Viewing and working on jobs from My Jobs

Summary

The My Jobs page (/my-jobs) is where technicians find and do the work. It opens on the shared Jobs board and has a tile dashboard (Home) one tap away. Tapping a job opens the job card, a mobile-first detail view with pill-bar navigation across nine tabs. From the job card you complete tasks, record findings with photos, message the customer, track time, and sign off work.

You can do all of this on any job in your garage, not only jobs assigned to you. Assignment tells everyone whose job it is. It does not stop a colleague helping, and every task, photo, finding, message and sign-off is recorded against the person who actually did it.

Prerequisites

• You are signed in with a technician account, an account with the Can work as Technician flag, or a role that includes Access My Jobs. Owners can open My Jobs too.
• To sign off a job you also need the Sign Off Jobs permission. Technicians, and anyone with the Can work as Technician flag, have it by default.

Steps

Accessing My Jobs

1. Navigate to /my-jobs. This is the technician’s default landing page.
2. The page opens on the Jobs board, showing the workshop’s live jobs with a badge on each card saying whose it is.
3. Use the view toggle in the top-right corner to switch between Jobs and Home.
   • Jobs is the default view. Use the date-range toggle to switch between Today and This Week (?range=week), and Mine / All to narrow to your own work.
   • Home (?view=dashboard) shows quick-access tiles, your current job, upcoming jobs, and stats. See Using the My Jobs Dashboard.

Opening a Job Card

1. Tap any job from the dashboard or kanban board to open the job card at /my-jobs/{id}.
2. The job card header is split into two parts so you can tell information apart from actions.
3. An information strip of flat, read-only pills. These tell you the state of the job and never do anything when tapped:
   • Registration plate, vehicle make/model, year, customer name, and assigned bay.
   • Current status (Scheduled, In Progress, Awaiting Parts, Quality Check, Complete).
   • Vehicle presence (checked in, customer waiting, not on site).
   • Mileage and parts-ordered flags when they apply.
4. An action area with exactly one main button plus an Actions menu:
   • One context-aware primary button that shows the obvious next step (for example “Check in vehicle”, “Start Job”, “Mark complete”, or “Resume”).
   • An Actions menu (marked with a downward chevron) holding everything else, such as changing the vehicle’s presence, recording mileage, and other status changes.
   • A running timer appears here if you have an active time session on this job.
   • A Print job card button with a language dropdown beside it, for a paper copy of the job. See Printing a job card for the workshop.

Navigating the Job Card Tabs

1. Below the header is a horizontal pill bar with nine tabs. Scroll left/right to see all tabs. The tabs are:
   • Tasks - task checklist (primary working tab).
   • Parts - parts allocated to this job and their status.
   • Findings - inspection findings with severity and photos.
   • AI Assist - AI consultation for diagnostics.
   • Messages - secure messaging with the customer.
   • Media - all photos and videos for this job.
   • Vehicle - vehicle details (make, model, year, VIN, colour). It also holds the Identification section for Haynes Pro service data.
   • History - service history and previous findings for this vehicle.
   • Time - time log entries for this work order.
2. You can reorder tabs by long-pressing (500ms) the pill bar to enter edit mode, then dragging pills to your preferred order. Tap “Done” to save.

Completing Tasks

1. Open the Tasks tab. Tasks are sorted with incomplete safety-critical items first, then other incomplete items, then completed items.
2. Safety-critical tasks display a shield icon and amber highlight.
3. To complete tasks:
   • Tap the circle icon on one or more tasks to select them. A floating “Mark Complete” button appears.
   • Tap “Mark Complete” to bulk-complete the selected tasks.
   • Alternatively, tap the task row (not the circle) to open the notes modal. Add notes, then tap “Save” (notes only) or “Save and Complete” (notes plus completion).
4. To add a new task, tap the + Add Task button at the bottom of the task list.

Tasks are the job’s to-do list, ticked off as done. A vehicle health check is different: a walk round the car giving each item a Red, Amber or Green verdict. Start one from the Checks tab: tap Start health check. See Doing a vehicle health check.

Recording Findings

1. Open the Findings tab or use the Finding quick-action button in the header.
2. Tap Add Finding to open the finding dialog.
3. Fill in the required fields:
   • Description - free-text description of the finding.
   • Severity - select one of: Safety Critical (red), Recommended (amber), or Optional (green).
4. Optionally attach photos by tapping “Take Photo” (opens device camera) or “Choose Photo” (selects from existing job photos). Up to 5 photos per finding.
5. Optionally add line items for parts and labour time using the line items section.
6. Tap Save Finding. The finding appears in the list sorted by severity (safety first). Saving a finding sends nothing to the customer. Your service advisor decides what to tell them.
7. To edit a finding you created, tap the pencil icon on its card. You cannot edit a finding a colleague recorded. Each finding card shows who recorded it.

Taking Photos and Videos

1. Use the quick-action buttons in the header:
   • Photo - opens the device camera to capture a photo for the job record.
   • Video - opens the device camera to record a video.
   • Finding - opens the finding dialog with photo capture.
2. All captured media appears in the Media tab. Each photo shows the name of the person who took it.

Identifying the vehicle for Haynes Pro

Service schedules, technical drawings and OE data need the vehicle identified to its exact manufacturer type. You are usually the best person to judge that, so you can do it from the job card. Identifying is free.

1. Open the Vehicle tab and find Identification. The My Jobs board card also has an Identify button when the vehicle is not identified.
2. Tap Identify vehicle for service data (on the board card, Identify), or Re-identify to change an existing pick. Re-identifying starts on the current identity, marked Current, so you can tap Keep current if it was right.
3. Pick the variant that matches the car in front of you.
4. Check the summary before you confirm. It shows the engine code, fuel, engine capacity, power, body and build years. A wrong pick gives confidently wrong data, so compare it with the car.
5. Tap Confirm identity.

If the vehicle has no VIN recorded, a Capture the VIN for a closer match link sits under the Identify button. On a vehicle that is already identified it reads Capture the VIN. It is optional, and Identify works without it. Tap it to photograph the VIN plate with your phone. When the VIN is saved, tap Identify vehicle now (or Re-identify using the VIN). The picker starts from the VIN, so the list is usually shorter. Check the details before you pick. The link disappears once a VIN is recorded. See Capturing a VIN from your phone.

Once the vehicle is identified, a line under the identity says who did it: “Identified by {name} - {when}”, or “Matched automatically - {when}” when Haynes Pro returned a single match. Vehicles identified before October 2026 show no line.

If your role does not include Identify vehicles for HaynesPro, you see “Not identified for service data yet” and no Identify button. Tap Ask a technician to identify it to send a request to a colleague who can. Add where the car is under Where is it? (optional) and tap Send request. The section then shows the request’s progress. When it is done, the identity appears here. If the vehicle is only partly identified (“Repair times are not matched for this vehicle yet”), the ask shows under the summary. See Asking a technician to identify a vehicle.

Advisors can also ask technicians to identify a vehicle that has no job. Those requests appear under Open requests on the My Jobs board. See Using the My Jobs Dashboard.

Checking the vehicle in or out

1. You can set the vehicle’s presence yourself, without waiting for a manager. Anyone who can work jobs can check a vehicle in, and undo a mistaken check-in. This means you can start your own job once the car arrives.
2. To check a car in, tap the primary Check in vehicle button (it appears when the job is ready to start but the car is not on site yet). Enter the mileage if you have it, or skip it.
3. To change presence at any other time, open the Actions menu and choose Vehicle status, then pick the state (checked in, customer waiting, or not on site).
4. Once the car reads as on site, the primary button changes to Start Job.

Customer-handover states (ready for pickup, picked up) are handled by the front desk, from the work order or the On site screen, so they are not in the technician menu. See Vehicle presence and the On site screen.

On a mobile job it works the other way round. The car is not coming to you, you are going to it, so instead of checking a vehicle in you mark yourself as arrived. Use Mark on site when you get there. Start Job does not become available until you do, so if the primary button is not offering it, check whether you have marked on site yet.

The customer’s address and postcode are on the job card, on the work order and on the scheduler, so you have what you need to get there without ringing the office.

Changing Job Status

1. The single primary button always shows the next obvious step for the job. Tap it to move forward: Start Job, Mark complete, or Resume.
2. Other status changes live in the Actions menu, labelled as plain actions.
3. Any status change made from the Actions menu asks you to confirm first, so an off-path change can never happen on a single accidental tap. The forward primary button does not need a second tap.
4. When moving to a completion status (Complete or Quality Check), the system checks for incomplete tasks and displays a warning if any remain. Safety-critical incomplete tasks block the status change.

Awaiting parts: two options

When you are waiting on a part, the Actions menu gives you two clearly different choices. Pick the one that matches the situation.

1. Parts on order, keep working. Use this when a part is on order but the car stays on the ramp and you carry on with the rest of the job. It raises a “parts on order” flag only. The job status does not change, your time keeps running, and there is no confirmation to slow you down. When the flag is already on, the same menu item reads Clear parts-on-order, so you can switch it off.
2. Awaiting parts, off the ramp. Use this when the missing part means the car comes off the ramp and the job is parked. It moves the job to Awaiting Parts status, raises the parts flag, and stops your time on this job. Because that is a real work-stop, it asks you to confirm first.

When the part arrives, tap the primary Resume button to move the job back to In Progress. Resuming clears the parts flag.

Working on a colleague’s job

1. Open the job from the board, whatever its badge says.
2. Tick tasks, add photos and findings, send messages, start the job or sign it off exactly as you would on your own job. No confirmation is needed.
3. Your name goes on everything you do. Task completions, photos, findings, messages, time and sign-off all name you, not the assigned technician.
4. Working on the job does not reassign it. If it names a colleague, it still names them. If nobody was assigned, starting it or clocking onto it assigns it to you.
5. If a colleague did the same thing a moment before you, you see a message saying so instead of a generic error. For example, “This task is already ticked off. Refresh to see who completed it and when.”

Signing Off Work

1. Once all tasks are complete, tap the Sign Off button in the Tasks tab.
2. The sign-off dialog shows:
   • A summary of task completion (e.g. “8/8 tasks complete”).
   • A warning if any safety-critical tasks are still incomplete (blocks sign-off).
   • A blocker if the job is already at a terminal status (already signed off or cancelled).
   • A blocker if your role does not include the Sign Off Jobs permission.
   • A note explaining that signing off sends the job to the office to be invoiced, and does not tell the customer their vehicle is ready.
   • An optional notes field for completion notes (max 1000 characters). These are saved to the job and visible from the work order detail page.
   • If AI was consulted during the job, a “Did AI help?” prompt appears.
3. Tap Sign Off to complete. You are taken back to /my-jobs.
4. Sign-off does not message the customer. The job moves to the finished status and appears on the office’s Unbilled list, where front of house raises the invoice and lets the customer know. If someone had already promised the customer a call-back about this job, that call-back can still go ahead.
5. Torqueflow records who signed off and when. The Tasks tab shows Signed off by with the person’s name, and the same details show on the work order detail page.

Clocking Out of a Job

1. If you have an active time session on this job, a clock-out reminder appears after a period of inactivity.
2. Tap the reminder to open the clock-out dialog, add optional notes, and confirm.

Expected Outcome

• Your assigned jobs are visible in the dashboard and kanban views.
• Tasks show clear completion progress with safety-critical items highlighted.
• Findings are recorded with severity, description, optional photos, and line items.
• Job status progresses through the workflow with appropriate warnings.
• Signed-off jobs show “Signed off by” and the person’s name instead of the sign-off button.
• Work you do on a colleague’s job is recorded under your name.

Troubleshooting

Problem	Cause	Fix
”Access denied” or redirected to /dashboard	Your account does not have the technician role, the Can work as Technician flag, or the Access My Jobs permission.	Ask your manager to update your role or enable the technician flag.
Sign-off is blocked with “You do not have permission to sign off jobs”	Your role does not include Sign Off Jobs.	Ask the garage owner to grant it, or ask a colleague who holds it to sign the job off.
”Sign-off could not be saved. Somebody else may have been working on this job at the same time”	A colleague changed the job while you were signing off.	Try again.
”This task is already ticked off”	A colleague completed the task a moment before you.	Refresh the job card to see who completed it and when.
My unread message badge cleared, but I never read the customer’s message	A colleague opened the job card, and opening the Messages tab marks the customer’s messages as received for everyone.	Open the Messages tab on your jobs to check for new messages, rather than relying on the badge.
My job timer is still running after a colleague completed my job	Completing a job only stops the timer of the person who completed it. Torqueflow never stops someone else’s clock.	Clock out yourself. If you forgot, delete the entry and add the right time with Add time.
Cannot start job - “Check in vehicle first”	The vehicle presence is not set to “checked in” or “customer waiting”.	Tap the Check in vehicle button (or Actions > Vehicle status) to check the car in yourself, then tap Start Job.
Sign-off button is blocked	One or more safety-critical tasks are incomplete.	Complete all safety-critical tasks before signing off.
No Identify button, and the vehicle says “Not identified for service data yet”	Your role does not include Identify vehicles for HaynesPro.	Tap Ask a technician to identify it to send a request to a colleague who can. Or ask the owner to add the permission to your role.
A button disappears after you tap it, with a message that you do not have permission	Your permissions were changed while the job card was open. The page refreshes to match.	Nothing to fix unless you should have that permission. Ask the owner.
Photos not uploading	Network connection issue or storage permissions denied.	Check your internet connection. Ensure the browser has camera and storage permissions.
Cannot see the running timer	No active time session for this job.	Clock in to the job via the time tracker or the dashboard clock-in tile.

Notes

• The job card is designed as a mobile-first interface. On desktop, the layout adapts with the pill bar available in bottom or left-side positions.
• Tab order preferences are saved per technician and persist across sessions. Set your default tab in preferences (gear icon).
• The dashboard view includes a shift clock widget at the bottom showing your current clock-in status.

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 requires Sign Off Jobs (my_jobs.sign_off). The Technician role has it, and anyone with the Can work as Technician flag gets it automatically. To let someone work on jobs without signing off, see Roles and Permissions.
• Identifying a vehicle for Haynes Pro requires Identify vehicles for HaynesPro (vehicles.haynespro.identify). Technicians, service advisors, managers and owners have it by default.
• Anyone with My Jobs access can check a vehicle in and out, and flag or clear “parts on order”, including staff on a custom role.
• Being assigned to a job is not needed for any action on the job card. Any technician in the garage can act on any job in the garage. Nobody outside your garage can.
• Editing a finding is limited to the person who recorded it, and deleting a time entry is limited to the person who logged it.
• Users without My Jobs access who open /my-jobs/{id} are redirected to the work order page at /work-orders/{id}.