A function of your portal, in full
Every tuner sees the work, and only as much of the shop as you decide
Your team is the people who sign in to your portal to work: you, your administrators and your technicians. One page lists every account, and one section of settings decides what a technician can see and do, so a second pair of hands can tune files without being handed the customer list, the prices and the invoices.
A tuning business grows one tuner at a time: a friend who helps in the evenings, a specialist paid by the file, a trainee, then a second shift. Each of them needs to open a job, read what the customer asked for, talk in the job's chat and deliver the file. None of them needs the email and phone of every customer you have, and not all of them should move money.
Two screens hold this. Users is the list of every person on the portal, customers and staff alike: who waits for approval, who is suspended, who holds credit, with one box that finds anyone and the actions on the row. Technicians, under Settings, is six rules for the accounts with the technician role: whether they have a workstation and earn commissions, whether they see only the jobs given to them, whether customers are hidden from them and what stands in the name's place, whether any technician may cover any job, and whether they may give credits back.
The rules only ever narrow or widen what a technician reaches. The owner and the administrators keep the whole portal whatever is switched on, and price, assignment and deletion on a job stay with them in every case.
A shop's day without it
Without it, a new tuner gets the shop's one shared login, or a full account, because that is all there is. On the first afternoon they can open the invoices, the user list and the file library; nobody meant them to. When they leave, the names and numbers of every customer they delivered to leave with them. Meanwhile two tuners work from one view of every job, ask each other on WhatsApp who has which car, and are paid from memory at the end of the month.
A new tuner, from their own account to their first job.
What you do once, the day somebody joins, so that they can work the same afternoon and see no more of the shop than you meant.
- An account of their ownWith the technician role, set from more on the person's row on Users. Nobody shares a login.
- The workstation, before the first jobSwitch on Technician workstation and commissions, so the tuner has their jobs on the dashboard and every job they complete is on their ledger from the start.
- How much they seeCustomers stay hidden, as a portal comes. For an outside tuner or a trainee, switch on Technicians see only their jobs.
- A job is given to themAssigning stays with you and the operations team. For a technician who sees only their jobs, a job nobody assigned does not exist.
- They do the workThey read what the customer asked for, talk in the job's chat and deliver the file, without an email or a phone number to take away.
- When they leaveSuspend the account on Users. Their jobs, files and history stay where they are.
One job, and what each rule lets a technician do with it.
A request comes in. Six rules decide who on the team can open it, what they read where the customer's name would be, and who may give the credits back.
- Whose job is it?With Technicians see only their jobs on, only the tuner whose name is on it can open it. Off, their view is not limited to their own jobs.
- Who covers?With Any technician covers any job on, whoever is on shift can reply and deliver. A technician who delivers on somebody else's job is noted as having taken it over.
- Who is the customer?To a technician: the car on the job, a customer number or the customer's initials, as you chose. The owner and the administrators always see the real name.
- What stays shutPrice, assigning and deleting stay with you and the operations team under every rule.
- Who refunds?The office, unless Technicians may refund credits is on, and then only on jobs that technician may act on. A technician who sees only their jobs never can.
- Who earns?The tuner who completes it, at the house rate or the one on their own row, as one line on their ledger.
The rules never limit the owner or the administrators, who keep the whole portal whatever is switched on.
Customers hidden
The same queue, as a technician reads it.
The work is all there: the car, what was asked, the chat. The person who buys the file is not. Where you see a name, a technician sees the label you chose, on the job list, the job page, in the chat and in notices.
- BBMW 335d 3.0Stage 1, read uploaded4 min
- VVolkswagen Golf 2.0 TDIThe customer wrote in the job's chat20 min
- CCustomer 1183The request names no car1 h
- FFord Transit 2.2 TDCiDelivered3 h
- No name, email, phone, company or addressOn any page, for every account with the technician role. It is on from the day a portal starts.
- The label you choseThe car on the job, a customer number that is the same on every job of that customer, or the customer's initials. A job that names no car shows the number.
- Notices are rewritten tooA notice about a job carries the label, so a line written earlier does not leak a name.
- The chat still worksThe technician talks to the customer in the job's chat under that label and delivers as before, with no way to reach the customer outside the portal.
What you find on it
Users
Users, in the portal's menu. It is the list of every customer and every member of staff, newest first, each on one row: name and email, company, role, pricing tier, credit balance and when they last sent a job. A chip on the name says what needs attention: awaiting approval, suspended, access switched off. The owner and administrators work here; a tuner is not on this page.
- At a glance
- The heading counts your customers and how many sent a job in the last thirty days. The tiles under it count who waits for approval, who is new, who sent a job, the credit customers hold in total and who is suspended. Press a tile and the list narrows to those people. Where the portal limits the seats on the panel, the page says how many are taken.
- Find anyone
- One box, searched across every page of the list: a name, an email, a company, a VAT number, a phone number or an account number. A phone number is matched by its digits, so spaces, a plus or a dash do not matter.
- Customers or staff
- Pills that narrow the list to everyone, only customers, only staff, those awaiting approval or those suspended. Choose staff and the page is your team: every administrator and technician, with the role on the row. The list as filtered can be saved as a spreadsheet with Export CSV.
- Each person
- The actions sit on the row: approve or reject a registration, suspend or restore, pick a pricing tier, adjust credit with a reason. Under more, open the profile, edit the details or change the role. The profile holds the rest, the two-step sign-in controls included. Only an administrator may suspend another member of staff, and the last active administrator cannot be suspended.
Technicians
Settings → Tuners and staff → Technicians. Six rules for every account with the technician role: the workstation and commissions, a view limited to their own jobs, customers hidden and the label that replaces the name, cover for any job by whoever is on shift, and the right to refund credits. They never limit the owner or the administrators.
How it works
- Open Users and press the staff pill to see who is on the team today and which role each account has.
- Give the new tuner an account of their own, with the technician role; change a role from more on the person's row. Nobody shares a login.
- Open Settings, then Tuners and staff, then Technicians. Switch on Technician workstation and commissions before the tuner's first job, so every job they complete is on their ledger from the start.
- Decide how much of the shop a technician sees. Leave customers hidden and choose what stands for the name: the car, a number or the initials. For an outside tuner or a trainee, switch on Technicians see only their jobs.
- Decide how the team covers for each other. In a shop that works in shifts, let any technician cover any job; where jobs are personal, leave it off.
- Decide who gives credits back. Leave refunds with the office unless your technicians are trusted to settle their own mistakes.
- When somebody leaves, find them on Users and suspend the account. Their jobs, files and history stay where they are.
Who it is for
- The ownerDecides who is on the team and how much each technician sees, and keeps price, assignment, deletion and the customer list in every case.
- Your teamAn administrator finds any account when a customer rings, changes a role, suspends a person, and can always refund.
- Your tunersOpens a workstation with the jobs that carry their name, talks to the customer in the job's chat, delivers, and sees their own earnings.
- Your customersIs answered by the shop, whichever tuner is on shift, and their name, email and phone stay with the office.
Every setting, explained
Technicians
6 settingsSettings → Tuners and staff → Technicians. Six rules for every account with the technician role: the workstation and commissions, a view limited to their own jobs, customers hidden and the label that replaces the name, cover for any job by whoever is on shift, and the right to refund credits. They never limit the owner or the administrators.
Technicians see the customer as
What a technician reads where the customer's name would be: on the job list, the job page, in the chat and in notices. The owner and the administrators always see the real name. It matters only while customers are hidden from technicians or technicians see only their jobs.
- The car on the job Make, model and engine as the request names them; the customer number when the job names no car.
- A customer number The same number on every job of that customer, and nothing else.
- The customer's initials The first letters of the customer's name; the number when there is no name.
Hide customers from technicians
No account with the technician role sees who buys a file: not the name, the email, the phone, the company or the address, on any page. Notices about a job are rewritten the same way, so a line written earlier does not leak a name. The work is untouched: the technician reads your replies, talks to the customer in the job's chat under the label you chose, and delivers as before, with no email or phone to reach the customer outside the portal. It is always on for a technician who sees only their jobs.
Technicians see only their jobs
A technician opens only the jobs with their name on them and the pages that work goes through: the job and its chat, revisions and downloads, the fault-code editor, their own notices, earnings, payouts and profile. Everything else is closed: users, the file library, the tool register, settings, invoices and reports. On the job itself they see no price and cannot refund, assign, delete or send it to the network. Customers are hidden from them whatever the other switch says, and a page added to the portal later stays closed to them until it is opened on purpose. An open job, or somebody else's, does not exist for them, so jobs must be assigned.
Technician workstation and commissions
Gives every technician a workstation on the dashboard: the jobs given to them, with the tiles that belong to them. Each job they complete writes a commission to their ledger, at the house rate or the one set on their own row, and the Commissions and Payouts pages appear in your menu to read and settle them. Commissions are money in your currency: a job's credits are turned into currency at your credit price and the share is taken from that. While it is off, nothing is recorded and no workstation shows. Customers' pages are the same either way.
Technicians may refund credits
Lets an account with the technician role give a job's credits back to the customer from the job page, the way you would. It covers only jobs the technician may act on: their own, or any job where any technician covers any job. It does not open the price. You and the operations team can always refund, and a technician who sees only their jobs never can, whatever this says.
Any technician covers any job
Whoever is on shift can reply and deliver on every request, not only the jobs given to them: the chat, the revisions, the file tools and the delivery. Their messages are filed as the shop's, and a technician who delivers on a job that was somebody else's is noted as having taken it over. Technicians are then told of new jobs, since any of them may pick one up. Price, assigning and deleting stay with you and the operations team, and so does the refund unless its own switch opens it. A technician who sees only their jobs is not widened by it.
How shops use it
An outside specialist who sees the file and nothing else
A shop that sends its gearbox work to a freelance tuner
The owner gives the specialist a technician account and switches on Technicians see only their jobs. Each gearbox job is assigned to him and appears on his workstation under the car's make, model and engine. He talks to the customer in the job's chat, delivers, and reads what he has earned. The library, the invoices, the prices and the customers' details are closed to him.
The shop gains a skill it did not have without handing over its customer list or its files.
Two shifts and one customer who writes late
A file service with a morning tuner and an evening tuner
Jobs given to the morning tuner used to wait for the morning. The owner lets any technician cover any job. The evening tuner now answers and delivers on whatever comes in, the portal notes that he took the job over, and the customer reads every reply as coming from the shop.
No job waits for a person who has gone home, and the owner can still see who did what.
The second tuner, paid without a spreadsheet
A one-person shop taking on its first employee
Before the new tuner's first job, the owner switches on the workstation and commissions. The tuner opens his own dashboard with his own jobs; each one he completes writes a commission to his ledger. At the end of the month the owner opens Commissions and Payouts and settles what the ledger says.
Each tuner sees their own work, and pay is read from a record, not remembered.
A tuner leaves on a Friday
A shop of four whose senior tuner is moving on
Customers were hidden from technicians from the start, so he knew his jobs by the car. On his last day an administrator finds him on Users under the staff pill and suspends the account. He can no longer sign in; his jobs, messages and deliveries stay on the portal for whoever picks them up.
The work stays, the access ends the same day, and no customer details walked out.
Where it helps, and its limits
Where it helps most
- When a second person starts tuning files for you and one shared view of every job no longer works.
- When you use outside tuners, trainees or anyone on trial, who should see the file and nothing else.
- When you worry about a tuner leaving with your customers' names and numbers.
- When the shop works in shifts and a job must not wait for the person whose name is on it.
- When technicians are paid by the job and you want the commission recorded as each job is completed.
What it does not do
- The technician rules apply to the technician role as a whole. They are not set differently for each person; the commission rate is the one thing a technician's own row can change.
- A technician limited to their own jobs cannot take open jobs: somebody has to assign each one.
- The car on the job is what the request itself says. It hides who the customer is, not what they drive.
- Users shows the shop's own people. The people on your dealers' portals are on the network pages.
Which package
- Users
- In every plan, Start included.
- Technicians
- From Pro, €60 a month.
Prices in euros, a month, before tax, billed on the 1st. Every price ›
Questions shops ask
- Can a tuner work on files without seeing my customers?
- Yes, and a new portal starts that way. Technicians see the car on the job, a customer number or the initials in place of the name, and never the email, phone, company or address.
- Can the technician still talk to the customer?
- Yes, in the job's chat on the portal, where the customer appears under the label you chose. The technician has no email or phone to reach them outside it.
- Do these rules limit administrators or the owner?
- Never. They apply to accounts with the technician role. The owner and the administrators keep the whole portal and always see the real names.
- Can a technician change the price of a job?
- No. Price, assignment and deletion are closed to technicians whatever is switched on. The refund is closed too, unless you open it with its own switch.
- Does letting any technician cover any job replace assigning jobs?
- No. Jobs still carry a name; the switch lets the others step in on them. The portal notes who delivered on a job that was not theirs.
- Are commissions counted in money or in credits?
- In money, in your currency. A job's credits are turned into currency at your credit price, and the technician's share is taken from that.
- What happens to a tuner's jobs when I suspend the account?
- The person cannot sign in until you restore them. Their jobs, files and history stay where they are.
- Which package do I need?
- The Users page comes with every package. The technician rules, the workstation and commissions come with Pro and above.
Every function of the portal, each on its own page. All functions
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You can change your portal's address from your account at any time, or add another to the same portal, free. More are coming: tunerengine.co.uk, tunerengine.uk and tunerengine.info, then new short ones made for portals.