How the business is doing, who is working, and how to read it. Dashboard tiles, profitability, productivity, timesheets, payroll, and bay utilisation.
The five tiles, three lists, and aging-bucket pills on /dashboard — your morning briefing, and what each number actually means.
Revenue, cost-of-goods, gross margin per job, and the AI margin narration. Which screens to live in and which numbers to trust.
Hours billed vs hours clocked per technician, effective rate, jobs per day, utilisation. The link back to time tracking on jobs.
The /timesheet screen, clock-in mechanics, manual entries, batch approval, and the difference between job time and shift time.
The HR module overview, staff records, pay rates, the Payroll screen, overtime rules, and how PitlaneHQ feeds into Xero, MYOB, or your payroll software of choice.
The per-bay report from Phase 53 — bookable hours, used hours, idle %, top tag, and revenue per bay. What counts as utilised and how to use it.
The /reports/aging screen — every unpaid invoice grouped by how late it is, ranked by customer, with a drill-down per invoice. The right call at the right bucket.
The /reports/time-variance screen — quoted hours against actual clocked hours for every completed job. Spotting the jobs (and the people, and the templates) that consistently overrun.
The HR module document libraries — Standard Operating Procedures, Material Safety Data Sheets, and a general HR file store. Where they live, what each is for, and the limits to know about.
Push approved technician hours to Xero Payroll (Australia) as draft timesheets, then run the pay run and lodge Single Touch Payroll inside Xero. What PitlaneHQ does, what it deliberately does not, and the connect → map → approve → export flow.
The /leave screen — request annual, personal, unpaid, or other leave, track balances (Xero live or manual), and approve or reject your team’s requests, with an optional push to Xero Payroll on approval.
Track your team’s licences and certifications and stay ahead of expiry — record certs per staff member, watch the workshop-wide /hr/certifications compliance overview, and read the Valid / Expiring / Expired status pills.