Create Repair Presets
A repair preset is a named job template that groups multiple repair steps into a pre-defined sequence. When an advisor selects a preset while creating a job, all steps in that preset are added to the job automatically — in order, with their configured durations and skill requirements — ready to be assigned and scheduled.
Presets exist because consistency matters. A workshop that creates the same repair type dozens of times per week should not be recreating the same step sequence from scratch on every job. Variation in how a job is set up leads to missed steps, incorrect skill matching, and scheduling errors. Presets standardise the work definition so advisors can focus on the customer, not the configuration.
What Presets Are Not
A preset is not a locked contract. Once a preset is applied to a job, that job’s steps are independent — an advisor can add, remove, or reorder steps on the specific job without affecting the preset or any other job. Presets are a starting point, not a constraint.
Presets also do not carry customer or vehicle data. They define workflow structure only. The advisor still enters the vehicle, customer, and job-specific details when creating the job.
Built-in Presets
BayWise includes three presets out of the box:
- Body Minor — light bodywork covering small scratches, dents, and panel touch-ups
- Body Major — full panel replacement or structural repair workflows
- Mechanical Major — engine-level mechanical work covering diagnostics through to sign-off
These cover common work well. Build custom presets for repair types your workshop handles regularly that fall outside these three — for example, a dedicated EV diagnostics workflow, a ceramic coating package, or an ADAS calibration sequence.
Start with one or two custom presets for your most common repair types. Müller Werkstatt Berlin created a “Quick Dent Repair” preset (three steps: Assess, Repair, QC) that reduced job creation time for their most common request by 40 seconds per job. Small savings per transaction compound significantly across a busy week.
How to Create a Preset
Open Catalog Settings
Navigate to Settings → Catalog using the left sidebar. Select the Presets tab. You will see the three built-in presets and any custom presets already created at your location.
Start a New Preset
Click Add Preset. A configuration panel opens on the right side.
Name the Preset
Enter a name that advisors will recognise at job creation time. Be specific — “Ceramic Coating Package”, “Scratch & Dent Repair”, “Windscreen Replacement”, “EV Diagnostic Suite”. Advisors select presets from a dropdown at job creation, so the name needs to be unambiguous. Avoid names like “Standard Repair” unless your workshop only runs one type.
Add an Optional Description
The description field is visible to advisors when they hover over a preset name during job creation. Use it to clarify scope or when to use this preset. Example: “Use for single-panel dent repair under 3 hours. For full bonnet or roof, use Body Major instead.”
Add Steps
Click Add Step. A search-and-select dropdown shows all available repair steps from your step library. Select the first step in the sequence. Repeat for each subsequent step. Add as many steps as the repair type requires.
Each step inherits its configured duration, skill requirement, and completion tag setting. You can see these values displayed against each step as you add them.
Order the Steps
Drag steps up or down to set the sequence. The order here is the order advisors will see on the job, and the order the scheduler will use when planning the job’s timeline. Place steps in the actual work sequence — the order that reflects how the repair physically progresses through the workshop.
Configure Auto-Start per Step
Each step in the preset has an Auto-Start Next Step toggle. When this is on for a step, completing that step automatically activates the next step without advisor action. When it is off, the next step waits in “Pending” status until manually started.
Use Auto-Start for stages that always flow directly into one another without any intermediate gate. Leave it off when a quality check, supervisor approval, or material-readiness confirmation is needed between stages. See Configure Auto-Start Steps for a full guide on when to use each setting.
Save the Preset
Click Save. The preset is immediately available in the preset dropdown during job creation.
Editing a Preset
Click the preset name in the Presets list. The configuration panel opens with the current setup. Add steps, remove steps, reorder them, update the name or description, or change Auto-Start settings on any step. Click Save when done.
Changes apply to new jobs from that point forward. Jobs already created using this preset retain the step configuration that was in place when the job was created. Existing jobs are never retroactively modified.
Deleting a Preset
Click the preset name → click Delete at the bottom of the panel.
Deleting a preset removes the template only. Jobs already created using that preset are not affected — they retain all their steps and continue operating normally. You are only removing the ability to create new jobs from that template.
The three built-in presets cannot be deleted. They can be modified (steps added or removed) if your workshop’s workflow differs from the defaults.
Common Questions
Can I base a new preset on an existing one? Not directly via a duplicate button — you will need to create a new preset and add the same steps manually. This is intentional: preset creation is fast enough (a few clicks per step) that a full duplicate feature adds complexity without meaningful benefit for most workshops. If your workflow changes significantly, edit the existing preset rather than creating a parallel one.
What happens if I remove a step from a preset? Future jobs created from that preset will not include that step. Past jobs are unaffected.
Can advisors override the preset steps on a specific job? Yes. Once a preset is applied to a job, the steps are fully editable on that job. Advisors can add steps, remove steps, change durations, or reorder them for that job only. The preset is not affected.
Should I create a preset for every repair type we do? Only for types you handle regularly. If a repair type comes up once a month, creating the steps manually at job time may be faster than maintaining a preset. A good rule of thumb: if you create the same step sequence more than three or four times per week, it belongs in a preset.
Can I share presets across multiple locations? Presets are location-specific by default. If you manage a multi-location organisation with standardised workflows, your administrator can publish configuration templates from the organisation level to individual locations. See Publish Templates to Locations for details.
What is the maximum number of steps in a preset? There is no hard limit. Practically, most repair presets contain between two and eight steps. Very long sequences (ten or more steps) are unusual — if you find yourself building a preset that long, consider whether some stages should be modelled as separate jobs.
Can I reorder steps after the preset is applied to a live job? Yes. Open the job, navigate to the Steps section, and drag steps into the new order. This affects only that job.