Checklists and safety checks

A checklist keeps every job to the same steps, whoever is on the bench. Velobook ships with Basic service and Full service. Shops in the UK and Europe also get the two safety checks used there, the M-Check and the e-Bike M-Check.

Outside the UK and Europe the M-Check isn't a standard shops work to, so it isn't offered by default. If you already saved your own version of it, it stays. Checklists already attached to a service or a booking are copies, so they never change when a template does.

Attach a checklist to a service

Under Catalogue → Safety & checklists, attach a template to a service and it's on every booking for that service. If you run a network, your sub-shops inherit your templates until they save their own version.

Apply a checklist to a booking

1. 1Open the booking's job card and go to its Checklist tab.
2. 2Pick a template, for example Basic service for a tune-up or Full service for an overhaul.
3. 3Tick items off as the work progresses. The checklist stays on the booking, so anyone who picks the job up sees where it is at.

Edit the templates

Templates live under Catalogue → Safety & checklists. Start from a ready-made template and adjust the steps, or build your own. Bookings you apply the template to from then on use the updated steps.

Screening bikes before they book

The same page holds Pre-booking safety checks: what you ask customers before a booking is confirmed. Show the safety-check step adds a step to the booking flow, between picking a date and entering details. Most useful for mobile mechanics, where an unsupported e-bike is best caught before you drive out.

• Require the bike's make and model is on by default. Off, the field stays on the form but stops blocking the booking. Turn it off if your customers often don't know what they ride; forcing it collects junk answers.
• Ask the extra e-bike questions adds a motor system dropdown built from the e-bike systems you service and Systems and situations you don't service lists you keep here. Off, e-bike customers get the basic safety check only.
• Require the e-bike legal disclosure makes e-bike customers accept your road-legal rules before booking: power, assisted speed, and no illegal modifications. Your country's wording is used by default; type your own to replace it.
• When a customer picks an unsupported system: Warn only shows a heads-up but lets them book; Block the booking refuses it with an explanation, enforced on the server too.
• You can also ask for the approximate value of the bike, and offer a Bike types offered dropdown limited to the types you service.