Settings
Shop profile, user permissions, and configuration
J & J Automotive
McAlester, OK840 SW Grant Ave, McAlester, OK 74501918-318-8615Made in the USA
Primary Facility
User Permissions
Preview as:
Each role sees only what it needs. Financials are hidden from Technicians and Front Desk; Inventory/Parts management is restricted to Owner and Parts. Roles will be server-enforced once Cloud auth is connected.
| Page | Owner | Advisor | Technician | Front Desk | Parts |
|---|---|---|---|---|---|
| Dashboard | |||||
| Schedule | |||||
| Repair Orders | |||||
| Tech Board | |||||
| My Jobs | |||||
| Customers | |||||
| Vehicles | |||||
| Inspections | |||||
| Estimates | |||||
| Parts | |||||
| Inventory | |||||
| Smart Jobs | |||||
| Known Fixes | |||||
| Technical Info | |||||
| Reports | |||||
| Settings |
Owner: financials ✓ · parts mgmt ✓ · appointments ✓
Service Advisor: financials ✓ · parts mgmt ✗ · appointments ✓
Technician: no financials · parts mgmt ✗ · appointments ✗
Front Desk: no financials · parts mgmt ✗ · appointments ✓
Parts / Inventory: no financials · parts mgmt ✓ · appointments ✗
Team
JC
James Carter
james@jjauto.com
ML
Maria Lopez
maria@jjauto.com
TR
Tom Reyes
tom@jjauto.com
DF
Dale Foster
dale@jjauto.com
SN
Sam Nguyen
sam@jjauto.com
RP
Rico Perez
rico@jjauto.com
BK
Beth Kim
beth@jjauto.com
OH
Owen Hart
owen@jjauto.com
Automations
Appointment arrives → create check-in taskActive
Vehicle checked in → notify assigned technicianActive
Inspection completed → notify service advisorActive
Recommendation added → create estimate taskActive
Estimate sent → start approval follow-upActive
Customer approves → update RO statusActive
Job needs parts → create parts requestActive
Parts received → notify technicianActive
Repair complete → create QC taskActive
QC passed → move to Ready for PickupActive
Ready for pickup → notify customerActive
RO completed → send thank-you + review requestActive
Declined work → schedule future follow-upActive
Recommended maintenance → create future reminderActive
Customer Communication Templates
Checked In
Your vehicle has been checked in at J & J Automotive. We will update you as we work through the inspection and diagnosis.
Estimate Sent
Your estimate is ready for review.
Waiting for Parts
We are currently waiting on parts for your vehicle. We will update you as soon as they arrive.
Additional Approval Needed
We found an additional item that needs your approval before we continue.
Ready for Pickup
Your vehicle is ready for pickup.
Completed
Thank-you message + review request.