Step-by-step guides for every role in the workshop — Front Office, Service Advisor, Supervisor, Mechanic, Purchase, Accountant / Admin and Management. Learn each topic with a video, a text guide, a reading and a hands-on practice in Moiboo.
Pick your role to see its topics. You can also open any course from Courses in the top bar.
Online booking link, appointment slots, the calendar and rescheduling.
Job cards, estimates and approval, reminders, workshop TV and feedback.
Allocating each job card to the right mechanic.
Assigned jobs, the job timer and closing work orders on the mobile app.
RFQs and purchase orders, supplier bills, payments and payables.
Invoices, receipts, receivables, expenses, credit and debit notes, BRS and GST.
The dashboard, daily reports, and the customer, vendor, product, ledger and job card settings.
A vehicle moves from booking to feedback across every role. Jump straight to any step.
Put your booking link where customers look, take online and counter bookings, and keep the appointment calendar right — learn each step with a video, a reading guide and a hands-on practice in Moiboo.
Copy the Service Booking Share link from the Dashboard and add it to your website, WhatsApp, social pages and Google profile.
Walk through the five-step online booking a customer makes, then add an appointment yourself from Repair › Appointment.
Open the Appointment Dashboard and use the Day, Week, Month and List views to see bookings and plan the workshop's load.
Find a booking in Repair › Appointment and change its date, slot, service or engineer with Update Appointment — then tell the customer.
Job cards, estimates, reminders, workshop TV and feedback — learn each one with a video, a reading guide and a hands-on practice in Moiboo.
Open a new job sheet from Job Card › Job Sheet and fill in customer, vehicle, fuel, faults, reception defects and photos.
Create the same job sheet from the Moiboo mobile app — section by section, until every section shows a green tick.
Send the customer a WhatsApp link to their Vehicle Intake & Service Status report with a live service tracker.
Read vendor prices that came back from the RFQ, compare grades, delivery and warranty, and select a price for every part.
Select vendor prices, add markup, confirm labour and send the quotation to the customer on WhatsApp.
Send the job card estimate on WhatsApp so the customer can approve it from their phone.
Close a finished job sheet so it moves from ONGOING to COMPLETED.
Raise a reminder by hand from the Reminders page for any customer — a follow-up call, a renewal, a callback next month.
Set a service reminder from inside the job sheet so the vehicle comes back on time for its next service.
Attach a parts reminder to a product so every customer who has that part fitted is reminded when it's due.
Track, send, search, filter and clear reminders — work the red and amber ones first.
Open the Workshop Dispatch Board from the Dashboard and read it — who is working on what, and what is still waiting.
Put the Job Progress board on the TV and read it by stage — so a waiting customer can follow their own vehicle.
Send a WhatsApp feedback link for a completed job and see the rating come back on the job sheet.
Open the customer's full feedback from the job sheet and act on it — read the chips before calling back.
Allocate every job to the right mechanic so work starts on time. The guides for this role are being prepared and will be added in the next update.
Allocate each job card to the right mechanic so work starts on time.
See your assigned jobs, run the job timer and close the work order — all from the Moiboo mobile app. Learn each step with a reading guide and a hands-on practice.
See the jobs assigned to you on the mobile app before you start the diagnosis.
Find your assigned job in Mechanic Jobs on the mobile app, review the repair items and start the job timer.
Pause the job timer when work stops — for a break or waiting on parts — and resume it when you carry on.
End the job on the mobile app — mark each repair item Done, Need Help or Not Done, add comments and close the work order.
Request supplier prices, record supplier bills and pay them — learn each step with a video, a reading guide and a hands-on practice in Moiboo.
Ask several vendors to price the same parts from the job card, then compare the quotes that come back.
Type in a price a vendor gave you another way, so that vendor is compared on the same footing as the rest.
Turn the chosen quote into a purchase order — one PO per chosen vendor, with parts, prices and job reference carried across.
Record what a supplier bills the workshop — vendor, dates, products, tax and price — from Expense › Bill.
Record money going out on Expense › Payment — payment against a bill, a direct payment, or an advance against expense.
See how much is still owed to each supplier and when it is due.
Invoices, receipts, credit notes, receivables, expenses, bank reconciliation and GST returns — learn each one with a video, a reading guide and a hands-on practice in Moiboo.
Convert a completed job card into an invoice — customer, lines and vehicle come across automatically — then check it and save.
Send an invoice from the Action menu — print it, save it as a PDF, or send it on WhatsApp or by email.
Record a customer payment against an invoice — payment method, amount, receipt mode and proof of payment.
Use the Overdue Invoice report to see every open invoice — amount, paid, pending and how many days past due.
Open the customer’s ledger from Reports › Customer Ledger, read every transaction, then print or download the Statement of Account to send.
Record a supplier’s bill as a purchase invoice — vendor, bill details, line items, tax and the bill attached.
Raise a credit note for a customer against an invoice — customer, template, invoice reference and the lines being credited.
Raise a debit note to a vendor against their bill — vendor, bill reference and the lines being returned or debited.
Reconcile a bank account in Reports › Bank Reconciliation — match Moiboo’s transactions to the bank’s, then read and save the report.
Prepare GST Form 5 from Reports › Tax Reports — pick the period, let Moiboo pull the figures, check boxes 1–8 and save.
Read the workshop's performance at a glance — summary cards, live jobs, mechanic utilisation, on-time delivery and feedback — and act from the Quick Actions toolbar.
Read the Service Advisor Dashboard — summary cards, live job and mechanic boards, utilisation, deliveries, feedback, top services and quick actions.
Set up the daily summary report by email or WhatsApp and show the team how to read it.
Add and edit the customer records that job cards, invoices, reminders and feedback all pick from.
Add and edit the suppliers the workshop buys parts and services from.
Add a part, consumable or labour package across the seven tabs of the product form, then edit it.
Add a line to the chart of accounts — the ledger every expense, receipt and journal posts to.
Set the working days, hours, job duration and vehicle capacity that the online booking portal reads.
Fill in a job sheet section by section, then set up the job card options, inspection groups and inspection templates behind it.
Ask questions about your workshop's data in plain language with the built-in Gemini AI chat.
Use this when you set up online booking — and whenever there is a new place customers find you — so customers can book a service appointment online, even when the workshop is closed.
Why it is worth doing. A phone only takes bookings while somebody is free to answer it. The link takes them at 11 p.m., on a Sunday, and while the front office is busy at the counter — no call, no callback, no slot written on paper.
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Customers keep calling after hours to book a service. Copy your workshop's booking link, check it the way a customer sees it, and add it to a WhatsApp Business away message.
The booking link copied from Service Booking Share, checked on the customer's Book Your Service Appointment page, and added to a WhatsApp away or greeting message.
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It's at the bottom of the REMINDER panel on the right of the Dashboard.Click the Share icon next to SERVICE BOOKING SHARE — the link is copied, ready to paste.Paste it into a browser, ideally on your phone. Book Your Service Appointment opens on Step 1 of 5.Each date shows its time slots and how many are still free.Step through the pages without confirming. Check the makes and models, the service types, the workshop name and the local time note.In WhatsApp Business, open Business tools › Away message (or Greeting message) and paste the link after a short line such as “Book your next service here:”.Website Book an Appointment button, Facebook / Instagram Book Now, Google Business Profile, email signature, printed reminders, reception QR code.Turn the same link into a QR code and draft a small reception-counter card that says “Scan to book your next service”.
Learn the five steps a customer goes through on the online booking portal — and use the internal entry when a customer books by phone or at the counter.
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Test Customer A wants a regular service and a warning-light check next Tuesday at 10:00 AM, and will wait at the workshop. Book it through the online portal. Then Test Customer B calls — add their booking yourself in Repair › Appointment.
One online booking showing Appointment Confirmed! with a Booking Reference, and one appointment you added in Repair › Appointment with a WhatsApp confirmation sent.
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Pick the date in the calendar strip, then a slot that still shows availability. Click Next.Type the plate and click Search. If it isn't found, fill in Make, Model, Year and Colour.Tick Regular Servicing and Warning Light Showing, then describe the light in Tell us more.Full Name and Mobile Number are needed; Email is optional. Choose Wait at Workshop.Check every line on Your Appointment Summary first.Appointment Confirmed! shows the Booking Reference and the status CONFIRMED.Repair in the main menu, then Appointment. Add Appointment is at the top right.Select a Product for the service type, then the Customer (or + to add one), then the Vehicle.Check the Appointment Details box shows the slot you picked, then choose the engineer.Scroll down, fill in Appointment Type and Notes, then click Save and Whatsapp.Book a third appointment with the Visit Preference Need Pickup and check how it shows in the appointment list.
Use this at the start of each day and when planning the week — to see which vehicles are due and how busy each day is.
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The workshop manager asks how many vehicles are booked for tomorrow and how next week looks. Use the Appointment Dashboard to find out, then open tomorrow's first booking.
You can say how many appointments are booked for tomorrow, and you have opened one to see its customer and vehicle.
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Dashboard in the top bar, then Appointment Dashboard.The toggles are at the top right of the calendar.› moves forward, ‹ moves back, Today returns to the current date.Move to tomorrow with ›, switch to Day and count the coloured blocks.Click the coloured block to open its details.From the opened appointment, convert it into a Job Card / Vehicle Check-In. Convert Job Card is also in the list's Action menu (topic 1.4).Use Month view to find the busiest day this month and note how many bookings it has.
Use this when a customer wants a different date or time, a changed service, or a different engineer on an existing booking.
| View Appointment | View the existing booking details. |
|---|---|
| Update Appointment | Edit booking dates, service types, technician assignments or customer details. |
| Convert Job Card | Convert the scheduled booking straight into an active repair job card. |
Tell the customer. When the date or time has moved, finish with Save and Whatsapp rather than plain Save. The customer gets the new slot in writing straight away, and nobody has to remember to call back.
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Test Customer A calls: they can't make Tuesday 10:00 AM and want Thursday 2:00 PM instead, and the job needs a different engineer. Update the appointment and send the new slot on WhatsApp.
The appointment now shows Thursday 2:00 PM with the new engineer, and the customer received the new slot on WhatsApp.
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Click Repair in the top menu and select Appointment.Search by Name, Mobile or Vehicle No.The Action column is on the far right of the row.Pick the new In and Out date & time.Choose a different Service Engineer and add a note such as “Moved at customer's request”.It's next to Save and Save & Email at the bottom of the form.It turns the scheduled booking into an active repair job card — use it when the vehicle arrives.Open the Appointment Dashboard (topic 1.3) and check that the booking has moved to its new slot.
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A sample customer brings a car in for an oil change and mentions a squeak when braking. You notice a small scratch on the rear bumper.
A saved job sheet on the ONGOING tab with Test Customer A, the mechanic, vehicle TEST 001 with mileage and fuel, two fault comments, the bumper scratch marked and one photo.
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Go to Job Card › Job Sheet. On the ONGOING tab, click Add Job Sheet at the top right.Under Customer Details, open the Customer Name dropdown and pick the customer. If they aren't listed, use + Add New in the same dropdown.Under Fault Description, type each problem on its own line in Fault Comment.Under Reception Defect, click the body diagram where the damage is. Clear removes all marks.Under Attachments, click + to upload a photo. Click the × on a photo to remove it.Click Save in the bottom bar of the Job Sheet window.Go to Job Card › Job Sheet — the list opens on the ONGOING tab. Use search if the list is long.Open the job card and check Customer Details, Vehicle Details (mileage and fuel slider) and Fault Comment against your sample data.Use Save and Print in the bottom bar of the Job Sheet window.On the ONGOING tab click Action → Whatsapp Job Card for approval, enter your own test number and click Send.Create a second job card for a different demo vehicle with three complaints and a Next Service Date — without opening the guide.
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You're in the bay next to a sample car that needs an oil change and a new oil filter. Open the job sheet from your phone without going back to the desk.
A new job sheet on the Ongoing tab of the app with green ticks on every section, the sample customer and vehicle, a fault with photo, one defect and the oil filter with its total.
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Log in to the Moiboo mobile app — the Jobsheets screen opens first.Tap the + button at the bottom right of the Jobsheets screen.Tap Customer Details, select the Customer and the Engineer, then tap Done.Tap Vehicle Details, select the vehicle, enter Mileage, move the fuel slider, tap Done.Tap Reception Defect Details and mark the diagram. Clear starts again. Tap Done.Tap Fault Details, type the Fault Comments, tap + under Attachments for photos, enter a Title, tap Done.Tap Parts, Select Product, enter Qty and Rate. + Add New Item adds another line. Tap Done.A section only gets its tick after you tap Done inside it.Tap Save Jobsheet at the bottom of the Create Jobsheet screen.On your phone, create a job sheet with two different parts and use Copy to duplicate one line, then Delete it.
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The sample customer has left and wants to follow the car's progress from home. Send them the intake link — to your own phone.
A WhatsApp message on your phone with a link to the Vehicle Intake & Service Status report for your practice job card.
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Job Card › Job Sheet → ONGOING tab.Click the Action dropdown next to the job card and select Whatsapp Vehicle Intake.Check both in the pop-up. Use your own test number.Click Send in the pop-up.Open the WhatsApp message and tap the link.The report shows Customer & Vehicle Information, Fuel Level & Visual Inspection, Appointment & Cost Estimates and the Live Service Tracker.Change the practice job's status, reopen the link and note what changed on the Live Service Tracker.
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Vendors have replied to the RFQ for a sample job needing brake pads and an AC coil. Choose the best value for each part — not automatically the cheapest.
Each part row on Price Comparison shows a supplier with a green Selected badge and a Cost Price.
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Job Card › Job Sheet → ONGOING. Look for the blue WAITING FOR QUOTE status.Click the WAITING FOR QUOTE status button itself.It's the strip at the top of the Quote Preparation page.Click the chevron in the Action column at the end of the part row.Compare Quotes shows Original, OEM, Aftermarket, Reconditioned, Delivery Time, Warranty and Quote Date. The ★ marks the lowest price — a suggestion, not a rule.Click the radio button next to the price. The row shows a green Selected badge and the Cost Price.For the same RFQ, decide what you'd choose if the customer needed the car back tomorrow. Does your choice change?
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Supplier prices are chosen for the sample job. Add a 20% markup, confirm labour and send the quotation — to your own phone.
A saved quotation with 20% markup on every part, labour confirmed, and the quotation link received on your phone.
This one is checked automatically because it has a known answer.
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Job Card › Job Sheet → ONGOING → click WAITING FOR QUOTE.Under Compare Quotes, select the preferred option for each part.Type it in the Markup % column. Selling Price and Total update automatically.Scroll to Labour Details — check Sales Price Per hr and Working min.The Grand Total is at the bottom right of the page.Click Save and Send to Customer and complete the pop-up. Use your own test number.Work out the selling price for a 250.00 part at 15% markup, then check it against Moiboo.
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The sample customer must approve the estimate before work starts. Play both roles: send it from Moiboo, then approve it on your own phone.
The Approval status for your practice job sheet is green.
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Job Card › Job Sheet → ONGOING.Click Action next to the job sheet and select Whatsapp Job Card for approval.Key in the WhatsApp number in the pop-up (your own test number) and click Send.Open the link — the Order Estimate Approval form opens. Click Approve.Refresh the Job Sheet list and check the Approval column.Send another approval link and don't approve it. Note how the status looks while it's waiting.
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Work on the sample car is finished and checked. Close the job so it leaves the ongoing list.
Your practice job sheet is on the COMPLETED tab with status COMPLETED.
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Job Card › Job Sheet → ONGOING. Use only your practice job.Click Action next to the job sheet and select Jobsheet Complete.Open the COMPLETED tab — status shows COMPLETED.ONGOING goes down by one and COMPLETED goes up by one.Complete a second practice job and confirm the tab counts change by one again.
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A sample customer asked to be called next month about tyre replacement. There's no job card — set a one-time general reminder.
A new reminder for Test Customer A, one month ahead, counted under ACTIVE.
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From the Dashboard, click the Calendar icon in the top-right toolbar.Click the blue + Create Reminder button at the top right.Under 1. Reminder Type pick the type; under Customer choose the sample customer.Under 2. Start From choose Custom Date and pick the Date.3. Repeat → One time or Every X Months. 4. End When → Never, after X occurrences, or on a date.Click Save Reminder. It appears in the list and the ACTIVE count goes up.Create a reminder that repeats every 3 months and ends after 4 occurrences.
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The sample car's next service is due in 6 months. Set a reminder from its job sheet that goes out 5 days before.
A Service Reminder for the sample customer, triggered from Next Service Date, 5 days before, repeating every 6 months.
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Open the job sheet; fill Next Service Date under Job Sheet Details.Click Set Reminder in the bottom bar of the Job Sheet window.It's shown at the top of the Create Reminder pop-up.Start From → Next Service Due Date; set Reminder Before (e.g. 5 Days).Repeat → One time or Every X months. End When → Never, after X occurrences, or on a date.Click Save Reminder.Set a service reminder counted from Last Service Date instead and compare the next reminder date.
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Oil filters should be replaced every 6 months. Add a sample product with a parts reminder so every customer who gets one is reminded.
Product TEST Oil Filter with a Parts Reminder counting 6 months from job completion, repeating every 6 months.
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Setting (top right) → Settings → Inventory → Products Settings → Products.Click Add Products, or use Action on an existing row.While filling in the product, open Set Reminder — the type is Parts Reminder.Start From → Job Completion Date (wear items), Custom Date, or Invoice Date (warranty parts). Then set the Delay.Repeat → One time or Every X Months. End When → Never, after X Occurrences, or on a date.Click Save Reminder, then save the product.Set a warranty-style reminder on a second test part that counts from Invoice Date. Why is that date better for warranty parts?
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It's Monday morning. Find the reminders you created, filter them, and decide what to do with one that needs attention.
You can find, filter and reschedule a reminder, and read its status and next date.
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Dashboard → Calendar icon. Cards: Total, Active, Due Soon, Sent, Delivered, Failed.Type in the Search reminder, customer… box.Use All Reminder Types to pick Service, Parts or Invoice. Reset clears search and filter.Look at NEXT REMINDER — amber Due Today, red Overdue.Click Set Follow-up in the RESCHEDULE TO column and choose a new date.Click the Action dropdown on the right of a row.Filter to Parts Reminder and explain the TRIGGER & SCHEDULE column for one row.
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The supervisor asks: “How many jobs have no mechanic, and who has the most work?” Answer from the Workshop Dispatch Board without walking the floor.
The Workshop Dispatch Board open full screen, with one column per mechanic and unassigned jobs under No Mechanic.
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Scroll to the lower panel with REMINDER, BUDGET VS. EXPENSES and JOB STATUS — the blue button is at the bottom.Click Job & Dispatch Details and select View Dispatch Board.Each column heading is a mechanic's name.No Mechanic is the column of job cards not yet assigned.Job number and vehicle at the top, status badge on the right (e.g. In Hold), work lines below; “and 1 more” means extra lines.The board is Work Progress (Old to Latest ↓) — the job waiting longest is pushed first.Assign a mechanic to one unassigned demo job and confirm its card moves out of No Mechanic.
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Reception has a new TV. Put the customer-facing Job Progress board on it — practise in a separate browser window — and find the test car's stage.
The Job Progress board open full screen in its own window, showing four stage columns and the test vehicle under its current stage.
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Dashboard → Job & Dispatch Details → Copy to Share Job Progress.Paste the copied link into a new browser window (or the TV's browser).Press F11 (F11 or Esc again to exit).Diagnostic In Progress (red), Service In Progress (orange), Quality Check In Progress (yellow), Vehicle Ready (green).Look for its job number and plate under one of the four columns.Leave the tab open — vehicles move across as job cards progress.Move the test job card forward a stage and watch the board update on its own.
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The sample customer collected their car yesterday. Send a feedback request to your own phone and answer it as the customer.
Your star rating and emoji show in the Feedback column for the practice job.
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Job Card › Job Sheet → COMPLETED tab.Click Action on that row and select Whatsapp Feedback.Check Send To (your own test number) and review the message with the feedback link.Click Send.Open the link, give a star rating, tick aspects, add a comment, click Submit Feedback.The star rating and emoji show in the Feedback column of the Job Sheet list.Send a second request and leave it unanswered. What does the Feedback column show?
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Open the test feedback as if a real customer had sent it, work out what they were unhappy with, and plan the follow-up.
You can say what the customer liked, what they didn't, and what to do next.
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Job Card › Job Sheet — a star rating with emoji, or a dash if no reply yet.Click the emoji on that row.The pop-up shows Satisfaction (stars), Recommendation (emoji) and Satisfied Aspects (Quality, Time, Communication, Price).Look at which aspects were not ticked and read the Customer Comments.Low rating → call with the facts. High rating → ask for a public review.Look at feedback across several demo jobs. Is the same aspect left unticked more than once?
The step-by-step screens for Assign the Mechanic are being prepared and will be added in the next edition of the training booklet.
Allocate each job card to the right mechanic so work starts on time.
The step-by-step screens for View the Jobs Assigned are being prepared and will be added in the next edition of the training booklet.
See the jobs assigned to you on the mobile app before you start the diagnosis.
Use this when you pick up a job card assigned to you and are ready to begin work.
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You have been assigned a brake pad replacement on TEST 001. Open the job on your phone, check the repair items and start the timer.
The job card shows a running timer in Mechanic Jobs.
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Mechanic Jobs lists the job cards assigned to you.Swipe right across the job card itself.The Repair Items pop-up opens after you tap Start Job.It's at the bottom of the Repair Items pop-up.Back in Mechanic Jobs, the active card shows the running timer.Start a second assigned job and see how both show in Mechanic Jobs.
Use this whenever work on a job stops for a while — a break, or waiting for a part — so the job time stays accurate.
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Halfway through the brake job you need a part from stores. Pause the job, then restart it when the part arrives.
The job was paused and restarted, and the timer carried on from where it stopped instead of starting again.
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It's in Mechanic Jobs — the card shows the timer.Swipe right across the active card.The timer stops.Swipe again and tap Start Job — the timer continues from where it stopped.The red End Job button — see topic 10B.3.Pause and restart the job once more and check that the timer still carries on from the right time.
Use this when your work on a job is finished — or can't go any further — so the workshop knows the status of every repair item.
Tip. If an item is Need Help or Not Done, say why in Comments — it's the first thing the service advisor or supervisor will read.
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The brake pads are replaced, but the brake disc needs a second opinion. End the job, mark the pads Done and the disc check Need Help, and leave a comment.
The work order is closed on the app, each repair item has a status, and your comment is saved.
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The red End Job button appears when you swipe right.They show on screen after you tap End Job.Tap the item and choose Done.Tap the item and choose the right status.Type it in the Comments box.This completes and closes the work order.Ask your service advisor to open the same job sheet on desktop and check the item statuses and your comment.
Use this when a job needs parts priced. An RFQ — request for quotation — asks several vendors to price the same parts, so the job can be quoted on real supplier numbers. The parts come from the job card; this topic sends the request and collects the replies.
A link, not a login. Each vendor receives a quote link they open in the browser on their phone. They do not need a Moiboo account, and nothing has to be installed — which is why a vendor who has never used the system can still reply the same day.
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A demo job needs brake pads and an oil filter. Send an RFQ to two demo vendors, then check that the Compare Quotes panel shows them as Awaiting.
An RFQ saved against your demo job with two vendors per product, each showing Awaiting until they reply.
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Hover over Purchase in the top bar and click Pending — the label, not the green +.Use the search box, or the Status, Quote Status and Chosen Vendor filters.Click the − / + icon at the start of the job's row.Each vendor row shows Original, OEM, Aftermarket, Reconditioned, Delivery Time, Warranty and Quote Date.+ Add Vendor sits under each product inside the Compare Quotes panel.It is the blue button at the bottom of the Compare Quotes panel.Awaiting means the quote has been requested but has not come back yet.It is the switch at the top right of the Compare Quotes panel.Add a third vendor to one product and request the quote again.
Use this when a vendor has not replied to the RFQ but has given you a price another way — by phone, for example. Typing it in puts that vendor back into the comparison.
Why it matters. A vendor who quotes over the phone would otherwise leave the comparison blank, and the job would be quoted on partial information. Typing the price in puts that vendor back into the comparison, so the best price wins on the same footing as the rest.
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A vendor called with a price for the brake pads instead of replying to the RFQ. Enter the price, delivery time and warranty by hand, then save.
The vendor's phone price saved against the product, with a Quote Date instead of Awaiting.
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Hover over Purchase in the top bar and click Pending.Use the search box at the top of the list.Click the − / + icon at the start of the job's row.Awaiting in the Quote Date column means no quote has come back yet.Click the field on that vendor's row and type the price they gave you.Use the same format as the other rows, for example 2–3 Days and 6 Months.The Quote Date replaces Awaiting with the date once the price is saved.Enter an OEM and an Aftermarket price for the same vendor and save again.
Use this once a vendor has been chosen for the parts. The RFQ becomes a purchase order, and Moiboo creates it supplier-wise — one PO per chosen vendor — with the parts, prices and job reference already carried across.
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The brake pads quote from your demo vendor has been chosen. Convert it into a purchase order with a delivery note and terms, then save.
A purchase order created for the chosen vendor with the job's parts, prices, your notes and terms.
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Click Purchase in the top menu, then Pending, then the PO PENDING tab.The Chosen Vendor column shows the vendor picked for that job.The checkbox is at the start of the job's row.It is the button at the top right of the Pending page.Vendor Name is carried across from the chosen quote; App Exec is a drop-down.Notes could be 'Please deliver within 3 working days'; terms could be payment within 30 days.Save and Create New, Save and SMS and Save and Email sit in the same bar.Convert a second job and use Save and Email to send the PO straight to the vendor.
Use this when a supplier's invoice arrives. A purchase invoice records what a supplier bills the workshop — the date, the goods or services bought, quantities, prices, any discount or GST, and the total amount due.
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ABC Suppliers delivered 4 brake pads at SGD 45.00 each. Their invoice is dated today and due in 30 days. Record the bill with GST.
A purchase bill for ABC Suppliers saved in Expense › Bill with 4 brake pads, the right due date and GST applied.
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Hover over Expense in the top bar and click Bill — the label, not the green +.It is at the top right of the Bill page. Import Bill beside it brings bills in from a file instead.Choose ABC Suppliers from the Vendor dropdown.Date is the invoice date; Due Date is when payment is due — 30 days later here.Add a line for Brake pad and set the quantity to 4.Pick GST if it's set up, then key in 45.00 as the price.Click Save — the bill shows in Expense › Bill.Record a second bill from the same vendor with two different products on separate lines.
Money going out of the workshop is recorded on the Payment page. There are three payment types, each covered below — Payment against bill, Direct payment and For advances against expense.
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Today you pay ABC Suppliers’ bill by cheque, pay a taxi fare in cash, and give ABC Travel Agency a cash advance for a trip.
Three saved payments in the Payment list — one against a bill, one direct payment to Travelling Expenses and one advance — each with the right vendor, payment mode and amount.
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Hover over Expense, click the Payment label (not the green +), then click the green Add Payment button.Payment Type: Payment against bill. Fill Payment Method, Ref No, Vendor, Payment Mode and Amount, then Save.When Payment Method is Cheque, enter both. Leave them blank for other methods.Payment Type: Direct Payment. In the lines, select the Account (e.g. Travelling Expenses) and enter the Price.Select the Tax and enter the Tax Amount. Click Add a line (F4) for another line.Payment Type: For Advances against Expense. Fill Vendor, Payment Mode and Amount, then Save.Under Attach Documents click Choose file (maximum 2M).Enter the payment number and click Search, or use Advance Search.Record a direct payment that repeats every month and switch on Is This Recurring?
The step-by-step screens for View Balance Payables are being prepared and will be added in the next edition of the training booklet.
See how much is still owed to each supplier and when it is due.
An invoice is an itemized list that records the products or services supplied to the customer, the total amount due, and how they can pay. Once the job is completed, the invoice is created from the job card itself — nothing is keyed in twice.
The invoice is now saved and ready to go to the customer. It can be printed, emailed or sent on WhatsApp — the next module covers each of those.
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A sample customer’s job is finished and they are at the counter to collect the car. Turn their completed job card into an invoice.
A saved invoice for the completed job, with the customer, lines and vehicle taken from the job card, listed under Income › Invoice.
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Go to Job Card › Job Sheet and click the COMPLETED tab.On the customer’s job card click Action and select Convert to Invoice.Name, address, phone and customer reference are filled in automatically at the top of the invoice.All four sit in the invoice header — set the date and check the other three.The lines come from the job card. Change qty, price or tax if needed, or click Add a line (F1) for an extra line.It is shown under Other Details.Click Save in the bottom bar.Go to Income › Invoice, tick the invoice and click Action.Convert a second completed job card, add one extra line with Add a line (F1), and use Save and Print.
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Test Customer A wants a printed copy at the counter, the invoice on WhatsApp and a copy by email for their records.
The invoice printed or saved as a PDF, a WhatsApp message with the invoice on your test phone, and the invoice email in your test inbox.
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On the Invoice page, tick the invoice and click Action.From the Action menu, click Print Invoice.From the Action menu, click PDF Invoice.Click Whatsapp Invoice. Check the country code and mobile number (use your own test number), edit the Message if needed, then click Send.Click Mail Invoice. In Send document fill Mail To, Subject and Message, then click Send.In Send document, fill BCC or Mail Cc and use Attachment before you click Send.Send a different invoice by WhatsApp with your own edited message, then check what the customer would see on their phone.
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Test Customer A pays their invoice in full by bank transfer and sends you a screenshot of the transfer as proof.
A saved receipt against the invoice with the amount, receipt mode, ref no and proof attached.
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On the Invoice page, tick the invoice, click Action and select Add Receipt.In Create Receipt, choose the Settings Type (for example Inv Receipt) and set the Date.All three are in the payment details section of Create Receipt.Type the amount received, then choose the Receipt Mode from its list.Click Attach Documents and upload the screenshot or photo of the payment.Type any Notes at the bottom, then click Save.Record a part payment on another demo invoice, then check it still shows as pending in View Receivables.
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Your manager asks which customers still have unpaid invoices this month, and how many days overdue each one is.
The Overdue Invoice report listing every open invoice in your date range, with Amount, Paid, Pending and Due Days Crossed.
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Go to Reports. Under Invoice Reports, click Overdue Invoice.Set the date range in the filters, then click Search.Pick the customer in the customer filter and click Search again.Use the other filters next to the date range, then click Search.Choose a different sort order in the filters and click Search.Each row in the list shows these columns for one open invoice.Find the invoice with the most Due Days Crossed and record a receipt for it, then run the report again.
A Statement of Accounts is the customer’s full history on one sheet — every invoice, credit note and receipt, with a running balance. It is what to send when a customer asks what they still owe.
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Test Customer A asks for a statement of everything on their account this year before they make a payment.
A Statement of Account for Test Customer A covering your date range, downloaded as a PDF (and Excel), ready to send.
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Click Reports. Under Income Reports, click Customer Ledger.Click Advance Search at the top of List of Ledgers.Enter the customer name and the date range, then click Search.Click the ledger name on the line that appears with the Debit and Credit totals.Each row shows Date, Reference, Description, Chassis / Car Plate No, Vch Type, Debit and Credit Amount.Click the Print icon on the customer’s ledger.From the Statement of Account, use the PDF or Excel download, then send it to the customer.Make a statement for a different customer over a shorter date range and compare the closing balance with View Receivables.
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A sample vendor has billed the workshop for 2 litres of coolant and one box of cleaning rags. Record the bill as a purchase invoice.
A saved purchase invoice for Test Vendor A with two lines, tax applied, the totals correct and the vendor's bill attached.
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Go to Purchase, click Purchase Invoice, then click Add Purchase Invoice.Select the Vendor at the top, then type the bill number from the vendor's bill in Vendor Bill No #.All of these sit in the header of the purchase invoice, next to the vendor details.In the lines table fill Product, Description, Qty, Units, Price, Discount and Tax.Click Add a line (F4) — or press F4 — to add the next row.They update below the lines as you add each row.Use the attach documents section, then click Save.Record a second bill from another demo vendor and use Save and Create New to move straight on.
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Test Customer A was charged for one extra litre of engine oil on their invoice. Raise a credit note for it against that invoice.
A saved credit note for Test Customer A linked to the original invoice, crediting one litre of engine oil.
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Go to Invoice, click Credit Note, then click Add Credit Note.Select the Customer Name — the address and any outstanding Debit appear just below it.Pick each one from its dropdown in the credit note header.Fill the Invoice Number and Invoice Date of the invoice you are crediting.Fill Product, Description, Qty, Units, Price, Discount and Tax for the item.Click Save in the bottom bar.Raise a credit note with two lines for a different demo invoice and check the customer's outstanding Debit afterwards.
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You are returning one damaged brake pad set to Test Vendor A. Raise a debit note against their bill.
A saved debit note to Test Vendor A linked to their bill, for one brake pad set.
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Go to Purchase, click Debit Note, then click Add Debit Note.Select the Vendor Name at the top, then type the reason in Notes.Pick each one from its dropdown in the debit note header.Fill the DebitNote #, Date, Bill Number and Bill Date.Fill Product, Description, Qty, Units, Price, Discount and Tax for the item.Click Save in the bottom bar.Raise a debit note for a part-return of two items from another demo bill.
A bank reconciliation report compares the workshop’s own records with the records the bank holds. It identifies any discrepancy between the two — outstanding cheques, deposits in transit, bank fees or errors — so the books reflect the real financial position.
Once all transactions are reconciled, the report shows the matched transactions, the outstanding ones and any discrepancy.
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Last month’s bank statement for the workshop’s main account has arrived. Reconcile it against Moiboo.
A reconciliation report for the demo bank account where the Balance in Books, adjusted for the unreconciled cheques, agrees with the Balance as per Bank Statement.
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Click Reports. Under Accounting Reports, click Bank Reconciliation Report.Pick it from Bank Accounts Ledger Account.Choose the date range at the top of the report.Go through each line and tick it as reconciled where Moiboo and the bank agree.Type the date the transaction cleared at the bank against each ticked line.Click Reconcile Report once the matching is done.Books balance at the top, then Add: cheques issued not presented and Less: cheques deposited not cleared, then the bank balance.Save it, or use Print, PDF or Excel.Leave one cheque unticked on purpose and check it appears under Add: Cheque issued but not presented.
Goods and Services Tax (GST) is a broad-based consumption tax levied on the import of goods — collected by Singapore Customs — as well as on nearly all supplies of goods and services in Singapore. GST Form 5 is the document holding the GST details a business must file with the tax authorities: sales, purchases, GST charged on sales and GST paid on purchases. Filing it is compulsory under GST regulations.
The form is laid out in three blocks — Supplies, Purchases and Taxes. Check each box against your own records before filing.
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The quarter has closed. Prepare the workshop’s GST Form 5 for the period and check every box before it is filed.
A saved GST Form 5 for your period, with Box 4 = Box 1 + 2 + 3 and Box 8 = Box 6 − Box 7, matching your own records.
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Click Reports, scroll to Tax Reports and click GST FORM-5.On the GST Forms page, click Add GST Form.Pick both periods, then click Search — Moiboo pulls the figures in.Box 1 standard-rated, Box 2 zero-rated, Box 3 exempt, Box 4 their total (automatic).Standard-rated and zero-rated purchases, excluding GST.Box 6 output tax, Box 7 input tax claimed, Box 8 the net GST to pay (automatic).Check every box against your records, then click Save.Open GST FORM-5 SUMMARY for the same period and check the totals by tax code match your form.
Use this every day — and in weekly reviews — to see the workshop's load, bottlenecks and performance at a glance.
| Today's Appointments | Appointments scheduled for the day, including upcoming ones. |
|---|---|
| Jobs Created (MTD) | Jobs opened this month, with growth against last month. |
| Jobs In Progress | The number of active jobs being worked on. |
| Jobs Completed (MTD) | Jobs finished this month, compared with last month. |
| Pending Approvals | Jobs waiting for estimate approval from customers or managers. |
| Check-in | Vehicles checked in and waiting for diagnosis. |
|---|---|
| Diagnosis / Estimate | Vehicles under inspection or estimate creation. |
| Waiting for Approval | Estimates sent and awaiting customer sign-off. |
| In Progress | Jobs actively being worked on by mechanics. |
| QC / Final Check | Completed repairs under quality control. |
| Ready for Delivery | Vehicles cleared and waiting for pickup. |
| Live Mechanic Dashboard | Each mechanic's active jobs, with a breakdown across Jobs Assigned, In Progress, Awaiting QC and Ready to Deliver. |
|---|---|
| Mechanic Utilization | Average Utilization Rate (%) — share of available hours spent on billable labour — with total mechanics, billable hours and available hours, plus a Technician Performance link. |
| Timely Job Deliveries (MTD) | On Time (%) for jobs delivered by the estimated deadline, and Delayed / Breached (%) for jobs past it. |
| Feedback by Technician (MTD) | Jobs Completed, Average Rating (out of 5) and the Trend (up, down or neutral) for each mechanic. |
| Top 5 Services (By Revenue) | The month's top revenue-earning services — for example General Service, Engine Repair, Brake Service, AC Service and Electrical Repair. |
| + New Job Card | Create a job card for a walk-in or appointment. |
|---|---|
| Create Estimate | Draft a cost estimate for parts and labour. |
| Approve Estimate | Process customer estimate approvals. |
| Customer Lookup | Search customer history and vehicle details. |
| Appointment Booking | Schedule a new service appointment. |
| Follow-up List | View pending customer follow-ups and communications. |
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It's 9 a.m. Before the daily huddle, check the dashboard and note three things: how many jobs are waiting for approval, which stage has the most vehicles, and which technician has the lowest average rating this month.
Three numbers ready for the huddle: Pending Approvals, the busiest stage, and the technician with the lowest average rating (with their trend).
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Dashboard in the top bar, then Service Advisor Dashboard.They're in the top summary cards.Each card shows the change against last month.Compare Check-in, Diagnosis / Estimate, Waiting for Approval, In Progress, QC / Final Check and Ready for Delivery.The Live Mechanic Dashboard shows Jobs Assigned, In Progress, Awaiting QC and Ready to Deliver per mechanic.It's in the Mechanic Utilization widget.They're in Timely Job Deliveries (MTD).Look at Feedback Consolidation by Technician (MTD) — check the Trend too.The Quick Actions toolbar is at the bottom of the dashboard.Open the Technician Performance link from Mechanic Utilization and note one thing to discuss with the technician who has the lowest rating.
The step-by-step screens for Setting Up & Teaching the Daily Email / WhatsApp Report are being prepared and will be added in the next edition of the training booklet.
Set up the daily summary report by email or WhatsApp and show the team how to read it.
Use this when a new customer comes in, or when a customer's details change. Customers are held in Settings under Income — everything downstream picks the customer from this list, so it is worth getting the record right once.
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A new customer, Demo Customer A, has booked a service. Add them to the customer list with a mobile number and contact person, then edit the record to correct the mobile number.
Demo Customer A saved in the customer list, then updated with the corrected mobile number.
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Click Setting in the top navigation bar, then Settings in the dropdown.Use the left panel inside Settings.It is the green button at the top right of the customer list.Name is required; the mobile number sits beside it.It is on the same form, under the name fields.The green message appears and the customer moves to the top of the list.Click Action in the customer's row, then Update Customer.Edit the Mobile (HP) field, then click Save to keep the change.Add a second customer and fill in the Address and GST tabs as well.
Use this when you start buying from a new supplier, or when a supplier's details change. Vendors sit in Settings under Expense, and are what RFQs, purchase invoices and debit notes are raised against.
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The workshop has started buying from ABC Auto Parts. Add them as a vendor with a mobile number and contact person, then edit the record to change the contact person.
ABC Auto Parts saved in the Vendors list, then updated with the new contact person.
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Click Setting in the top navigation bar, then Settings in the dropdown.Use the left panel inside Settings.It is at the top right of the Vendors list.Business Name is required — for example ABC Auto Parts.Account ID, Vendor Type, Pricelist, Email, Telephone, Mobile2, Fax and Website all sit there.The Vendors list shows Name, Email, Mobile, Products and Country.Click Action in the vendor's row, then Update Vendor; + more details shows the extra tabs.Open + more details and fill in the Bank Detail and GST tabs for the same vendor.
Use this when the workshop starts selling a new part, consumable or labour package. Products live in Settings under Inventory, and the Add a Product form is split across seven tabs — this topic works through each of them.
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The workshop is selling a new LABOUR PACKAGE at SGD 500, bought in at SGD 300. Add it as a product across the tabs, then edit its item description.
LABOUR PACKAGE saved in the product list with its prices, SKU, re-order levels and unit, then updated with a new item description.
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Click Setting › Settings, then use the left panel.Add Product is at the top right; the name is required.The Purpose tab sits next to Primary.They are on the Accounts Category tab — 500, 300 and 600 here.Use the Select a Tax drop-down on the income and expense sides.SKU is LC-001 here; Product Type could be Goods.They are on the Re-Order tab — 5, 50 and 10 units here.Both are on the Units tab; the Conversion Ratio is 1.Find the product in the list and click Action in its row.Add a second product as a Goods item with an opening stock and a barcode.
Use this when you need a new line in the chart of accounts — Office Rent, Bank Charges, Travelling Expenses. Every expense, receipt and journal posts to one of these, so the accounting reports are only as good as this list.
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The workshop needs a new expense ledger for Office Rent under Financial Expenses. Add the account, then edit its budget.
An Office Rent account saved under Financial Expenses, then updated with a budget.
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Click Setting in the top navigation bar, then Settings in the dropdown.Use the left panel inside Settings — the Accounts list opens.It is at the top right of the Accounts list.Choose Financial Expenses, or click the blue + to add a new group.AC1001 and Office Rent here.A green message such as Ledger Account Added Successfully appears.Find the account in the list and click Action in its row.Add a second ledger such as Bank Charges and give it an opening balance.
Use this when the workshop's opening hours or capacity change. Appointment settings decide how many slots the online booking portal can offer — the booking portal reads straight from here: working days, working hours, job duration and how many vehicles the workshop can take at once.
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The workshop can service 4 vehicles at once, opens Monday to Saturday from 9:00 to 18:00, and each job takes about an hour. Set the configuration to match.
A saved slot configuration with 4 vehicles, Mon to Sat, 9:00 to 18:00 and a one-hour default job duration.
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Click Job Card in the top navigation bar, then Appointment.Click Setting in the top navigation bar, then Settings in the dropdown.The Working Hours & Slot Configuration page opens.It shows total slots per day, working days, working hours, max vehicles and job duration.Enter the number of vehicles your team can service at the same time.Selected days are highlighted in blue.Cancel at the top discards the changes instead.Change the default job duration to 30 minutes and see how the total slots per day change.
Use this when setting up how job sheets are filled in and what the workshop inspects. This topic walks through a blank job sheet, then the Job Card settings behind it — inspection groups and inspection templates.
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The workshop wants battery checks on its job sheets. Fill in a blank job sheet, then add a BATTERY CONDITION inspection group and a BATTERY inspection template.
A saved job sheet, a BATTERY CONDITION inspection group and a BATTERY inspection template in the list.
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Click Job Card in the top bar, then Job Sheet — the green + creates a new one.The address fills in automatically once the customer is selected.Check the Job No first, then set the dates and times.Describe the problem in Fault Comment.REPAIR is the category used here.Save, Save and Print and Save and Send all sit at the bottom.Settings, Create Templates, Check List, Reception Defect, Inspection Group and Inspection Templates.Click Inspection Group, then Add Inspection Group at the top right.Click Inspection Templates, then Add Inspection Template, and pick the group and type.Add a second item to the template with Add a line and switch on Needs photo attachment?.
The step-by-step screens for Using Gemini AI Chat are being prepared and will be added in the next edition of the training booklet.
Ask questions about your workshop's data in plain language with the built-in Gemini AI chat.
Copy the Service Booking Share link from the Dashboard and add it to your website, WhatsApp, social pages and Google profile.
Walk through the five-step online booking a customer makes, then add an appointment yourself from Repair › Appointment.
Open the Appointment Dashboard and use the Day, Week, Month and List views to see bookings and plan the workshop's load.
Find a booking in Repair › Appointment and change its date, slot, service or engineer with Update Appointment — then tell the customer.
Open a new job sheet from Job Card › Job Sheet and fill in customer, vehicle, fuel, faults, reception defects and photos.
Create the same job sheet from the Moiboo mobile app — section by section, until every section shows a green tick.
Send the customer a WhatsApp link to their Vehicle Intake & Service Status report with a live service tracker.
Read vendor prices that came back from the RFQ, compare grades, delivery and warranty, and select a price for every part.
Select vendor prices, add markup, confirm labour and send the quotation to the customer on WhatsApp.
Send the job card estimate on WhatsApp so the customer can approve it from their phone.
Close a finished job sheet so it moves from ONGOING to COMPLETED.
Raise a reminder by hand from the Reminders page for any customer — a follow-up call, a renewal, a callback next month.
Set a service reminder from inside the job sheet so the vehicle comes back on time for its next service.
Attach a parts reminder to a product so every customer who has that part fitted is reminded when it's due.
Track, send, search, filter and clear reminders — work the red and amber ones first.
Open the Workshop Dispatch Board from the Dashboard and read it — who is working on what, and what is still waiting.
Put the Job Progress board on the TV and read it by stage — so a waiting customer can follow their own vehicle.
Send a WhatsApp feedback link for a completed job and see the rating come back on the job sheet.
Open the customer's full feedback from the job sheet and act on it — read the chips before calling back.
Allocate each job card to the right mechanic so work starts on time.
See the jobs assigned to you on the mobile app before you start the diagnosis.
Find your assigned job in Mechanic Jobs on the mobile app, review the repair items and start the job timer.
Pause the job timer when work stops — for a break or waiting on parts — and resume it when you carry on.
End the job on the mobile app — mark each repair item Done, Need Help or Not Done, add comments and close the work order.
Send a request for quotation to your suppliers for the parts a job needs.
Key in a supplier's price yourself when they haven't replied to the RFQ.
Turn the chosen RFQ prices into purchase orders, one for each supplier.
Record what a supplier bills the workshop — vendor, dates, products, tax and price — from Expense › Bill.
Record money going out on Expense › Payment — payment against a bill, a direct payment, or an advance against expense.
See how much is still owed to each supplier and when it is due.
Convert a completed job card into an invoice — customer, lines and vehicle come across automatically — then check it and save.
Send an invoice from the Action menu — print it, save it as a PDF, or send it on WhatsApp or by email.
Record a customer payment against an invoice — payment method, amount, receipt mode and proof of payment.
Use the Overdue Invoice report to see every open invoice — amount, paid, pending and how many days past due.
Open the customer’s ledger from Reports › Customer Ledger, read every transaction, then print or download the Statement of Account to send.
Record a supplier’s bill as a purchase invoice — vendor, bill details, line items, tax and the bill attached.
Raise a credit note for a customer against an invoice — customer, template, invoice reference and the lines being credited.
Raise a debit note to a vendor against their bill — vendor, bill reference and the lines being returned or debited.
Reconcile a bank account in Reports › Bank Reconciliation — match Moiboo’s transactions to the bank’s, then read and save the report.
Prepare GST Form 5 from Reports › Tax Reports — pick the period, let Moiboo pull the figures, check boxes 1–8 and save.
Read the Service Advisor Dashboard — summary cards, live job and mechanic boards, utilisation, deliveries, feedback, top services and quick actions.
Set up the daily summary report by email or WhatsApp and show the team how to read it.
Ask questions about your workshop's data in plain language with the built-in Gemini AI chat.
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