- 01Bill it, in stages
- Invoice whatever is finished, as many times as the build needs — installed parts at your markup, tracked hours at your rate. Partial payments accumulate, and every invoice carries a customer e-signature and a release of liability above the signature line. Invoice numbers come from a counter that only moves forward.
- 02Show the customer
- Publish a progress update — photos, parts installed, hours, what got done — and send them a private link. Posts render as a month-grouped timeline, and each one is a snapshot, so it still reads correctly a year later when the build has moved on.
- 03Know what it cost
- Budget against actual on every build, live: budget from your approved quotes, actual from tracked hours at your rate plus parts at customer price. Plus reports for payroll hours by person, invoices issued in a range, and parts margin line by line.
- 04Document it
- A gallery per build with folders. Photos shot on a task, images attached to a comment, POs dropped on the parts page — all of it lands in one place, each carrying who uploaded it and what it came from. When the car sells, that is its provenance.
- 05Schedule it
- Each person gets their real working week. A task with a due date and an hours target spreads backwards across the days it will actually take — 100 hours at 5 hours a day is twenty working days, not a dot on Friday — and over-booked days get flagged.
- 06Read the paperwork
- Photograph a supplier PO and it becomes parts rows. Drop the customer’s punch list and it becomes packages and tasks. Hand it a page of notes and it becomes a structured note. Nothing is written until you have reviewed it.
- 07Split it by department
- Paint & Body, Fabrication, Interior and Engine & Trans come set up — rename, recolour or replace them. Assign a task to a whole department and whoever clocks in claims it, so the work reaches a crew rather than a person who might be off.
- 08Keep notes
- Rich-text notes per build with a shop-wide template library — the pre-delivery checklist, the customer’s standing instructions — copied in rather than linked, so editing a template never rewrites a note somebody already wrote.