Create a Job
A job in BayWise Scheduler represents a single vehicle visit. Creating a job captures the work to be done, the vehicle and customer details, and gives you something to schedule on the calendar.
Who can create jobs: Member, Location Manager, Org Admin, Account Owner.
Create a standard job
Open the New Job form
From the Dashboard, click the + New Job button (top right of the job list area).
Enter vehicle details
Fill in:
- Make — manufacturer (e.g., Toyota, Volkswagen, Kia)
- Model — model name (e.g., Land Cruiser, Golf, Sportage)
- Year — manufacturing year
- Fuel type — Petrol, Diesel, Hybrid, or Electric
- Registration / VIN — the vehicle’s registration plate or chassis number
Enter customer details
- Customer name — individual or company name (e.g., “Sofia Lindgren” or “Sharma Motors Fleet”)
- Contact — phone number or email
Select the service
Choose from your workshop’s service catalog. Type to search, or scroll through the list.
The selected service sets:
- Default duration (you can override this)
- Required equipment (used to suggest compatible bays)
- Complexity level (used to suggest compatible technicians)
Set the date and time
Choose the date and scheduled start time. This places the job on the calendar.
You can leave the time blank if you are not ready to schedule the job yet — it will appear in the job list without a calendar slot.
Save the job
Click Save. The job is created and appears in the job list. If you set a date and time, it also appears on the calendar grid.
Create a multi-step job
For complex repairs (collision repair, full mechanical rebuild, dent and paint), use a repair preset to create a multi-step job.
Follow steps 1–4 above (vehicle, customer, service, date)
Apply a repair preset
After selecting the service, look for the Apply Repair Preset option. Choose from the available presets:
- Body Minor — Dent & Paint (5 steps)
- Body Major — Collision Repair (10 steps)
- Mechanical Major — Full mechanical job (6 steps)
- Any custom presets your workshop has created
The preset populates the job with a sequence of steps, each with a default bay type, required skill, and estimated duration.
Review and adjust the steps
Before saving, review the steps:
- Adjust estimated durations if the default doesn’t match your expectation for this specific vehicle
- Change the required skill per step if needed
- Add or remove steps
Assign bays and technicians to each step
Each step can have its own bay and technician. You can assign now or later from the dashboard.
Save the job
Click Save. The job appears with its full step sequence. Each step shows as a linked card on the calendar grid once bays and times are assigned.
After creating a job
Once saved, the job is in Waiting Decision status. To get it into production:
- Assign a bay and technician (or per-step for multi-step jobs)
- Set a scheduled start time if not already done
- When all resources are confirmed, move the status to Ready for Service
When the workshop controller or technician starts work, the job moves to In Progress.
If parts need to be ordered before work can begin, set the status to Waiting Parts and BayWise will hold the job in the Planning phase until you advance it.
Common questions
I cannot find the service I need in the catalog. The service catalog is managed by your account owner or location manager. Ask them to add the missing service under Settings → Catalog. See Build Your Service Catalog.
Can I create a job without assigning a bay or technician? Yes. A job can be created with just vehicle and service details. You can assign the bay and technician later. Until then, the job sits in the job list without a calendar slot.
What is the difference between a job and a step? A job is the whole vehicle visit. A step is one phase of a multi-step job (e.g., “Paint Application”). Simple jobs have no steps — the job itself is the unit of work. Multi-step jobs are made up of ordered steps.