Workflows
Workshop workflow automation, one handoff at a time
Each workflow below shows one handoff that usually means retyping or chasing, and how BayAutomate prepares it automatically. Every step is labelled with its real status. The examples use the built-in sample workshop with made-up customers.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Browse workflows
Booking → job
Check-in creates the job with no retyping.
Inspection → quote
Findings and photos become quote lines.
Approval → purchase order
Reserve stock, draft POs for shortfalls.
Supplier bill → job cost
Read, match and cost automatically.
Quote follow-up
Chasers that stop when the customer replies.
Service retention
Reminders and win-back from real history.
Why handoffs matter
Most admin time is lost between steps, not inside them: retyping a booking onto a job card, turning notes into a quote, a parts list into an order, or a bill into a job cost. Each workflow here removes one of those handoffs. Together they make the connected flow from booking to follow-up.
Questions
Are these real screens?
Yes. Screens come from the built-in sample workshop, which uses made-up customers.