Setup and Customisation
- Setting up your workshop
- Customising invoices
- Customising workshop emails and communication templates
- Saved Texts
- Notifications
- Service item attributes
Users And Employees
Customers And Vehicles
TimeSheets
Inventory And Suppliers
- Adding New Stock Items, Stock Alerts, And Reordering Items
- Setting And Using Pricing Levels
- Stock sales, purchase history and change logs
- Performing Stocktakes
- Creating and Sending Purchase Orders
- Kits
Jobs And Bookings
- Creating Job Types
- Creating a Job or Booking
- Working on a Job
- Finishing a Job And Finalising Invoices
- Additional Job Functions: Quotes, Purchase Orders, Bills, and COGS
- Creating a Job Follow Up