Turn Work Shop on in Apps, then configure it under Settings & tools → Work Shop.
Starting a job
| Setting | What it does |
|---|---|
| Selecting a Customer and adding a repair item will automatically confirm the repair job | Skips a confirmation step where you don't need one |
| Start all Repairs with Technicians and Write Up | Every job begins with a technician assigned and a write-up |
| Select equipment first when starting a WorkShop record | Changes the order of the flow. Only applies when the workshop is set for internal equipment. |
Stock on jobs
Deduct the stock when allocating it to the Repair Card takes parts out of stock the moment they're allocated to the job, rather than at invoicing. Your stock figure reflects what's actually been used, and the job carries its true cost as it runs.
Finishing and handing back
Record the Collected By and AfterCare confirmation captures who collected the machine and confirms the aftercare conversation happened. Both are the sort of thing that matter when there's a dispute.
Invoicing
| Setting | What it does |
|---|---|
| When invoicing multiple Work Orders, group them into one invoice per customer | One invoice per customer instead of one per job. Requires stock deduction on allocation. |
| Invoice Repair Card as one line | Invoices the total as a single line and deducts the stock directly |
| When Invoicing the Repair Card use the Booked In date as the Invoice Date | Dates the invoice from when the job came in |
| Show the Total Exc VAT on the WorkShop | |
| Labour SKU | The product used for labour |
| Additional Charges | Standard extras. Separate more than one with a comma. |
Budgets
Tracking the Customers Budget is not required — untick to track a customer's authorised spend on a job, so you know before you go over it.
Your own statuses
Under Statuses, define your own workshop statuses with a name and display order — the demo has Awaiting Parts, Job Complete and Customer Notified. These become your Kanban columns, so the board reflects how your workshop actually describes a job.
Printing
Use custom templates, and choose whether to print the Nett Amt and the VAT Rate on the repair card.
Technicians don't send emails when saving a Job Sheet stops a customer email going out every time a technician saves.
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