Job Board
Documents
Turn the prepared works and parts into customer documents, then download, send, or manage them directly from the Job Card.
Generate Estimates & Invoices
Creating a document from the Job Card
Once the required services, labour, and parts have been added to the Works & Parts tab, you can generate customer documents from the Documents tab.
Click Estimate to create a repair quotation based on the work currently prepared for the customer.
Select What to Include
Choosing the items for the estimate
Before generating the document, choose which items should be included in the estimate. Wemotics provides three options.
New Parts & Services
- Includes only the services and parts that have not yet been included in a previous estimate.
- Useful when additional repair work has been identified after an estimate has already been sent to the customer.
All Parts & Services
- Includes every service and part currently added to the Job Card.
- Use this option when creating the first estimate or when sending a complete updated quotation.
Custom Selection
- Allows you to manually choose which services and parts should be included in the estimate.
- Useful when preparing a quotation for only specific repair items.
After selecting the required items, click Generate Estimate.
Generated Documents
Where documents are stored
The generated estimate is automatically saved in the Documents tab, where all customer documents related to the Job Card are stored.
Each document displays
- Document type
- Document name
- Creation date
- Total amount (including VAT)
Manage Documents
Download, send, or delete
From the Documents list, you can manage every generated estimate.
Available actions include
- Download the document as a PDF.
- Send the estimate directly to the customer via WhatsApp.
- Delete the document if it is no longer required.
When sending an estimate through WhatsApp, Wemotics automatically attaches the generated PDF. You can review or customise the message before sending it to the customer.
Invoice
Generating an invoice
An Invoice becomes available once the relevant services and parts from the Estimate have been approved.
Approval can be completed in two ways: by the customer through the Customer Portal, or manually by the workshop administrator. Once the required items have been approved, the invoice can be generated and downloaded from the Documents tab.
Note
Customer approvals through the Customer Portal and the process for approving individual services and parts are explained in dedicated sections below.