What is included in PanelDesk?

PanelDesk includes quoting, job cards, final costing, invoicing, customer portals, PDFs, clearance signing, CRM, roles and permissions, business settings, and reporting in one connected workflow.

Can I use PanelDesk for insurance work?

Yes. PanelDesk supports insurance-related workflows including split amounts and excess handling through final costing and invoicing.

Can customers accept quotes and view invoices online?

Yes. Customers can view quotes and invoices through secure links, and they can accept or decline quotes online.

Can I track whether customer emails were delivered or bounced?

Yes. PanelDesk shows outbound email statuses including delivered, bounced, failed, and delayed so your team can see exactly what happened.

Are BAMS, Lightstone Auto, and Audatex integrations available now?

BAMS and Lightstone Auto integrations are available where enabled. Audatex is still in progress and not generally available yet.

Features Hub

All PanelDesk Features

Name: PanelDesk Features
Brand: PanelDesk
Price: 950 ZAR

Explore PanelDesk end to end, from quoting to job cards, final costing, invoicing, and customer-facing portals.

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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.

Quotes

Create professional quotes fast, send a secure customer link, track when it is viewed, and let customers accept or decline online.

View Quotes feature

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.

View Job Cards feature

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.

View Final Costing feature

Invoice Management

Create invoices from job cards or standalone, track invoice status and customer views, record payments, and generate branded invoice PDFs.

View Invoicing feature

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.

View Customer Portal feature

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.
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