register
1

Register with Workshop System

First, you have to register with us to obtain a username and a password in order to continue.
download
2

Download and Install Workshop System

Go to our Downloads tab and download the latest workshop system version. Click on the .exe file to install.
start
3

Start using Workshop System!

You can utilize this workshop system with the following functions to operate your business.

Registering a Workshop System Account

Workshop System Guide

1. Register an account by going to Workshop System > Login > Register

Workshop System Guide

2. Go to your email address to activate the account. Use the details to log into Workshop System.

Workshop System Guide

3. You will be directed to the page above.

Workshop System Guide

4. Go to 'Admin' on the left tab, click on 'Company Info'.

Workshop System Guide

5. You should see your 'Company ID', 'API Key' and 'Company' Code'.

Workshop System Guide

6. Click on the 'Branches' button to get your 'Branch ID'.

Downloading and Installing Workshop System

Workshop System Guide

7. Enter your details. Download and install
the latest Workshop System.

Workshop System Guide

8. Once done, click on the icon as shown above.

Workshop System Guide

9. Fill in the highlighted fields with details
(from Step 5 and 6) and click 'Save' .

Using Workshop Management System

Workshop System Guide

10. Click on the 'workshop' icon again and
login with your details.

Workshop System Guide

11. This is the interface of Workshop System.

Workshop System Guide

12. Go to 'Contacts' > 'New Contact' to add new customer details.

Workshop System Guide

13. After adding 'New Contact', go to 'Contact list' to view the full list.

Workshop System Guide

14. There is a 'Debtor Terms' feature as well.

Workshop System Guide

15. Go to 'CRM' > 'New Task' for incoming workshop jobs.

Workshop System Guide

16. Fill in the new incoming task details in required fields.

Workshop System Guide

17. Go to 'CRM' > 'Tasks List' to view all on-going tasks.

Workshop System Guide

18. Go to 'CRM' > 'New Service History' to update task statuses.

Workshop System Guide

19. Go to 'CRM' > 'Service History List' to view full list.

Workshop System Guide

20. Go to 'Receivables' > 'New Invoice' to issue invoice for customers.

Workshop System Guide

21. Go to 'Receivables' > 'Invoice List' to view recorded invoices.

Workshop System Guide

22. Go to 'Receivables' > 'New Receipt' after clients have paid.

Workshop System Guide

23. Go to 'Receivables' > 'Receipt List' to view all receipts.

Workshop System Guide

24. You can key in courier methods under the 'Shipping Method' feature.

Workshop System Guide

25. Go to 'Inventory' > 'Inventory List' > 'Item Setup' to setup all the necessities for your items.

Workshop System Guide

26. Go to 'Inventory' > 'New Item' to enter new items into your inventory.

Workshop System Guide

27. To view all items, go to 'Inventory' > 'Inventory List'.

Workshop System Guide

28. Go to 'Vehicle' > 'New Vehicle' to add client's vehicle.

Workshop System Guide

29. Go to 'Vehicle' > 'Vehicle List' to view clients' vehicle list.

Workshop System Guide

30. To insert new Vendors, go to 'Vendor' > 'New Vendor'.

Workshop System Guide

31. Go to 'Vendor' > 'Vendor List' to view all recorded vendors.

Workshop System Guide

32. Workshop System also includes 'Vendor Terms' feature.