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Showing articles from create tag

How to create templates for invoice notes

Instead of typing the same notes or information on to every customer invoice you can create templated wording and insert the template into the invoice notes each time it is needed. 1. To create a new template, click on **'Settings'** from the list of options down the left hand side and then click on **'Company Lists'…

How to set up a SMS template

If you want to send out a particular SMS on a regular basis but do not want to have to type it out each time, you can set up a template so that you can add this to an SMS at any time. For example if you want to send an SMS to clients to advise that their car is ready for pick up. 1. Click on **'Settings'** on the lef…

How to add/create a product group

Products can be put into groups which then makes it easier to stocktake as you can filter your stocktake by group. 1. Click on **Settings** from the list of menu options down the left hand side of the screen and then click on **Company Lists**; ![][1] 2. Click on the green '**+**' icon to add a new product group, e…

How to create email templates

Workshop Software allows you to create templates for the various emails you can send out of the software so that you don't need to type them each time you send the email. Templates can be created for the emails sent with a customer invoice, customer statements, supplier stock orders or a general email to your custome…

How to create a bundled product (also referred to as a kit)

A great way to save you time from entering the same products in to every major service is to create a generic bundle/kit. This allows you to enter just 1 product code and Workshop Software will automatically include the required associated products/services that are required for that job. **Please note:** When creati…

How to create a quote

A quote is created the same way as a customer invoice, the invoice type is changed from the default Invoice to Quote; 1. Click on the ‘+’ icon at the top right hand side of the page next to your company name and logo and select Customer Invoice from the drop down box. ![][1] 2. If the quote is for an existing custo…

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