Basic Workshop Setup

Welcome to Enroute! This guide will help you set up your workshop in just a few minutes.

Add worker form

Fill in worker details

What You'll Set Up

By the end of this guide, you will have set up the following:

  • Workers - Your team members who will work on job cards
  • Vehicles - Cars and vehicles that come to your workshop
  • Customers - Vehicle owners and clients

Let's get started!


Step 1: Adding Workers

Workers are your team members who will be assigned to job cards.

Add worker form

Fill in worker details

What information you need:

  • Worker name
  • Role or position
  • Contact details (phone, email)
  • Any special skills or certifications

Step 2: Adding Customers

Add your customers so you can assign vehicles and job cards to them.

Add customer form

Fill in customer details

What information you need:

  • Customer name
  • Phone number
  • Email address
  • Address (optional)

Step 3: Adding Vehicles

Register vehicles so you can quickly select them when creating job cards.

Add vehicle form

Fill in vehicle details

What information you need:

  • Vehicle registration number
  • Make and model
  • Year (optional)
  • Customer who owns the vehicle

You're All Set!

Great job! Your workshop is now set up and ready to use. You can now:

  • Create your first job card
  • Assign workers to jobs
  • Track progress in real-time
  • Generate reports

Next Step: Learn how to create a job card →


Tip: You don't need to add everything at once. You can add more workers, vehicles, and customers anytime as your workshop grows.

Need help? If you get stuck, check out our other guides or contact support.