01
Quotes
Scan the licence disc to fill in the vehicle, 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
Everything Panel Beating Software Should Do
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.
Run the workshop
Keep the floor and the team on track
Beyond the paperwork, PanelDesk runs the workshop floor itself: production visibility, deadlines, and staff time.
01
Production Board & Target Dates
See every live job by production stage and who is working on it, define your own stages, and track promised dates on a schedule that flags jobs before deadlines slip.
02
Staff & Time
Staff clock in and out with NFC tags on a shared kiosk device, with timesheets by day, week, or month, automatic overtime flagging, and an attendance PDF for payroll.
Additional features
Everything else included in PanelDesk
Beyond the core pages, PanelDesk includes the operational controls and business foundations needed to run a professional panel beating 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.
- Scan the licence disc with your phone to fill in the registration, VIN, engine number, make, model and colour, and keep a photo of the disc.
- See the licence expiry date on each vehicle, with expired licences flagged.
- 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.
Install as an app (no app store)
- Install PanelDesk on your desktop or add it to your phone's home screen straight from the browser.
- Opens in its own window and feels like a native app, with no app store download.
- Always up to date: you get new versions automatically, with nothing to maintain.
Multiple companies and branches
- Run more than one company or branch under a single login.
- Each company keeps its own settings, branding, documents, and billing.
- Switch between companies from the sidebar without logging out.
WhatsApp message templates
- Reusable message templates for sending quotes and invoices over WhatsApp.
- Placeholders fill in customer, vehicle, and document details plus the secure link automatically.
- WhatsApp opens with the message pre-filled and ready to send, or copy it wherever you need it.
Custom customer fields
- Define your own customer fields, such as account numbers or fleet references, as text, number, or date fields.
- Choose per field whether it prints on quotes and invoices.
- Changes to fields and values are tracked for accountability.
Email copies and alerts
- Automatically CC or BCC a shared inbox on customer emails, per document type.
- Optionally copy the staff member who sent the document.
- Send operational alerts to up to 5 staff recipients.
Data import and export
- Import your Sage Pastel customer list free from a CSV export when you switch.
- TMS archive imports bring your original quote, invoice, parts order, and attachment PDFs across, stored safely and viewable inside PanelDesk.
- Export your records, photos, and documents as a ZIP any time. Your data stays yours.
Creditors and supplier bills
- Track suppliers and creditor bills alongside your workshop admin.
- Keep amounts owed visible instead of buried in a separate spreadsheet.
Integrations
Optional integrations
BAMS, Lightstone Auto, Audatex, and AutoMX are available where enabled, and Sage Accounting sync is available for South African workshops. QuickBooks is in development.
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
Available- Connect your Audatex account and view your assessments inside PanelDesk.
- Import an assessment straight into a PanelDesk quote.
- Available as an optional add-on — talk to us about enabling it.
AutoMX
Available- Send active and completed repair data, including write-offs, into AutoMX Connect.
- Supports OEM submission and reporting workflows where enabled.
- Available for workshops using the integration in their workflow.
Sage Accounting
Available- Sync quotes and invoices from PanelDesk into Sage Accounting for South African workshops.
- Connect your Sage account from Settings; documents and payments stay matched on both sides.
- Sage Business Cloud Accounting sync is also available for workshops in the United Kingdom, Ireland, and Canada.
QuickBooks
In development- Sync quotes and invoices from PanelDesk into QuickBooks once available.
- Currently in development 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.
PanelDesk includes quoting, job cards, final costing, invoicing, customer portals, a production board with target dates, staff clock-in and timesheets, PDFs, clearance signing, CRM, roles and permissions, business settings, data import and export, and reporting in one connected workflow.
Yes. Staff clock in and out with NFC tags on a shared kiosk device, with timesheets and an attendance PDF for payroll, and the production board shows every live job by stage and who is working on it, with target dates on a schedule that flags overdue jobs.
Yes. PanelDesk supports insurance-related workflows including split amounts and excess handling through final costing and invoicing.
Yes. Customers can view quotes and invoices through secure links, and they can accept or decline quotes online.
Yes. PanelDesk shows outbound email statuses including delivered, bounced, failed, and delayed so your team can see exactly what happened.
BAMS, Lightstone Auto, Audatex, and AutoMX integrations are available where enabled, and Sage Accounting sync for quotes and invoices is available for South African workshops. QuickBooks is in development. Sage Business Cloud Accounting sync is also available for workshops in the United Kingdom, Ireland, and Canada.
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.