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ShopJig

How it works

One job, start to finish

Follow one illustrative job through the shop: a customer wants a front bumper and a lift kit installed on their truck, plus a set of custom rock sliders built in-house.

A bumper, a lift and a set of sliders

An illustrative job. Use the steps, the arrows or your keyboard's arrow keys.

Step 1 of 9

The estimate goes out

The office builds the estimate: the bumper and lift kit from the catalog, install labor from a standard job package, and a one-off fab line for the sliders. It goes to the customer as a link.

Who
Office
Where
Web admin
Estimates, invoices & payments
Job detail: Photos, labor and parts lines, customer and vehicle, times and people on one job page.
Job detailPhotos, labor and parts lines, customer and vehicle, times and people on one job page.

Step 2 of 9

The customer approves it

The customer opens the link and approves the estimate. The approval is recorded on the job, the office sees it on Today, and a deposit is taken against it. No phone tag.

Who
Customer
Where
Link / customer portal
Jobs & board
Today: The owner's day at a glance: what needs you, who's working, today's drop-offs, parts short and money.
TodayThe owner's day at a glance: what needs you, who's working, today's drop-offs, parts short and money.

Step 3 of 9

It goes on the schedule

The drop-off is booked on the shop calendar, and the job shows up on the board as scheduled.

Who
Office
Where
Web or iPad
Jobs & board
Schedule: The week's drop-offs, ready-by times and pickups, with daily capacity.
ScheduleThe week's drop-offs, ready-by times and pickups, with daily capacity.

Step 4 of 9

The truck is checked in

At drop-off, the VIN is scanned and decoded, the concern is written down, the walk-around photos are taken and the customer signs. The job moves to checked in.

Who
Service writer
Where
iPhone
Check-in & inspections
Check-in on iPhone: The walk-around on the phone: pins for damage on each side of the vehicle.
Check-in on iPhoneThe walk-around on the phone: pins for damage on each side of the vehicle.

Step 5 of 9

Parts are pulled or ordered

The bumper is pulled from stock with a scan. The lift kit isn't in stock, so it lands on "What do we need?", goes out on a purchase order, and the job waits on parts until it's received.

Who
Parts / office
Where
Web + iPhone
Parts & inventory
Purchase order: A sent PO with lines, totals and receiving, ready to check in as it arrives.
Purchase orderA sent PO with lines, totals and receiving, ready to check in as it arrives.

Step 6 of 9

The sliders are built

The sliders run as a fab order. A traveler with a QR code goes on the cart, and each operation (cut, bend, weld, coat) is timed by whoever does it.

Who
Fabricators
Where
iPad on the floor
Fab orders & travelers
Shop traveler: The printable traveler: materials, bins and a QR code per operation to start and finish work on the floor.
Shop travelerThe printable traveler: materials, bins and a QR code per operation to start and finish work on the floor.

Step 7 of 9

The install is clocked to the job

The tech clocks onto the job inside their day and gets to work. Questions go in the job's chat thread, with photos, where everyone can see them.

Who
Tech
Where
iPhone / iPad
Time clock & payroll
Time clock: A tech's live job timer with switch, note, photo and clock-out.
Time clockA tech's live job timer with switch, note, photo and clock-out.

Step 8 of 9

Invoice, payment, hand-over

The job is marked ready and becomes the invoice, with the parts, labor and fab work already on it. The deposit is applied, the balance is paid at the counter or by pay link, and the truck is handed over at pickup.

Who
Office
Where
Web or iPad
Estimates, invoices & payments
Invoice: A paid job invoice with labor, parts, sublet, shop supplies, tax lines and the card payment.
InvoiceA paid job invoice with labor, parts, sublet, shop supplies, tax lines and the card payment.

Step 9 of 9

The day closes in QuickBooks

That day's sales, payments and cost of goods go to QuickBooks Online as summary journal entries. The margin on the job is in the reports, from real numbers.

Who
Automatic
Where
QuickBooks Online
Accounting (QuickBooks)
Accounting journal: The day's journal entries per invoice and payment, mapped for QuickBooks.
Accounting journalThe day's journal entries per invoice and payment, mapped for QuickBooks.

Early access

Walk through it with your own jobs

Book a walkthrough and we'll run one of your typical jobs through ShopJig, from the estimate to QuickBooks.

Get early accessBook a walkthrough