Workflow Overview

autoGMS follows a natural workflow from customer arrival to payment collection. Here is how the pieces fit together.

The lifecycle

Customer arrives
    │
    ▼
Reception Desk ──► Create/find customer + vehicle
    │
    ▼
Booking created (status: Pending)
    │
    ▼
Confirm booking (status: Confirmed)
    │
    ▼
Start work (status: In Service)
    │  ── Job Card visible on bay board
    │  ── Parts consumed from inventory
    │
    ▼
Complete work (status: Completed)
    │
    ▼
Invoice generated
    │
    ▼
Payment recorded
    │
    ▼
Financial entries posted

Key touchpoints

Reception Desk

The three-pane walk-in form where front-desk staff handle arriving customers. In one screen you can find or create a customer, select their vehicle, choose services, and create a booking.

Job Cards Board

A Kanban-style board with one column per service bay. Drag cards between columns and statuses. The board refreshes every 30 seconds so all staff see real-time updates.

Invoicing

When a booking is completed, an invoice can be generated from the job's line items. Invoices support:

• Itemized pricing (per service/part)
• Tax calculations
• PDF generation and download
• Email delivery via shareable links

Payments

Record payments against invoices. autoGMS tracks partial payments, overpayments, and refunds. Each payment atomically updates the invoice balance.

Financial Reports

All transactions flow into the financial reporting engine:

• Profit & Loss — Revenue vs expenses over a period
• Balance Sheet — Assets, liabilities, and equity snapshot
• Cash Flow — Money in and out
• Aged Receivables/Payables — Outstanding amounts by age

Estimates

For jobs that need customer approval before starting, use Estimates. An estimate can be:

1. Created with line items and pricing
2. Sent to the customer via a shareable link
3. Approved or rejected by the customer
4. Converted into a booking with one click