Customer intakeCustomer, vehicle and pre-job context
GMS learning center
Learn the system. Run the workshop better.
Understand every Basic + Inventory workflow—dashboard planning se partner app actions tak—with practical, role-based guidance.
Basic + Inventory Web + mobile Role-wise flow
Your learning route5 practical lessons
01
Customer intakeProfile, vehicle & pre-job
02
Workshop executionInspection, assignment & status
03
Billing & deliveryInvoice, payment & gate pass
04
Inventory controlStock, consumption & alerts
05
Team operationsRoles, access & activity
Training scope
What will the Zilauto GMS training teach?
This guide explains how the dashboard and partner app work together—from customer intake and job execution to billing, delivery, inventory and team access. Har lesson mein web control aur workshop-floor action clearly separated hai.
Workshop executionInspection, assignment and live job status
Billing & deliveryInvoice, payment and handover trail
Inventory & teamStock control, roles, alerts and activity
Start here
One operation. Two purpose-built workspaces.
The dashboard gives you detailed control, while the partner app workshop floor par fast actions handle karta hai. Data dono jagah connected rehta hai.
Management command center
Manage records, reports, billing, team access aur stock control from one detailed workspace.
Best for: Owner & ManagerWorkshop action layer
Customer lookup, job updates aur inventory checks phone se quickly complete karein.
Best for: Manager & TeamOne shared source of truth
App par kiya gaya update dashboard history and current operational view mein reflect hota hai.
No duplicate tracking01
Owner account setupVerify the workshop profile aur primary access.
02
Team inviteAdd managers and employees with the right role.
03
Starting dataReview customers, vehicle context aur available parts.
Daily workflow
From customer arrival to final delivery.
Har record ko the right next step mein move karein, so status, ownership and responsibility always clear rahe.
Customer
Identify the right profile and linked vehicle
Pre-job card
Complaint aur vehicle intake accurately capture karein
Inspection
Record findings, photos and required work
Job card
Assign work aur live status update karein
Invoice
Complete estimate, billing and payment checks
Delivery
Gate pass ke saath handover record close karein
01
Customer intake
Start with the right customer and vehicle context.
Repeat customer ho ya new walk-in, keep identity, linked vehicle and complete service history together in one customer repository.
One connected workflowDashboard + partner app
Connected workspaceWeb depth + mobile speed
Web dashboardPlan, review and control
Partner appAct on the floor
Recommended flow
- Search for the existing customer first; duplicate profile create na karein.
- Link the correct primary vehicle and registration with the customer.
- Previous visits, invoices aur service context review karke new intake start karein.
- Convert the enquiry into a pre-job card and record the complaint accurately.
02
Workshop execution
Turn every jobcard into a live operational record.
Pre-job intake se approved work tak, keep assignments, inspection findings and job status consistent across the team.
One connected workflowDashboard + partner app
Connected workspaceWeb depth + mobile speed
Web dashboardPlan, review and control
Partner appAct on the floor
Working sequence
- Verify the complaint, vehicle reading aur requested services in the pre-job card.
- Save inspection findings and supporting media with the customer context.
- Approved work ko jobcard mein convert karke the right employee or mechanic assign karein.
- Update started, in-progress, ready-for-delivery and closed status in real time.
03
Revenue & handover
Complete the work. Keep the billing trail complete.
From job details to invoice and delivery gate pass, clean records maintain karein so every payment and handover stays traceable.
One connected workflowDashboard + partner app
Connected workspaceWeb depth + mobile speed
Web dashboardPlan, review and control
Partner appAct on the floor
Close-out checklist
- Match services, labour, parts usage and approved pricing with the final jobcard.
- Generate the invoice, then verify tax, discount, paid amount aur balance.
- Create the delivery gate pass once the vehicle is ready.
- Handover ke baad delivery and payment status properly close karein.
04
Basic + Inventory
Connect parts availability with every job timeline.
Maintain a clean catalog, accurate current stock and low-stock focus—taaki delays and last-minute purchase surprises reduce ho.
One connected workflowDashboard + partner app
Connected workspaceWeb depth + mobile speed
Web dashboardPlan, review and control
Partner appAct on the floor
Inventory routine
- Define item name, SKU, category, brand, selling price and minimum stock.
- Record every stock intake, issue aur adjustment with a clear reason.
- Update consumed parts on the jobcard so available quantity accurate rahe.
- Review the low-stock list and plan supplier or purchase requirements on time.
05
Team & controls
Give every person the right access and next action.
Employees, alerts, media, activity logs and support tools daily operations ko controlled, focused and accountable rakhte hain.
One connected workflowDashboard + partner app
Connected workspaceWeb depth + mobile speed
Web dashboardPlan, review and control
Partner appAct on the floor
Access setup
- Owner: complete business overview, billing, employees, inventory and settings control.
- Manager: customers, intake, jobs, invoices, alerts aur floor coordination.
- Employee or mechanic: assigned work, inspections and relevant status actions.
- Review the activity log to verify important changes aur responsibility.
Quick reference
What to use, where—and for which task.
Team onboarding ke time, use this table as a simple one-page operating reference.
| Module | Dashboard use | Partner app use |
|---|---|---|
| Dashboard overview | KPIs, alerts, revenue aur workload review | Quick live workshop snapshot |
| Customers & vehicles | Detailed records, filters and complete service history | Customer search aur current context |
| Pre-job cards | Full intake record and conversion controls | Fast walk-in intake aur status update |
| Job cards | Planning, assignment, parts and invoice trail | Assigned work aur quick actions |
| Delivery & invoice | Documents, payments and gate-pass control | Current status aur handover action |
| Parts inventory | Catalog, stock, suppliers and movement history | Stock search aur low-stock visibility |
| Employees & access | Users, permissions and operational audit | Sirf role-relevant screens |
Still need help?
Book a live walkthrough for your actual workshop flow.
Hum dashboard and partner app ko aapke team roles, workflow and daily volume ke according explain karenge.
Training help
Common questions from workshop teams.
Use these answers during owner, manager and employee onboarding.
Should every role follow the same training?
Everyone should understand the full lead-to-delivery flow, but daily practice should match role access. Owners focus on controls and reports, managers on coordination, and employees on assigned actions.
Where should a job status be updated?
Update the status where the actual work happens—usually through the partner app—and use the dashboard to review the complete record, ownership and activity trail.
How do the dashboard and app stay aligned?
They represent two work surfaces for the same operation: the dashboard provides depth and control, while the app provides fast actions using connected workshop records.
What should be ready before the first live day?
Confirm workshop profile, employee access, customer and vehicle intake flow, service setup, plan-enabled inventory needs and the team’s status-update responsibility.