EcofyxOperational area
Auto repair shop
Ready-to-use application by segment
Auto repair shop
Control customers, vehicles, intake, diagnosis, estimates, execution, parts, delivery and warranty through service orders.
What this template is designed to organize
Control customers, vehicles, intake, diagnosis, estimates, execution, parts, delivery and warranty through service orders.
Connected structure
6 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application by segment
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Auto repair shop customer registration
Key fields:
- Customer name
- Phone/WhatsApp
- CPF/CNPJ or internal code
- Notes
Vehicle registration for the repair shop
Key fields:
- Owner/customer
- License plate
- Vehicle (make/model)
- Model year
- Current mileage
- Fuel
- Technical notes and brief history
Vehicle intake and checklist
Key fields:
- Vehicle
- Customer
- Mileage at intake
- Customer report and reason for intake
- Condition and items checked
- Damage and visual notes
- Intake photos
Vehicle diagnosis and estimate
Key fields:
- Vehicle
- Customer
- Estimate/work order number
- Technical diagnosis
- Proposed services
- Customer approval
- Responsible technician
Auto repair work order
Key fields:
- Vehicle
- Authorized services
- Parts used
- Labor amount
- Work start
- Assigned mechanic
- Tests and checks performed
Vehicle delivery and warranty
Key fields:
- Vehicle
- Mileage at delivery
- Final check
- Payment
- Warranty period in days
- Recommended follow-up
- Instructions and notes
How this template organizes the routine
Control customers, vehicles, intake, diagnosis, estimates, execution, parts, delivery and warranty through service orders. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Auto repair shop
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusWork orderPerson responsible
Visible dashboard columns
- Work order
- Vehicle
- Status
- Expected date/time
- Labor cost
- Person responsible
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered vehicles
Work orders in progress
Quotes awaiting approval
Overdue vehicle handovers
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Check in vehicle
- Add customer
- Register vehicle
- Record diagnosis and quote
- Open work order
- Record handover and warranty
- Update customer
- Update vehicle
- Record vehicle check-in
- Update work order
Attention points
Check these alerts to identify records that may need follow-up.
- Quote awaiting approval
- Vehicle handover overdue
- Vehicle ready for pickup
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Auto repair workflow
Available statuses
ReceivedAwaiting diagnosisDiagnosis in progressQuote sentAwaiting approvalApprovedIn progressTestingReady for pickupReturned to customer
- Send for diagnosisReceived → Awaiting diagnosis
- Start diagnosisAwaiting diagnosis → Diagnosis in progress
- Send quoteDiagnosis in progress → Quote sent
- Open work orderApproved → In progress
- Start testingIn progress → Testing
- Record return to customerReady for pickup → Returned to customer
- Await approvalQuote sent → Awaiting approval
- Record approvalAwaiting approval → Approved
- Release for pickupTesting → Ready for pickup
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Auto repair shop template for?
Control customers, vehicles, intake, diagnosis, estimates, execution, parts, delivery and warranty through service orders.
Which forms are included in this template?
Auto repair shop customer registration, Vehicle registration for the repair shop, Vehicle intake and checklist, Vehicle diagnosis and estimate, Auto repair work order, Vehicle delivery and warranty.
How are records organized in Ecofyx?
Data is organized in the Auto repair shop dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is included and required to start the external process. The entry form is “Vehicle intake and checklist”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.
Start with Auto repair shop
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.