01
Quotes
Create professional quotes fast, email them with saved supporting files, share a secure customer link, track when the quote is viewed, and let customers accept or decline online.
Features Hub
All PanelDesk Features
Explore PanelDesk end to end, from quoting to job cards, final costing, invoicing, and customer-facing portals.
Core workflow features
Explore the dedicated workflow pages
These are the main stages of how PanelDesk runs workshop operations from first quote to final billing.
View Quotes feature
02
Job Cards
Convert accepted quotes into job cards and manage the full repair job with statuses, line items, extras, checklists, parts, documents, and an audit trail.
03
Final Costing
Finalise costing with labour, parts, and extras breakdowns, insurance versus customer splits, excess handling, approvals and sign-off, warranties and guarantees, and a final costing PDF.
04
Invoice Management
Create invoices from job cards or standalone, attach saved supporting paperwork when emailing customers, track invoice status and customer views, record payments, and generate branded invoice PDFs.
05
Public Customer Portal
Give customers branded token-secure links to view quotes and invoices online, download PDFs, complete approvals, and handle clearance signing when required.
Additional features
Everything else included in PanelDesk
Beyond the core pages, PanelDesk includes the operational controls and business foundations needed to run a professional workshop.
End-to-end repair workflow
- Quote to job card to work-in-progress to final costing to invoice.
- Everything stays linked so you do not retype data or lose context.
Work-in-progress documentation
- Generate Work-in-Progress PDFs for jobs.
- Keep job status and documentation consistent across the team.
Digital clearance signing
- Send clearance links to customers.
- Customers can sign digitally or upload a signed PDF.
- Capture timestamps for reliable record-keeping.
- Generate a clearance PDF after completion.
Customer and vehicle CRM
- Store customer profiles and vehicle records.
- View quote and invoice history per customer and per vehicle.
- Support personal and business customer types.
Insurance ecosystem support
- Manage insurance companies.
- Manage assessors for insurer-related workflows.
- Support insurer and customer split processes through final costing and invoicing.
Team and permissions (RBAC)
- Role-based access control with granular permissions.
- Role templates plus custom company roles.
- Invite team members, change roles, and remove access.
- Permission-gated actions so the owner stays in control.
Business settings hub
- Company profile and workshop details.
- Branding and templates for consistent PDFs and customer-facing docs.
- Quote and invoice defaults.
- Display preferences and notification settings.
- Email templates for workflow-driven messaging.
Email deliverability and proactive alerts
- Track every outbound customer email with clear status visibility: sent, delivered, bounced, failed, or delayed.
- Remove follow-up guesswork by seeing exactly what happened to each message.
- Get immediate alerts when an email bounces, fails, or is delayed.
- PanelDesk is alerted at the same time so support can investigate quickly.
Subscription billing (Paystack)
- Paystack-powered plans and subscription management.
- Card management controls.
- Cancellation and reactivation support.
- Subscription syncing to keep billing state accurate.
Owner and admin onboarding
- Guided onboarding for company setup.
- Configure rates, branding, and defaults quickly.
- Built to help new workshops get to first win fast.
Dashboard analytics
- Monthly KPI visibility for quoted, invoiced, paid, and outstanding values.
- Quote view-rate and conversion-rate tracking.
- Trend charting for ongoing performance visibility.
File storage and uploads
- Structured upload flows for job files and documents that stay linked to the repair.
- Reuse saved photos and supporting documents when emailing quotes or invoices from PanelDesk.
- Supports job card documents, checklists, logos, clearance assets, and signatures.
Security and access
- Protected staff access for authenticated internal areas.
- Token-validated public links for customers with no login requirement.
Integrations
Optional integrations
BAMS and Lightstone Auto are available where enabled, while Audatex remains in progress and not generally available yet.
BAMS
Available- Export relevant workflow data for BAMS submission processes.
- Supports OEM approval-related submission workflows where enabled.
- Available for workshops using the integration in their workflow.
Lightstone Auto
Available- Connect workshop workflow data with Lightstone Auto processes where enabled.
- Reduce manual recapture between systems during day-to-day operations.
- Available for workshops using the integration in their workflow.
Audatex
In progress- Support cleaner data handoff into Audatex-related workflows.
- Improve operational continuity between workshop process and estimating ecosystem tools.
- Currently in progress and not yet generally available.
Features FAQ
PanelDesk Feature Coverage FAQs
A quick overview of the most common questions about what is included in the full PanelDesk platform.
Want to see the full workflow in action?
Book a demo to see quote to job card to final costing to invoice in a single connected system.