Click on the 'workshop' icon again andlogin with your details.
The interface of the Workshop System.
A. Go to 'Contacts' > 'New Contact' to add new customer details.
B. After adding 'New Contact', go to the 'Contact list' to view the full list.
C. There is a 'Debtor Terms' feature as well.
A. Go to 'CRM' > 'New Task' for incoming workshop jobs.
a. Fill in the new incoming task details in the required fields.
B. Go to 'CRM' > 'Tasks List' to view all on-going tasks.
C. Go to 'CRM' > 'New Service History' to update task statuses.
D. Go to 'CRM' > 'Service History List' to view the full list.
A. Go to 'Receivables' > 'New Invoice' to issue invoices for customers.
B. Go to 'Receivables' > 'Invoice List' to view recorded invoices.
C. Go to 'Receivables' > 'New Receipt' after clients have paid.
D. Go to 'Receivables' > 'Receipt List' to view all receipts.
E. You can key in courier methods under the 'Shipping Method' feature.
A. Go to 'Inventory' > 'Inventory List' > 'Item Setup' to set up all the necessities for your items.
B. Go to 'Inventory' > 'New Item' to enter new items into your inventory.
C. To view all items, go to 'Inventory' > 'Inventory List'.
A. Go to 'Vehicle' > 'New Vehicle' to add the client's vehicle.
29. Go to 'Vehicle' > 'Vehicle List' to view the clients' vehicle list.
A. To insert new Vendors, go to 'Vendor' > 'New Vendor'.
B. Go to 'Vendor' > 'Vendor List' to view all recorded vendors.
C. Workshop System also includes the 'Vendor Terms' feature.