Help · Maintenance and service intervals · Updated: November 2026

Workshop sessions: planning a workshop day

A workshop session bundles work on several bikes, for one day or over several weeks. You tick off what you get done. On completion Velopit writes the linked services to the service book.

What it is for

The Workshop shows what is due. A workshop session shows what you want to get done together: wax three chains, plus the brake pads on the road bike that would be due in 80 km. It is a planning layer above the workshop. Your service intervals stay as they are.

Creating a session

  1. Open Workshop sessions. You find them via Sessions in the Workshop, at the top above the bike filter.
  2. Tap Plan a workshop session, on your phone the plus at the bottom right. Enter a title and pick a date, for example Weekend. A date is optional. On your phone you can also start right from the Workshop: plus at the bottom right, then Plan session.
  3. In the empty session you choose under What do you want to start with? how to fill it: Take over due services, Add task, Apply a checklist or Swap component. Consumables and notes join once the first task is in.

Adding tasks

Add opens the Add to session sheet with four tabs.

  • Task: A free check item like Inspect the frame. It does not go to the service book.
  • Intervals: Your real services on fitted components, filtered by bike and component. Due and upcoming ones come first, then Same work on other bikes. That is how you pull forward work that would only be due in a few weeks. Parts in stock are serviced from the inventory.
  • Checklists: Your own lists first, then the Velopit checklists spring check, race prep, tour check, mud check and winter check. Pick the bikes. If a bike already has a matching service, Velopit links the item to it. No second service is created. The arrow on a list shows its items before you take it over. You create your own lists under Checklists.
  • Swap: Fit a spare part from stock, see the next section.

Below a task Velopit suggests the same work on your other bikes, for example Wax the chain on the Grail too. Tapping Add takes it over, Hide removes the remaining suggestions for this session.

Swapping spare parts from stock

In the Swap tab you pick the bike, search the fitted component in the search field and then choose what goes in. Components with a matching part in stock come first and carry the hint 1 in stock. From stock lists the matching parts from your Inventory, that is parts of the same type sitting in stock. Not here yet plans the swap without a part and, if you like, puts it on the shopping list with one tap. Finally you decide whether the old part goes To stock or you want to Archive it.

The task is then called for example Swap: Chain and shows the spare part. If it is still missing, the row says Replacement still missing. Once a matching part sits in stock, for example after Purchased on the shopping list, Matching part in stock appears below the task with the link Link. One tap takes the part over, with several the picker Spare parts in stock opens. Edit swap in the row menu still works.

On completion a ticked swap is documented exactly like via Log a service: the stock part is fitted, the old part goes to stock or archive, and the service book gets a Replacement entry with the session title. A swap without a spare part stays open. Revert documentation reverts the swap as well.

Am I ready to go?

Once material or spare parts are planned, the session card, the tile in the workshop and the session itself report when something is missing, for example 1 spare part missing, wax low. When nothing is missing, nothing is shown. A part in stock that a session needs carries the hint Planned with the session name in the inventory.

Planning consumables

Below the tasks sits the Consumables section. Tap Add material to plan consumables from your stock, such as wax or sealant. At the top under Matching this session Velopit suggests what fits the services in the session, for example your chain wax when the chain is due for waxing. Below that is your whole stock by category. You then set the quantity right in the row: with minus and plus in sensible steps, or tap the value and enter it freely. Without an entry the quantity stays open.

Each row shows the current stock. If it is low or empty, Add to shopping list puts the item on the shopping list with one tap. Planning changes nothing about the stock.

Notes

Below the consumables sits the Notes section. Tap Note, the text field appears right in the card, and write down what you need for the workshop day: preparation, torque values, part numbers or links to manuals and videos. Line breaks are kept, links become clickable and open in a new tab. After completion the note stays visible in the session, Plan again takes it along.

Ticking off and completing

A tick only changes the session. The session card shows the state as its headline: Not started, In progress or Ready to complete, with the number of completed tasks below. You can complete from the first tick on, open tasks then simply stay open. Nothing is booked until you tap Complete session and confirm with Document. Before that, the sheet shows which services go to the service book, which free tasks are done and which services stay open. On completion each bike gets one service entry in the service book with the session title as its note, plus a Replacement entry for a swap. Velopit takes over the mileage like for any service. The date is Today; with Change you pick Yesterday or a day in the calendar, never one in the future. The service book entries carry this date, Completed on the day of completion.

If you planned material, the sheet shows the Consumables step: one quantity field per item, prefilled with the planned quantity. Enter what you really used, 0 deducts nothing. Velopit deducts the quantity from the stock and shows you beforehand how much is left afterwards. If an item reaches its safety stock, the completed session shows a hint with Add to shopping list. Undo and Revert documentation book the quantities back.

While a session is planned, the menu offers Edit, Duplicate and Delete. Delete only removes the task list, nothing changes on your services. Completed sessions stay under Done. From the menu you can Plan again or Revert documentation, after which the session is planned again. You can also Delete a completed session: service book entries and deducted material stay, reverting is no longer possible afterwards. When duplicating or planning again, all tasks are kept, without ticks and without a date. If you have archived or deleted a component since, or removed its interval, the task shows the reason, for example Component archived, and does not reach the service book; when duplicating it becomes a free task. The same applies to a swap whose old part is no longer fitted. Share as template passes a session on as a public recipe, see Sharing a workshop session as a template (in the Velopit wiki, after signing in).

Tip: By component groups all chains, all brakes and all tyres of the session. That way you work through one job across all bikes instead of bike by bike.