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Close the Day

Day close turns the day into a record. It takes a couple of minutes, and it is what lets tomorrow’s plan start from the truth rather than a guess.

Who can do this: Workshop Controllers, Location Managers, Org Admins and Account Owners.


Opening it

Close day is in the board toolbar. It opens onto whichever day the board is showing.

The control is disabled with a note if nothing has been recorded for that day yet — closing a day on which nothing happened would open a screen with nothing to review.


Working through the screen

The screen separates what BayWise already knows from what only you know.

Read the summary

The subtitle says how much of each there is: “n need your confirmation · n recorded automatically”.

Answer the “Needs you” section

These are the questions a person has to answer.

QuestionAnswers
A vehicle on hold — still waiting tomorrow?Still waiting · Resolved
A vehicle that could not be placed — still wanted tomorrow?Keep · Drop
A bay that had a vehicle and has shown nothing since — is it empty now?Empty · Still has a car

Each row carries its context: what the hold was, how long it has waited, which vehicle was in the bay and until when.

If a delay reason is needed, choose one from the standard list — pending diagnosis, awaiting customer approval, insurance authorisation, waiting for parts (ordered or not), awaiting a fitment slot, waiting for a specialist, technician unavailable, bay or equipment unavailable, sublet, or other.

Check the “Recorded automatically” section

What finished, what carried over, what never started — with counts. Nothing here needs confirming; it is shown so you can see it.

Say whether the shop is closed tomorrow

If tomorrow is a holiday or shutdown, declare it here. Vehicles that would have carried into it are held for the next open day instead.

Confirm and close

The counter shows how many of the questions you have answered. Closing records the answers and who gave them.

Day close typically takes two or three minutes. If yours regularly asks about twenty vehicles, the questions have accumulated because the floor has not been checking in during the day — the fix is upstream, in check-ins, not in the close screen.


What closing does

It carries work over deliberately. Unfinished work appears on tomorrow’s board marked as carried over, with the time that was agreed. It is not late, and escalates only if it runs past what was agreed here.

It releases scheduling. An unclosed day stops the next day’s scheduling. Closing lifts that immediately.

It becomes the record. What carried over, why, who said so, and when.


Reminders

BayWise tries not to surprise you:

  • As closing time approaches — “the shop closes in 20 minutes. Closing the day now takes a moment.”
  • When you sign out with a day open — with the option to close first or sign out anyway.
  • The next morning — “yesterday is still open. Today’s scheduling cannot start until it is closed.” Taking cars in and clocking on still work normally.

Each reminder offers to close the day there and then.


Closing a past day

If a day was missed, open the board on that date and close it from there. Days are closed oldest first — the banner names the oldest outstanding one.


Reading a closed day

Opening day close on a day already closed shows what was recorded: when it was closed, by whom, and every answer given. A close that changed nothing says so.


Common questions

What if I close and then something else finishes? Work carries on. Closing records the day’s state at close; it does not lock the vehicles.

Nobody with permission is here at closing time. The day stays open and tomorrow’s scheduling is stopped until somebody closes it. If this happens often, give the closing permission to whoever is genuinely last out.

Can I skip a day? No. Days close in order, oldest first.

What if I answer something wrongly? Tell your manager and correct the underlying thing on the board — resume the job, release the hold. The close record keeps what was said at the time, which is the point of it.

We were shut yesterday and it is asking me to close it. Declare the closure for that day instead. A declared closed day does not need closing.

Declare a shop closure

Why does the day have to be closed at all? Because a plan built on an unclosed day is built on a guess — BayWise does not know whether the vehicle in bay six left last night or is still there.

Understand the scheduling freeze