What you will accomplish

You will open a scheduled appointment’s workflow from Schedule and finish the on-site work your facility tracks there—photos, checklists, vehicle condition, notes, and status updates.

When you finish, the calendar and Progress view show the same event with an honest status (In Progress or Done).

When to use Open Event

• The visit is today (or underway) and a technician should run the job in the app—not only look at the calendar block.
• Your event type requires photos, checklists, or vehicle status fields during the visit.
• Front desk scheduled the appointment and the floor team needs the full workflow screen.

Before you start

• Sign in to the staff dashboard (not the customer portal).
• The event already exists on Schedule with the correct vehicle, customer, and time.
• You know which bay or team member is doing the work (assign the event first if that helps your shop).
• If photos are required, use a phone or tablet with a good camera when possible.

Open the workflow from Schedule

1. Open Schedule

   Go to Schedule from the left sidebar.

   Expected result: You see the calendar (or the view you used last—Table, Whiteboard, or Progress).

2. Click the scheduled visit

   Click the colored event block for the visit you are running.

   Use the Search box or Assigned to me if the calendar is busy. See Find and filter scheduled work.

   Expected result: A detail panel opens on the right (or over the calendar on smaller screens). You see the date, time, customer, vehicle, notes, and action buttons.

3. Look for Open Event

   Near the top of the panel, look for Open Event next to actions such as Edit Event or status controls.

   Why this matters: Open Event is the door to the workflow. Edit Event only changes the plan (time, assignee, notes)—it does not replace the workflow screen.

   Expected result: You see Open Event on event types that use workflows (many service and intake types do).

4. Click Open Event

   Click Open Event.

   Expected result: The app opens the workflow page (the address bar includes /dashboard/session/). You leave the calendar view and land on the job screen for this visit.

Work through the workflow page

Each facility configures different steps. Most workflow pages include some mix of the sections below. The page address includes /dashboard/session/—that is normal.

You can switch between two layouts on many workflow screens:

1. Find the view toggle

   Near the top of the workflow page, look for Walkthrough view or Standard view (wording may vary).

   Expected result: Tapping Walkthrough view changes the layout to a step-by-step flow.

2. Use Walkthrough view on the floor

   Choose Walkthrough view when:

   • A new hire is learning your intake process.
   • Photo rules must be completed in order.
   • The screen is small and scrolling is awkward.

   Why this matters: Walkthrough view reduces skipped steps during busy arrivals.

3. Switch back to Standard view when done

   Managers reviewing a visit often prefer Standard view because every section is visible at once.

   Expected result: You can move between views without losing saved photos or notes.

1. Confirm you have the right vehicle

   At the top, read the event title and notes. On the right, check the vehicle card (year, make, model, and owner).

   Why this matters: Starting the wrong workflow is a common mistake when two similar cars are in the building.

2. Move through the STATUS steps

   Look for the STATUS section with To Do, In Progress, and Done. The current step is highlighted (you may see a NOW badge on In Progress).

   Expected result: Progress view and the calendar stay aligned with the floor when status changes.

3. Add photos in All Photos

   Scroll to All Photos. Click + Add Photos to capture condition shots from your phone or tablet camera.

   Why this matters: Photos taken here stay tied to this visit. They are easier to find later than photos saved only on a personal camera roll.

   Expected result: The photo count at the top of the page increases (for example 3 photos).

4. Complete checklists when your event type includes them

   Some event types show checklist items or extra steps in the ACTIVITY area. Follow each prompt and save as you go.

   Note: Not every event type has checklists. If you do not see any, your admin may not have required them for that service.

5. Record vehicle status on the right

   Under Vehicle Status, enter Odometer Reading, tap a Fuel Level button (E, ¼, ½, ¾, or F), and use Record for tire pressure when asked.

   Expected result: The customer record and workflow history reflect what your team observed today.

6. Leave notes in ACTIVITY

   Click + Add in the ACTIVITY section for anything the office or next shift must know (delays, damage found, parts ordered).

   Expected result: The next teammate does not need a verbal handoff to understand what happened.

Use walkthrough for step-by-step photos

Some event types use photo rules—a guided list of shots your team should capture (front, rear, interior, damage areas, and similar). When those rules are on, the workflow page may show Continue in walkthrough instead of asking you to upload every photo in one big list.

1. Look for Continue in walkthrough

   On the workflow page (after you click Open Event), scroll to All Photos or the photo summary near the top.

   If you see Continue in walkthrough, your facility wants photos taken in a guided order.

   Why this matters: Walkthrough mode shows one photo step at a time so technicians do not skip required angles.

2. Click Continue in walkthrough

   Click Continue in walkthrough.

   Expected result: The app opens a step-by-step photo screen. The address bar includes /dashboard/walkthrough/. You see one location or angle at a time with clear instructions.

3. Capture each required photo

   Follow each prompt. Use your phone or tablet camera when possible. Tap Next or the on-screen button to move to the next step.

   Expected result: The photo count on the main workflow page increases as you finish steps.

4. Return to the main workflow when finished

   When walkthrough is complete, use the browser Back button or open Schedule and click the same event again.

   Expected result: All Photos shows the images you captured. You can add extra photos with + Add Photos if your team allows it.

Mark the visit complete

1. Review your work

   Before you finish, confirm required photos are taken and vehicle readings look correct. If your event type requires a checklist, scroll through ACTIVITY and confirm each step is done.

   Why this matters: Marking complete too early can skip customer notifications or leave billing out of sync.

2. Click Mark as Complete

   Near the top-right of the workflow page, click the blue Mark as Complete button.

   Expected result: Status moves to Done or Complete. The event appears in the Done column on Progress view.

3. Go back to Schedule

   Click Schedule in the sidebar, or use the browser Back button.

   Expected result: The same event still appears on the calendar, now with an updated status.

Use Walkthrough view for step-by-step photos

Some teams prefer a guided, one-step-at-a-time screen instead of scrolling the full workflow page. Walkthrough view is built for that.

1. Open the workflow from Schedule

   Follow the steps above until you are on the workflow page (the address includes /dashboard/session/).

2. Click Walkthrough view

   Near the top of the page, look for Walkthrough view (next to Mark as Complete).

   Expected result: The page switches to a simpler layout that focuses on one photo or checklist step at a time—helpful on a phone in the bay.

3. Complete each step in order

   Follow the prompts to take photos, answer checklist questions, or record readings. Move forward only when each required step is done.

   Why this matters: Walkthrough view reduces missed photos during busy intake days because staff are not hunting through a long page.

4. Return to the full workflow if needed

   Switch back to the standard workflow layout when you need the full ACTIVITY feed or Vehicle Status panel on one screen.

What success looks like

• The correct vehicle and customer were opened from the calendar.
• Required photos and checklist steps were completed (or intentionally skipped only when your policy allows).
• Status on the workflow page matches reality (In Progress while working, Done when finished).
• Managers can trust Progress view without asking the floor for verbal updates.

Troubleshooting

What to do next

• Track the rest of today’s jobs in Track work in the Progress view.
• Change the plan (time, assignee, notes) in Update, assign, or reschedule an event.
• Return to Schedule overview.