Organiser & Jobs

Overview
The Organiser allows you to create new entries for Jobs, Appointments, Holidays, Sickness and Tasks. To Create a New Entry you can either select Ne...
Tue, 17 May, 2016 at 2:11 PM
Booking in a Job
Jobs are used for Repairs or Servicing work. Jobs can also be created in Sales / Recall / Jobs / New Jobs can be linked to specific Units, Cu...
Tue, 17 May, 2016 at 2:14 PM
Job Workflow
Jobs can be entered and invoiced in one go, however in most workshops we would follow a more step by step process. 1. Book In Job When the custom...
Tue, 17 May, 2016 at 1:55 PM
Job Templates
Job templates are designed to speed up the process of booking in jobs. Job Templates enable you to set a default Job Description, Details ('Sto...
Wed, 21 Dec, 2016 at 11:10 AM
Log Time (Time Tracking)
Setting Up Ensure you have completed the following: Ensure each staff member has a record in Settings / Operators/Staff. You may also want to se...
Tue, 17 May, 2016 at 2:50 PM
Workshop Consumables/Sundries
To handle consumables used by the workshop we can create an internal transaction to allow us to take the items out of stock but without increasing our sales...
Fri, 5 May, 2017 at 11:45 AM