Create Repair Presets
A preset is a named sequence of repair steps. Choosing it at check-in populates the whole sequence in the right order, so nobody has to remember what a full respray involves at eight in the morning.
Who can do this: Location Managers, Org Admins and Account Owners.
What ships by default
| Preset | Steps |
|---|---|
| Minor Body (Dent & Paint) | Paint Prep → Paint Application → Quality Control → Final Detailing |
| Major Body (Collision) | Disassembly → Estimate → Parts Order → Structural Repair → Paint Prep → Paint Application → Reassembly → ADAS Calibration → Quality Control → Final Detailing |
| Major Mechanical | Diagnosis → Disassembly → Parts Order → Repair → Reassembly → Quality Control |
Creating a preset
Open Settings → Catalog → Repair Steps & Presets
Choose New Preset
Name it
The name your advisors will pick at check-in: “Full respray”, “Insurance collision — medium”, “Cambelt and water pump”.
Select the steps, in order
The order you select them in is the order they run. At least one step is required.
Save
Using a preset
At check-in, choosing a preset generates the stages automatically. They can then be adjusted for that particular vehicle — add a stage, remove one that does not apply, reorder where the job genuinely differs.
Changing a preset does not change vehicles already checked in with it.
Designing good presets
Build presets around the jobs you actually do repeatedly, not around every job you can imagine. Three presets your advisors use every day are worth more than fifteen that nobody can choose between.
Santos Body Works, São Paulo runs four presets covering roughly 80 per cent of their work: light cosmetic, medium collision, heavy structural, and insurance total-loss assessment. Anything else is built from steps at check-in — which happens perhaps twice a week and takes two minutes.
Signs your presets need attention:
| Symptom | Fix |
|---|---|
| Advisors always adjust the same preset the same way | Change the preset |
| Advisors avoid presets and build from steps | The presets do not match your real work |
| One preset is used for everything | It is too broad — split it |
| Several presets differ by one step | Merge them and adjust per vehicle |
Removing a preset
Deleting a preset does not affect vehicles already checked in with it — their stages are theirs now.
Common questions
Can a preset include steps from both categories? Yes. A job that is mechanical and body work can draw from both.
Can I reorder steps within a preset after creating it? Yes — edit the preset and reselect the steps in the order you want.
How many presets can I have? Free plans cap custom templates; paid plans do not.
Does a preset set the duration of the job? Each step brings its own default duration. Adjust them on the individual vehicle where the job is bigger or smaller than standard.
Can presets be shared across locations? Yes, on plans with multiple locations — define once, publish to every site.