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Automotive Service Intelligence | Shop Dashboard

Synthetic pilot sign-in

Ezer Shop Home

Demo Auto Shop · Fictional data · Read-only preview

Search the fictional directory by name, phone, vehicle, plate, or VIN.

Existing Customer opens the fictional customer directory.

Customer Directory Preview

Demo data. Select a customer to view their vehicles.

New Visit Preview

Fictional details only. Saving is disabled.

Review Visit lists each service estimate and the combined total.

New Customer Preview

Use fictional details only. Review stays in this open preview. Saving is disabled.

Review Existing Customers

Your entered details are kept in the form underneath. Confirm identity and authorization before choosing a customer.

Shop Overview

Deferred services, follow-ups, and customer care
Waiting for spreadsheet connection...

Financial Summary Preview

Monthly Owner Report

50N test copy · Saved test vehicle only

Fictional shop financial overview. Estimated work and actual invoice revenue are tracked separately.

Outstanding Estimated Value
—
Estimated value of deferred work
Outstanding Services
—
Services awaiting resolution
Follow-Ups Due
—
Follow-up rows requiring review
Verified Follow-Up Revenue
—
Requires verified invoice and follow-up records

Financial Record Categories

A dash means records are unavailable in this preview.

Original deferred estimates
Original quoted prices and dates, including work later completed
—
Completed deferred work
Work confirmed complete, with its original estimate retained
—
Actual invoiced revenue
Invoice amounts for completed deferred work
—
Verified follow-up revenue
Invoice amounts supported by qualifying Ezer follow-up history
—

Outstanding estimates remain visible above. Completed work requires invoice evidence before it contributes to verified follow-up revenue. Completion alone does not establish Ezer attribution.

Saved Visit Test

Fictional records from the 50N test copy.

Remove Vehicle Preview

Vehicle removal is disabled in this preview. The planned action removes the vehicle from active selection and retains its visit and invoice history.

Invoice Entry Preview

Fictional data only. Review does not update financial totals. Saving is disabled.

Enter the invoice amount for this repair. An invoice may also include other work.

Fictional Invoice Example

Demo invoices. Totals cover this example.

Service Opportunities

Customers with outstanding work—
Visits with outstanding work—
Total estimated value—
Data quality warnings—

Customer Safety & Follow-Up

Unreviewed safety alertsNot yet tracked
Follow-up rows due—
Safety prioritySeparate from revenue
Employee review workflowPlanned

Follow-Up Review Queue

Visits with outstanding deferred services that are due for follow-up or require manual review. Manual-review records appear first. No action is taken automatically.

Loading follow-up review queue...

Visits displayed—
Outstanding services displayed—
Estimated outstanding value in displayed queue—

Manual Review

Review the reason this visit needs attention.

Review required
Read-only preview. No correction, save, email, or history entry can be created here. A verified correction workflow and audit history will be added in later steps.

Outstanding Service Opportunities

Confirm the customer ID, contact information, and vehicle details with the person at the counter. A matching name alone does not establish identity or vehicle authorization.

Find customers by name, customer ID, visit ID, vehicle, or deferred service. Results remain grouped by customer.

Filters affect the customer list only; dashboard totals remain unchanged.

Loading customer opportunities...

Development dashboard — read-only. This interface displays information from the integration-test spreadsheet. Safety assessments must originate from authorized shop personnel. Outstanding estimates are not recovered revenue. Only currently deferred services appear below. Follow-up status indicators and filters are read-only and require employee review; they never authorize sending. Follow-up filters select customers with at least one matching visit, but do not hide their other visits or change totals. The review queue includes only visits with outstanding deferred services; it is not a complete tracking audit. View services in the queue expands read-only information; it never changes the follow-up status or sends an email. Follow-up due dates and days overdue come from the read-only snapshot, not from the browser clock; manual-review records may have no confirmed due date. The queue-only filter and queue search change visible priority visits, service counts, and their displayed estimated value, not overall metrics, customer filters, follow-up status, or spreadsheet data. Expand all and Collapse all affect only service details for currently visible queue visits; they never alter records. Reset queue view restores the full priority list with collapsed details without changing customer filters or underlying data. The displayed queue estimate is outstanding quoted work, not verified recovered revenue. Step 50H-1 adds a read-only in-app manual-review window; its fictional mismatch details are demonstration data, not a real spreadsheet error. Real-record diagnostics require a separate read-only backend enhancement before exact conflicting values can be shown. Employee editing, shop access controls, and correction history are not yet enabled. Use the test grouping button only for fictional preview data; Refresh Dashboard returns to spreadsheet data.

Follow-up Settings

Timing is measured from the original visit and applies to new visits only.

First follow-up
Second follow-up

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