Getting Started — Team Members

Accept your invitation

Open the invitation email from BayWise and click Accept Invite. You will be prompted to create a password (or sign in if you already have an account).

After signing in, you are automatically added to the correct organisation and location.

Confirm your location

Check the location name shown in the top bar. If you work across multiple locations, use the location switcher (top navigation) to select the correct one before starting work.

Explore the Dashboard

The Dashboard is your main screen. It shows:

• A calendar grid — every bay as a row, every hour as a column, and jobs as coloured cards placed in the grid
• Job list at the bottom — all jobs for the selected day, filterable by phase and status
• Technician status board — live status of every technician (Working, On Break, Next Job, Day Off)
• Metric cards at the top — today’s key numbers at a glance

See Understanding the Dashboard for a detailed explanation of every element.

Create your first job

Click + New Job on the Dashboard.

Enter:

• Vehicle make, model, and registration
• Customer name
• Service type (from the workshop catalog)
• Requested date and time

Click Save. The job appears in the job list and, if a time is set, on the calendar grid.

Assign a bay and technician

With the job created, open it and assign:

• Bay — which physical bay the work will be done in
• Technician — who will do the work

You can do this manually or let BayWise suggest assignments using AI. See Assign a Technician to a Job.

Track progress through the day

As work progresses, the job moves through statuses automatically (when auto-start is on) or you can update manually. Watch for:

• Jobs in planning statuses — waiting for parts, approval, or sublets
• Jobs overdue on their promised time
• Technicians with no next job assigned

Close the day

At the end of the day (or the next morning), BayWise may show a Day Close prompt. This is how you tell the system what happened to any in-progress work:

• Carry Over — the job continues tomorrow
• Complete — the step was actually finished
• Delay — there was a specific reason for non-completion (waiting parts, awaiting approval, etc.)

This must be done before the system will fully unlock the next working day’s scheduling. See Close the Day for the full walkthrough.