ordered. See Stages and next actions.