How do I deliver the vehicle and close the job card?

Delivery is the last step and the most neglected: it closes the card, proves the vehicle left, and books the next service date that brings the customer back to you.

Steps

1. Open the job card and press Deliver vehicle — Figure 1.
2. Enter the delivery date and the exit odometer.
3. Write the exit condition notes — the counterpart of the entry notes.
4. Check the next service date; the system suggests it from the vehicle’s service interval, and you can adjust it or leave it blank.
5. Take the customer signature on screen, then confirm the delivery.
6. The card status becomes delivered, and who delivered it and when are recorded.
7. Print the card with the Print button and keep a copy for the customer.

Notes

• Do not hand the vehicle over before the invoice is raised; a closed card with no invoice is work done and not collected.
• The next service date is the cheapest marketing you own; do not leave it blank without a reason.
• The exit odometer against the entry one shows whether the vehicle was used outside the workshop.
• Photograph the vehicle at delivery with type “exit” before it leaves the yard.