Shop workflow guide
Multi-Location Auto Repair Workflows
Standardize the meaning of statuses and the handoff process across shops, while keeping booking capacity, staff access and work ownership specific to each location. Test the boundaries before adding another shop.
Updated · Strut product team
01 / Shop workflow guide
Decide what should be shared
A common process makes transfers easier to understand; it does not mean every employee needs every record. Agree on customer identification, job status definitions and escalation ownership, then test visibility with each role.
- Use consistent status definitions and service descriptions.
- Keep appointment capacity and work ownership tied to a location.
- Confirm who can see financial information and cross-location records.
Shared standards and local responsibility
| Item | Standardize | Keep explicit |
|---|---|---|
| Booking | Required customer and service details. | Receiving shop, bay capacity and availability. |
| Staff | Role definitions and handoff procedure. | Location assignment and permitted access. |
| Records | Vehicle identification and job status meaning. | Which shop owns the active repair. |
| Reporting | Date range and metric definitions. | Location filters, billing entity and reconciliation. |
02 / Shop workflow guide
Illustrative transfer between two shops
Suppose one shop cannot finish a repair because the needed bay is unavailable. The receiving advisor confirms capacity, the customer agrees to the arrangement, and both teams record who owns the next step. A shared customer record alone does not move a booking, physical vehicle or unpaid balance.
- Confirm the receiving shop before promising a slot.
- Keep the original job reference and customer agreement clear.
- Decide which entity invoices and collects payment.
03 / Shop workflow guide
Ask for a two-location demo
Strut offers location booking paths and multi-location controls. Ask to see a customer with visits at two shops, staff with different access, location-specific scheduling and reporting. Treat consolidated accounting, stock transfers and cross-company sharing as requirements to verify, not assumed capabilities.
- Test an incorrect-location booking and correction.
- Confirm billing terms for your number of shops.
- Review access with the actual roles you plan to use.
Map this to your shop