Repair Tasks & OCR
Learn how to assign repair tasks to mechanics, upload receipts, and use our AI-powered OCR scanner.
Creating Repair Tasks
Tasks keep your reconditioning process organized and ensure that every necessary repair is completed before a vehicle hits the lot.
- Open a vehicle's detail page and go to the Tasks tab.
- Click Add Task and select a task template or enter a custom description (e.g., "Replace brake pads", "Perform oil change").
- Assign the task to a specific team member and set a priority level.
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Tracking Costs & Receipts
CarFlow automatically calculates your total reconditioning cost by summing up the parts and labor associated with each task.
- Mechanics can update the status of their assigned tasks from "To Do" to "In Progress" to "Done".
- When a task requires parts, users can attach receipts directly to the task.
AI-Powered OCR Scanner
Manually entering receipt data is time-consuming. CarFlow features an intelligent OCR (Optical Character Recognition) scanner to automate this.
- Take a photo of a parts receipt using your phone, or upload a PDF invoice.
- CarFlow's AI will automatically extract the vendor name, date, line items, and total cost.
- Review the extracted data for accuracy and click Approve. The costs will be instantly added to the vehicle's total repair bill.