Scheduling & booking requests
Technician lanes, branches, drag-and-drop planning, deposits, reminders and booking changes.
OPERATIONS
Workshop operations
Run the working day from booking request to completed job.
Jobs & task flow
Notes, labour, timers, travel, parts, diagnostics, checklists, status and signatures.
Vehicle & asset records
Keep customer vehicles and generic assets tied to job, service and communication history.
Job review
Review labour, travel, parts, diagnostics, extra work and customer pricing before invoicing.
Mobile & off-site work
Keep addresses, travel, evidence and technician workflow usable away from the workshop.
Audit & lifecycle
See who changed what, follow the job lifecycle and retain the evidence behind the work.
CUSTOMERS
Customers & portal
Keep communication, approvals, records and billing preferences connected.
Customer CRM
Contacts, vehicles, job history, invoices, account settings and customer-specific context.
Customer portal
Controlled access to jobs, progress, documents, invoices, bookings and approvals.
Approvals & additional work
Request decisions with a traceable customer response instead of relying on phone notes.
Booking changes
Let customers request changes or cancellation while maintaining operational control.
Reminders & communication
Booking, vehicle, invoice and feedback communications from shared customer preferences.
Fleet & account customers
Support recurring commercial work, account billing and consolidated invoice preferences.
PARTS
Parts & inventory
Connect stock movement to the job and the commercial outcome.
Parts catalogue
Maintain parts, SKUs, supplier references, costs, sale prices and margin context.
Stock control
Locations, movements, receipts, adjustments, reservations and on-hand visibility.
Supplier records
Connect parts to suppliers and retain purchasing context.
Job consumption
Add parts directly to task and review flows without breaking the job record.
Reorder monitoring
Low-stock and reorder visibility for the items the workshop relies on.
Stock valuation
Understand the value held in stock and the movement behind it.
FINANCE
Finance & accounts
Carry the transaction beyond invoice creation.
Quotes & invoicing
Create customer-facing charges from reviewed labour, parts, travel and custom lines.
Consolidated billing
Combine multiple completed jobs into periodic invoices for account customers.
Credit control
Aged debt, reminders, underpayments, late charges, credits and account follow-up.
Accounts payable
Supplier invoice capture, OCR review, approvals, VAT, evidence and due dates.
Bank reconciliation
Match invoice payments, bills, payroll, expenses and recurring activity to bank transactions.
General ledger
Ledger lines, journals, tax handling, reclassification, evidence and accountant review.
VAT workspace
Standard, cash and flat-rate handling with period preparation and supporting transactions.
Year end
Accountant-centric close, evidence and year-end workflows using the same source records.
PEOPLE
Payroll & HR
Join employee administration to the time and work already captured in the platform.
Employee profiles
People records, documents, security and employment context.
Time & approvals
Workshop time, manual time, travel and approval without changing invoiceable hours.
Payroll runs
Pay calculations, adjustments, PAYE/NI workflow and payroll history.
Pensions
Membership, auto-enrolment workflow and pension export support.
Payslips
Generate, queue and publish employee payslips.
Leave & leavers
Holiday, absence and employee lifecycle administration.
Expenses & mileage
Employee claims, mileage and supporting evidence with approval workflow.
Policies & compliance
Policy acknowledgement, evidence and controlled HR records.
GROWTH
Marketing & growth
Turn completed work and customer relationships into future work.
Social publishing
Create and schedule social content for connected channels.
AI-assisted content
Help shape post copy and campaign imagery inside a controlled workflow.
Review workflow
Encourage customer feedback at the right point in the job lifecycle.
Customer campaigns
Use customer context to support useful, relevant communications.
Vehicle reminders
Bring customers back for future service or maintenance requirements.
Marketing history
Keep planned and published activity visible to the business.
CONTROL
Control & security
Give each role the access and visibility it actually needs.
Role permissions
Permission-aware pages, dashboards and financial visibility.
Two-factor authentication
TOTP, email PIN and backup-code options for protected access.
Audit trails
Retain evidence of important operational and financial actions.
Multi-branch structure
Scope operational records by branch while retaining company-wide control.
Accountant workspace
Give finance professionals an interface built for ledger, VAT, banking and year end.
Theme & accessibility
Responsive interfaces with light/dark theme support across modern devices.
See the connections
Features matter more when they share context.
See how Workshop Diary takes a real booking through the workshop, accounts and customer journey.