The repair order overlay

The repair order overlay is the full record of one visit. Click any RO card, on any tab, and it opens on top of the board you came from. Use the arrow keys to swap to the next or previous repair order without closing it.

Title bar and header

The title bar carries the RO number (click it to copy), a Project chip when the visit is a project, the current status label, and an Unable to Complete chip when a job card is flagged. On the right sit Print, Download PDF (shown once an inspection exists), work search, the + island, and close.

Below it, the header packs the dense visit metadata plus the inline arrival-authorisation cluster: Send, Override, or Arrive vehicle, depending on where authorisation stands.

The operational timeline

A collapsible timeline tracks the visit through Arrived, Safety Check, Work, Wash, Quote, Ready, and Picked Up. It is hidden on mobile, where the ledger spine carries the same story.

Three columns on desktop

• Left: Logs & Chat. The activity feed, a message composer, and booking notes. The column is resizable.
• Centre: the work table. Job cards are the only primary work rows, plus one derived WASH row for RO-level wash assignment and media via its wash dropdown. Billing and Report are independent chip columns; the Status column uses severity glyphs, not chips. The + island adds work, wash, a draft invoice, or a QC check.
• Right: the commercial rail. A pinned block sits first and never collapses: Progress (DONE / NOW / NEXT journey) on a regular RO, Budget (spent versus maximum) on a project. Below it, every commercial record is its own name-first row: the customer report, each quote, each invoice, and the quote builder. A row expands its full production panel in place, and several can be open at once. Storage charges and advisor records sit in the rail footer.

The interactions that matter

1. Arrive the vehicle or resolve authorisation from the header cluster: Send, Override, or Arrive vehicle.
2. Add to the visit from the + island: work, wash, a draft invoice, or a QC check.
3. Open a commercial record in the rail. The quote builder, each quote, each invoice, and the customer report expand independently.
4. Log a message or note in Logs & Chat so the record travels with the RO.
5. Swap repair orders with the arrow keys to review several visits in a row.

On mobile

Small screens replace the columns with a ledger spine, with Logs & Chat and Today & Billing available as bottom sheets.

Write actions are permission-gated: arrival actions need the process-arrivals permission, adding a QC check needs review authority, and non-lead technicians do not get this overlay at all.

Preview and correct customer reports

Open Customer report in the commercial rail to inspect approved inspection content and eligible Job Card work before publication. Select another approved inspection in place when more than one is available. Previewing does not publish, send or record a customer view. Copying, opening or sending a customer link remains a separate action.

Confirmed removal of recorded work, parts, condition reports, wash requests and QC checks retains their evidence in history. Review the confirmation before proceeding. Cancelling leaves the record unchanged. A replacement report or check is a separate new record.

Restore an archived repair order

An owner can open the archived repair order and use Restore RO from its action menu. Confirm to clear the archive state. Restoration retains work status, invoice history and customer communication history. It does not restart timers or send messages. Picked-up and invoice-specific safeguards still apply. If the record changed after the preview, refresh and confirm again.