Open the right work order
Use Work Orders in the active shop workspace. Check the customer and vehicle before changing an order.
- Confirm the customer request and agreed scope.
- Open the existing order or use the available creation/conversion workflow.
- Check its customer, vehicle and requested work.
- Use the stages and controls available for your role to keep progress current.
Keep scope changes clear
Explain changes to the customer and follow the shop authorization process before performing additional work. Notes and workflow stages describe operations; they do not by themselves prove customer approval.
Keep the records consistent
A booking request and a work order serve different purposes. Confirm the relevant request and work-order records both reflect what happened instead of assuming every change in one automatically updates the other.
Something unclear or out of date?
Tell us which instruction needs correcting. Do not send passwords, recovery links, session tokens or unnecessary customer information.
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