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User Manual / Work Orders
Chapter 7

Work Orders

Create professional installation work orders, attach the hardware you're using, collect a digital customer signature, and export a PDF — all from within Tuning Labs.

All Tiers ~12 min read
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What a Work Order Does

A work order documents a complete installation job:

Work orders list

The Work Orders list — all open and completed work orders, sortable by date, customer, or status.

Creating a Work Order

1
From the Hub, click "New Work Order" — or from the Work Orders page, click the + New button.
2
Select the vehicle profile this WO is for. Customer name, vehicle info, and DSP model will auto-fill from the profile.
3
Fill in the job description — a plain-language description of the installation work. This appears on the PDF.
4
Add labor line items — each line has a description, hours, and rate. Totals calculate automatically.
5
Add hardware from the product catalog (see below).
6
Click Save. The work order gets a WO number (e.g., WO-2026-0047) and appears in your WO list.

Attaching Hardware

The hardware section of a work order is directly connected to the 19,000-product library. You're attaching real, named products — not free-text notes.

1
In the Hardware section of the WO, click "Add Product".
2
Search by product name, brand, or SKU. Results come from the full library in real time.
3
Click a result to add it. Set the quantity and sale price (MSRP is pre-filled as a reference).
4
Repeat for each product. The hardware total updates in the WO summary.
New work order form

Creating a new work order — vehicle info auto-fills from the profile, hardware search is inline.

Hardware search in work order

Searching the hardware library from within a work order — type a brand or product name and results appear instantly.

Digital Customer Signature

Once the work is complete, collect the customer's signature directly on your tablet or laptop screen.

1
Open the work order and scroll to the Signature section at the bottom.
2
Hand the device to the customer. They sign with a finger (touchscreen) or mouse. A timestamp is recorded automatically.
3
Click Accept Signature. The signature is locked and saved to the work order.
💡 Signature is tamper-evident. Once a signature is saved, the work order content is locked. Any edits after signing require the signature to be cleared and re-captured.

Exporting to PDF

Every work order can be exported as a professional PDF — formatted with your shop branding, the full hardware list, labor breakdown, total, and the customer signature.

1
Open any work order.
2
Click "Export PDF" in the top-right corner.
3
The PDF downloads to your computer. It includes: WO number, date, customer info, vehicle, all labor lines, all hardware with pricing, total, and the digital signature.

Work Order Status

StatusMeaning
🟡 DraftCreated but not yet signed or finalized
🔵 In ProgressWork is actively being done
✅ CompleteSigned and finalized — locked from edits
📁 ArchivedClosed out — no longer shows in active list

AI Work Order Summary

The AI Advisor's Work Order Summary mode can generate a professional customer-facing summary from your work order data. It translates technical installation notes into plain language your customer can understand.

To use it: open a work order → click AI Summary → the AI generates a paragraph explaining what was done, why, and what to expect. You can copy it into the job description or include it in a follow-up email.

Next: Chapter 8 — Hardware Library

Search 19,000+ products, run the wiring calculator, and import your inventory.

Go to Chapter 8 →
← Auto-Tune Next: Hardware Library →