Ordered
Bring supplier stock into the system.
Record the supplier invoice, line items, and whether the stock is on the shelf or still on the way.
Movement record
Type: Stock received
What needs attention in your shop?
Workshop software. One plan from $20/month.
See jobs, stock, labour, invoices, and customer updates from one workshop view.
How a job moves through OMS
Create the job record before parts are reserved or invoiced.
How it helps your shop
Know what needs attention before it slows the day down.
Open jobs, stock alerts, customers, quick actions, and financial visibility sit where the owner can see them.
Owner dashboard
Live KPI counts, quick actions, and open jobs
OMS workshop view
The job, the shelf, the invoice, and the customer update in one place.
Kanban and list views
Track jobs by stage.
Kanban and list views show stage, mechanic, priority, and due date on each job.
Shelf, reserved, incoming
Keep parts on the job.
Shelf, reserved, and incoming stock stay visible before the job is invoiced.
Items tab on the job
Log labour before invoicing.
Flat rate or hourly labour stays on the job before you generate the invoice.
Financials tab
Invoice from the job.
After parts, labour, and custom costs are on the job, create the invoice from the Financials tab.
Invite from customer record
Give customers status online.
Invited customers see their jobs, vehicles, and job updates online.
Parts traced on every job
Jobs move on the board
Invoices ready to send
Parts and stock
Know where every part went.
OMS records what was ordered, received, reserved, issued, and adjusted so the shelf and the job stay aligned.
In transit
See what has not arrived yet.
Incoming stock stays visible, so the team knows what is on the way before promising the job.
Movement record
In transit, then reserved
Reserved
Tie the part to the job.
Reserved quantity comes off available stock and stays connected to the repair record.
Movement record
Type: Stock job reserved
Installed
Issue the part when it is used.
When a part goes onto the vehicle, OMS records the movement with the job reference.
Movement record
Type: Job issued
Returned
Keep returns and adjustments on record.
Returns and manual adjustments show before and after quantities, so the trail stays clear.
Movement record
Type: Stock adjustment
Customers check status
Portal shows jobs, vehicles, and job updates.
Owners see margin
Costs stay role protected.
Before and after
Less chasing. Cleaner jobs.
Replace side notes, spreadsheets, and rebuilt invoices with one job record the team can follow.
Typical drift
The job is scattered.
- Updates live in texts, whiteboards, and spreadsheets.
- Reserved parts on the shelf are not always tied to the job record.
- Invoicing happens after someone rebuilds what was on the job.
With OMS
The job stays in OMS.
- Jobs use Kanban or list views with custom stages, mechanics, and notes.
- Parts are added on the job Items tab and tracked in Inventory and Movements.
- Generate Invoice from the job Financials tab after parts and labour are recorded.
Workshops using OMS
Workshops using Organise My Site include Perth Truck Transmission Services and United Truck Parts.
Workshops using OMS
See OMS in your workflow
See what OMS can do for your workshop.
Start the trial or book a walkthrough of jobs, stock, labour, invoicing, and the customer portal.