Workshop Systems Project

Client Onboarding Portal

A digital front desk for Heath Motor Group that captures vehicle history, service preferences, and authorisation details before a car ever reaches the workshop floor.

The problem we started with

Every morning, the service advisors at our Pietersen Stream workshop were collecting the same information by hand: registration numbers, mileage readings, service history, and which jobs the customer actually wanted done. For fleet clients sending in five or six vehicles at once, that meant a pile of paperwork and a lot of back-and-forth before a single bay could be scheduled.

What the portal does

We built a simple web-based form that customers complete before their visit. It captures the vehicle identification number, current odometer reading, any warning lights that are showing, and lets the driver tick off symptoms like pulling to one side or a noisy clutch. Fleet managers get a single dashboard where they can submit multiple vehicles and attach service schedules for the whole quarter.

How it changed the workshop flow

The diagnostic team now reads the submitted details before the car arrives. If a customer reports an intermittent engine fault, the technician can prepare the diagnostic equipment and check for known issues with that model before the vehicle is even lifted. Authorisation for estimated work is handled through the portal too, so there is a clear digital record of what was approved and when.

Measured outcome

Average check-in time dropped from roughly fifteen minutes per vehicle to under five. Fleet customers now book their monthly service windows in one session, and the workshop team starts each day with a clear board of expected work rather than waiting for walk-ins to explain their symptoms at the counter.

Project scope

Duration
Six weeks from spec to rollout
Users
Service advisors, fleet managers, workshop foreman
Systems linked
Diagnostic bay scheduling, parts ordering, job cards
Status
Live for private and fleet bookings

What customers see

  • 1. Vehicle details and service history
  • 2. Symptom checklist for the technician
  • 3. Preferred contact time for estimates
  • 4. Digital sign-off on approved work
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