Workshop Check-In

          ⚠ 0 quote(s) to send
        

          ✉ 0 new
        

          🔧 0 part order(s) due
        

No check-ins yet today.

Find an existing customer (searches by name, phone, or rego)

Customer details

First name

Surname

Phone

Vehicle

Rego

Rego state

Select a package

Quote line items

Description	Qty	Price	Total	Part #	Brand	Notes

Total: $0.00

Notes (internal, not shown to customer)

Saved Copied

            Showing pending quotes only — 
          

Date	Customer	Phone	Rego	Package	SA	Total	Status

No quotes found.

Existing packages

Code	Name	Category	Lines	Total

Add / edit a package

Code

Name

Category (for grouping, e.g. Service, Brakes) Standard line items for this package

Description	Qty	Default Price	Total

Package total: $0.00

Saved

Time	First Name	Surname	Phone	Email	Age 18+	Authorised Total	Sig	Doc

No signed authorizations yet.

Branding

Upload a logo and pick a colour scheme — used on the kiosk screen, printed job cards, and the AC Compliance report. Leave blank to keep the current defaults.

Logo

PNG or JPG — used on the kiosk screen and printed job cards

Primary colour

Accent colour

Background colour

Saved

Business name Location (shown on the badge, e.g. "Ipswich") Address / subtitle line (street only — used with suburb/postcode below on printed documents)

Suburb

Postcode

Phone RTA Number (Refrigerant Trading Authorisation — shown on invoices/quotes/advertising per ARC requirements) RTA number is included on stationery, invoices, quotes, etc. RTA number is included on all advertising RTA Expiry Date State (default for rego state / customer address) Marketing opt-in checkbox text (shown at check-in) Notification email (check-ins & signed authorizations are emailed here) Technician names (comma-separated, shown as options when assigning a job) Technician login access hours (24hr, Brisbane time)

From

Until

Pay week starts on Default quote charges (auto-added to every quote — leave blank to skip any)

Labour rate ($/hr)

Waste levy ($)

Sundries ($)

Show individual item prices on the customer authorization page (off = customers see a package total only, not each item's price) Default parts order lead time (days before a job to trigger the warning) SMS Templates (quick-send messages, shown when texting a customer)

Waiver & terms text Authority to Commence Works — Terms of Service (sent separately, not part of the kiosk check-in)

Adding, removing, and setting roles for staff logins is done in the Staff tab (visible to Super Admins only).

Saved

Add a staff member

Display name

Role

Email Temporary password (they can use this to sign in — at least 8 characters) Time clock PIN (4 digits, optional — for the Time Clock button on the kiosk) Hourly rate ($, optional — used for payroll cost estimates)

Saved

Current staff

Name	Email	Role	Status	Clock PIN	Hourly Rate

Recent logins

Time	Email	Role

Got a customer with more than one car? Just add a row for each vehicle, repeating their name/phone/email — they'll all show up together under that customer's profile.

Possible duplicate customers

Grouped by matching rego plus a similar name — review each group before merging, since a resold vehicle could share a rego with a completely different owner.

Visit history (0)

Date	Vehicle	Rego	Odometer	Reason	Status

Quote history

Date	Package	Total	Status

Signed authorizations

Date	Ack'd Terms

SMS history

Date	Message	Status

To-Do List Show completed items

Staff Leave / Away

Tracks everything an ARC permit condition check looks for, so it's ready whenever a Field Officer calls.

Permit Conditions Checklist

Click any item to override its status — useful when a requirement is genuinely met but tracked in a different system, or doesn't apply this period.

Quarterly Compliance Reminder

Adds a to-do reminder every quarter (Feb, May, Aug, Nov — matching the ARC 3-monthly check cycle) to run through equipment checks, cylinder leak tests, and records.

Set reminder

Day of the month

Saved

Nil Refrigerant Activity Declarations

Per ARC Form A7b — confirms no purchase, sale or return activity for a quarter. Auto-detected from the log above where nothing was recorded; confirm to lock it in for the record.

Risk Management Plan

Evidence of a risk management plan relating to refrigerant handling and storage. Write it here, or note where the full document is kept.

Saved

Documents on File

Keep copies of the actual ARC letters and licences on file — approvals, RTA renewals, RHL licences — in case they're ever asked for directly.

Fire & Building Compliance

Fire Safety Contractor & Building Inspection

Contact name

Company

Phone

Next building fire safety inspection due

Saved

Fire Extinguishers

Fire Exits

Evacuation & Fire Safety Map

Upload an overhead photo, trace the building outline, then mark exit and extinguisher locations against your registered items above.

Saved

Phone Messages

Internal Chat

Staff	Date	Area of Work	Clock In	Clock Out	Break (mins)	Net Hours

No time clock entries in this pay week.

Weekly payroll cost estimate

Saturday hours are costed at 1.5×. Superannuation is calculated at 12% on top of wages. Set each staff member's hourly rate in the Staff tab — anyone without a rate set is skipped here.

Staff	Normal Hrs	Saturday Hrs (1.5×)	Wage Cost	Super (12%)	Total Cost
Grand Total			$0.00	$0.00	$0.00

This exports a plain CSV of clock in/out and break times for reconciling against Xero — it doesn't push data directly into Xero automatically.

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