GMS Training Guide

Navigating the App

• 1
  Home Tab See a summary of today's activity — total jobs, revenue, and quick actions.
• 2
  Jobs Tab View all job cards, search for a customer or vehicle, and filter by status.
• 3
  Invoices Tab Access and share all generated invoices for completed jobs.
• 4
  Explore Tab Find additional settings, staff management, and app configuration.

How to Create a New Job Card

• 1
  Tap the purple + button Found at the bottom-right corner of the Jobs screen.
• 2
  Enter customer details Add the customer's name, phone number, and vehicle registration number.
• 3
  Add vehicle info Select the vehicle make/model (e.g. Tata Safari, Maruti Swift).
• 4
  List the services Type each service required — e.g. AC Service, Oil Change, Dent & Paint.
• 5
  Tap Create The job card is saved instantly and appears in your Jobs list.

Adding an Estimate to a Job Card

• 1
  Open the Job Card Tap on any existing job to open it and scroll to the Estimate section.
• 2
  Tap "+ Add Row" Each row represents one part or service item with a quantity.
• 3
  Enter Part name & Qty E.g. "AC Gas" qty 1, "Car Interior Cleaning" qty 1, etc.
• 4
  Estimated Amount is calculated The total is shown automatically (e.g. ₹3700).
• 5
  Enter Discounted Amount If offering a discount, type the final price in the Discounted Amount field (e.g. ₹3500).
• 6
  Tap "Update Job Card" Your estimate is saved and linked to the job card permanently.

The Invoices Screen

• 1
  Summary at the top See your Total Invoices count and Total Amount earned (e.g. 4 invoices · ₹27,900).
• 2
  Search invoices Type a customer name or vehicle number to find any past invoice instantly.
• 3
  Date range filter Tap the date pills to switch between different billing periods.
• 4
  Each invoice card shows Vehicle number, invoice ID, customer name, vehicle model, date, and total amount.
• 5
  PAID badge A green PAID badge confirms the invoice has been settled by the customer.
• 6
  Tap "More details" Open the full invoice to view itemised parts, share as PDF, or resend via WhatsApp.

Adding a New Staff Member

• 1
  Go to Staff Members Find this under the Explore tab in the bottom navigation.
• 2
  Tap "+ Add New Staff Member" The purple button at the top of the Staff Members screen.
• 3
  Enter Full Name & Phone Number This identifies the staff member in job cards and activity logs.
• 4
  Select a Role Choose Admin, Manager, or Technician based on their responsibilities.
• 5
  Review Permissions Permissions are auto-set by role but can be customised (ON/OFF).
• 6
  Tap "Create" The staff member appears in your Team Members list immediately.

Understanding the Activity Log

Every status change and action in the app is recorded here in chronological order.

• ●
  Blue dot — Created A new job card was created for a vehicle.
• ●
  Orange dot — Work Started Technician has begun working on the vehicle (WIP).
• ●
  Purple dot — Ready for Delivery Work is done. Vehicle is ready for the customer to collect.
• ●
  Green dot — Service Completed Vehicle has been delivered to the customer successfully.