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Showing articles from set up tag

Activating WorkshopPay

**1.** Using the left-hand navigation bar in Workshop Software, click on '**Integrations**' > '**POS Integrations**' > '**WPAY**' ![][1] **2.** Click on the green '**Activate**' button ![][2] **3.** A pop up box will appear asking if you already have a merchant ID with WorkshopPay. If this is your first time integ…

Booking Diary Setup - What do I need to do before using the diary?

The purpose of the following article is to point out the requirements for the Booking Diary to work correctly: 1) Make sure your State and Country are set correctly. This is required to ensure that daylight saving is correct. ![][1] ![][2] 2) Set your Timezone: You do this by going to settings - company settings,…

How to set up Workshop Software for different industries

This help guide will show you how to set up Workshop Software when you **specialise in an industry** other than the automotive car industry. This may be Marine, Motorcycles, Caravans, Musical Instruments, Trailers, Bicycles, Power Equipment, Machinery and many more. There are a few things you can do to customise the…

Multi-Branch Settings/Setup

**Please note:** _The following is a guide on what each of the settings do in the setup for Multi-Branch. This is for both the Branch Settings screen (available to ALL branches), and the Franchise Settings screen (available to Head Office branch ONLY). _**These screens are only available for Platinum customers with Mu…

How to set up a price matrix

The idea of the price matrix is to be able to set up different pricing structures for your customers based on different types of products and the groups that they are allocated to. This could be marking up certain groups or giving them discounts. **Please note** this is a gold feature, to upgrade please go to your **…

How to set up automatic reminders

Workshop Software allows you to automatically send Rego, Service or WOF reminders by either email or SMS. Please bear in mind our recommendations are “best practice” and not a hard & fast rule. They are simply what we have found works best for workshops like yours. 1. Click on **'Settings' **from the left hand naviga…

How to add a mobile user for the Workshop Software iPhone & Android app

This guide will show you how to create a mobile user who can then use the Workshop Software Mobile App to clock in and out of jobs assigned to them & add photo’s to jobs. For Gold Subscription clients mechanics can also create/action Auto Inspections, add invoice/job card notes, view & edit customer details from the a…

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