Using the My Jobs Dashboard

Summary

My Jobs at /my-jobs is the technician’s home. It opens on the Jobs board, which shows the whole workshop’s live jobs, and has a Home dashboard of big colour-coded tiles one tap away. From here you can clock into your next job in one tap, jump back into the job you are on, or pick up any job in the garage. Being assigned to a job is a planning hint, not a lock: any technician can work on any job, and the record names whoever actually did the work.

Prerequisites

• You are signed in with a technician account, with the Can work as Technician flag enabled on your staff record, or with a role that includes Access My Jobs. Owners can open My Jobs too.
• There is at least one job booked for today, this week, or upcoming. It does not have to be assigned to you.

Steps

Opening My Jobs

1. Sign in. Technician accounts land on /my-jobs automatically.
2. The page opens on the Jobs board. Use the toggle at the top right to switch between Jobs and Home.
3. Old links and bookmarks to /my-jobs still work and now open the board.

The Jobs board

The Jobs board shows the whole workshop’s live jobs, not only the ones assigned to you. Each card is marked so you can tell at a glance whose it is:

1. Mine: jobs assigned to you.
2. My bay: jobs in your bay.
3. Unassigned: jobs no one has picked up.
4. A named colleague: jobs another technician is on.

These badges tell you whose job it is. They do not stop you working on it. You can start, drag, update and finish any card on the board.

If a card’s vehicle has not been identified for Haynes Pro service data, the card has an Identify button, so you can pick the vehicle’s exact type without opening the job. See Viewing and working on job cards.

If the vehicle has no VIN recorded, a Capture the VIN for a closer match link sits on its own line under Identify. It is optional. Tap it to photograph the VIN with your phone first, then tap Identify vehicle now when the VIN is saved. The picker then starts from the VIN. See Capturing a VIN from your phone.

A customer waiting flag stands out loudly, so you can prioritise someone sitting in reception. Use the Mine / All toggle to switch between just your work and the whole workshop. Use the date-range toggle to switch between Today and This Week.

Open requests: identifying a vehicle someone asked about

When an advisor is not sure which engine or body a car has, they can ask a technician to identify it. Their requests appear in an Open requests ({count}) section above the board columns. It ignores the Mine / All toggle, so every technician sees every request. It only appears when there is at least one request. You only see it if your role includes Identify vehicles for HaynesPro. See Asking a technician to identify a vehicle.

Each request shows the registration, make and model, the advisor’s note (for example “bay 3, keys at the desk”), “Asked by {name}” with how long ago, and an On site or Not on site chip. The chip comes from the car’s work orders, so a car with no job always shows Not on site. The vehicle does not need a job for you to identify it. The oldest request is at the top.

If the vehicle has no VIN recorded, the request also shows Capture the VIN for a closer match (or Capture the VIN if the car already has an identity picked) above the buttons. Capturing the VIN does not take the request. When the VIN is saved, tap Identify vehicle now to go straight to the picker. That takes the request for you if it is still open. If someone cancelled it or marked it can’t-identify in the meantime, the picker still opens. If a colleague identified the car while you were capturing, a message says so and nothing opens.

1. Tap Identify to pick the vehicle’s type straight from the request. If nobody has taken it yet, this takes it for you first. Pick the variant that matches the car and tap Confirm identity. The request closes and the advisor is told.
2. Tap I’ll do it to tell everyone you are on it. The row then says “You’re on it”, and the advisor sees your name. Tap Release if you cannot get to it after all.
3. If a colleague has taken it, the row says “{name} is on it” with Take over. Taking a request is a courtesy, not a lock. You can identify it, or take it over, at any time.
4. Tap Open vehicle to open the vehicle record. This is how you reach a car that has no job yet. Identifying it there closes the request too.
5. Tap More for two ways to close a request without identifying the car:
   • Can’t identify it asks “Why can’t it be identified?”. Pick No match in HaynesPro, Not on site, No keys or Other. Other needs a note. Tap Confirm. The advisor sees the reason and can ask again.
   • No longer needed cancels the request. A message says “Request cancelled” with Undo.

The section shows three requests at a time. Tap Show all ({count}) for the rest. Tap the header to collapse it. Collapsed, it shows the count and the oldest request’s age. It opens again by itself when a new request arrives. The board checks for new requests every 30 seconds while auto-refresh is Live.

If someone else dealt with a request a moment before you, the row disappears with a message such as “Already identified by {name}”, “{name} cancelled this request” or “{name} couldn’t identify it”.

Moving a card

1. Drag a card to the next column to move the job on.
2. Dragging a card into Complete asks you to confirm first, the same as marking it complete on the job card. Once a job is complete it cannot be dragged back.
3. If the garage requires a mileage reading before a job is completed and none has been recorded, the board asks for it there and then, and finishes the move once you enter it.
4. If a colleague moved the same job a moment before you, a message says “A colleague moved this job first”. The board refreshes. Check where the job is now before trying again.

Who a job ends up assigned to

1. Starting or clocking onto a job that nobody is assigned to assigns it to you.
2. Working on a job that already names a colleague never changes the assignment. Your work is recorded against your own name.
3. The Claim button is for taking a job you have not started yet (see “The backlog and claiming jobs” below).

Actual times against booked

Each in-progress or finished card shows when the job actually started and finished, alongside its booked slot, with a clear ahead or behind schedule read. The board reflects what is really happening on the floor, not just the plan.

The Home dashboard

Select Home to see the tile dashboard.

The top tile (Working On / Ready to Start)

1. If you are clocked into a job, the top tile is red and shows Working On with the vehicle make/model, the job description, and a live running timer. Tap the tile to jump back to that job card.
2. If you are not clocked in but have a job scheduled to start within the next hour, the top tile is green and shows Ready to Start with the vehicle and a large play button. Tap the tile to clock in and open the job card in one go. A message confirms you are clocked in.
3. If nothing in the diary names you, the tile offers the next unassigned job in the garage instead, so the button that starts your day does not disappear. A job already booked to a colleague is never offered.
4. If neither applies, the top tile is hidden and the dashboard shows just the navigation tiles below.

The navigation tiles

1. Today’s Jobs (blue): the total number of jobs booked for you today, and how many are still left to do. Tap to open the board for today.
2. This Week (purple): tap to open the board filtered to the week.
3. Customers (teal): opens your customer messages inbox.

The dashboard used to have a fourth Parts tile pointing at /my-jobs/parts. The tile was removed because parts work happens inside the job card (see Tracking Parts on the Job Card). The /my-jobs/parts route still exists as a signpost if you follow an old bookmark, but it just points back at the job card.

Stats row

1. Below the tiles are two stat cards:
   • Hours today: your clocked time so far today, formatted as hours and minutes (e.g. “5h 42m”).
   • Jobs done today: the number of jobs you logged time on that are now finished. A job counts once however many times you clocked onto it, and it counts whether or not it was assigned to you.
2. The stats refresh automatically when you clock in, clock out, or sign off a job.

Coming Up section

1. If you have no jobs today but have jobs scheduled later in the week, a Coming Up section appears below the stats. It lists the next three upcoming jobs with vehicle, registration, and the day they are due. Tap any row to open the job card.

Pull to refresh

1. On a phone or tablet, pull down from the top of the page to refresh the dashboard. The pull indicator shows Pull to refresh, then Release to refresh once you pull far enough. Releasing reloads the data and shows a “Dashboard refreshed” message.

The backlog and claiming jobs

Some jobs are logged as work orders but have no appointment yet, so they never reach the board. The backlog screen lists these pending jobs as a pool you can pick from.

1. Open the backlog at /my-jobs/backlog.
2. Find a pending job you can take.
3. Tap Claim. The job moves onto the live board in your bay, and an appointment is created so the diary stays accurate.

Where you choose a bay, each one shows a van icon if it is a mobile unit or a building icon if it is a workshop bay. There is no limit on how many jobs a bay can hold at once, so every bay can be picked. The one exception is a mobile unit that is on the road for that time. Claiming into it shows a message such as “Mobile Van 1 is travelling until 12:50.” The bay list opens again with that van greyed out and the same message under it. Pick another bay.

Claiming needs the Claim Jobs permission, which technicians have by default. Anyone with My Jobs access can open the backlog, but without Claim Jobs it is read-only: there are no Claim buttons, and the subtitle reads “Claiming jobs isn’t part of your permissions.”

After signing off a job

1. When you sign off a job, the system returns you to My Jobs, which opens on the board, so you can pick up the next one.

Expected Outcome

• You land on the Jobs board and can see every live job in the workshop.
• You can start, move and finish any job, and the record names you as the person who did it.
• One tap on the green Ready to Start tile on Home clocks you in and opens the job card.
• After signing off a job, you land back on the board and Jobs done today on Home goes up by one.

Troubleshooting

Problem	Cause	Fix
I expected the tile dashboard but got the board	My Jobs now opens on the Jobs board.	Select Home at the top right.
The Ready to Start tile is missing even though I have a job today	The next scheduled job starts more than an hour from now.	Tap Today’s Jobs to see the board, then tap the job when you are ready to start it.
The Working On tile is missing but I am clocked in	The dashboard data has gone stale.	Pull down to refresh, or tap any tile and come back.
Pull to refresh does not trigger	You started the gesture from below the top of the page.	Scroll to the very top first, then pull down.
Tapping Ready to Start says “Check in vehicle first”	The vehicle is not marked as on site.	Check the vehicle in from the job card, or ask the service advisor to, then try again.
”A colleague moved this job first” when dragging a card	Someone else changed the job while your board was showing the old position.	The board has refreshed. Look at where the job is now before moving it again.
A job I cannot find on the board	The job has no current appointment, or it sits outside Today or This Week.	Switch to This Week, or look in the backlog.
No Open requests section on the board	There are no open requests, your role does not include Identify vehicles for HaynesPro, or Haynes Pro data is not switched on for your garage.	Nothing to fix if nobody has asked. Otherwise ask the owner to check your role.
”Couldn’t load open requests.” above the board	The requests could not be loaded this time. The board itself still works.	Tap Try again.
Claiming a job says, for example, “Mobile Van 1 is travelling until 12:50.”	The bay you picked is a mobile unit that is on the road for that time.	Pick another bay from the list. The travelling van stays greyed out while the list is open.
You followed a bookmark to /my-jobs/parts and it shows a signpost page	The standalone parts page has been retired.	Use the Parts tab on the relevant job card. The signpost on /my-jobs/parts links you back to My Jobs.

Notes

• The dashboard refreshes itself when your clock-in status changes anywhere in the app, so the Working On tile stays in sync if you clock in from the job card or the header.
• The “next job within the hour” rule is what controls the Ready to Start tile. Jobs further out appear under Today’s Jobs.
• My Jobs is the default landing page for technician accounts. Owners, and staff with the Can work as Technician flag, can open it from the sidebar.
• If you complete a colleague’s job, their job timer is not stopped for them. Stopping someone else’s clock would falsify their time. Let them know so they can clock out.

Permissions

• Requires the Access My Jobs capability (my_jobs.access). Anyone with the Can work as Technician flag gets it automatically, and owners have it.
• Signing off a job needs the Sign Off Jobs capability. See Viewing and working on jobs from My Jobs.
• Claiming a job from the backlog needs the Claim Jobs capability.
• Seeing and working Open requests needs Identify vehicles for HaynesPro (vehicles.haynespro.identify). Technicians have it by default.