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Showing articles from job card tag

How to enable/disable trailer and engine tables on the marine job cards

As a default these tables will not show on your marine job cards. ![][1] To turn these on: 1. Click on '**Settings**' on the left-hand navigation bar in Workshop Software, then click on '**Company Settings**' ![][2] 2. Scroll down to '**Vehicle Settings**' and click on the toggles for '**Show engine details - Mar…

How to match job card and invoice numbers

If you require your job card & invoice numbers to match you are able to turn this feature on, both numbers will then be the same and the sequence will start from the next available job card number. 1. Click on **'Settings'** from the menu options down the left hand side and then **'Company Settings'**; ![][1] 2. Sc…

How to create templates for job card notes

Instead of typing the same notes or information on to every job card you can create templated wording and insert the template into the job card 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 add notes to a job card or invoice

Job card and invoice notes can be added to each customer invoice as required. Workshop Software also gives you the option of created templated wording that can then be inserted into the invoice notes field, to find out more on how to do this please see the guide **'[How to create templates for invoice notes][1]'** 1.…

How to Add Vehicle Details to a Booking and Job Card/Invoice

When creating a booking or job card/invoice for a customer, you need to select or add a vehicle. If a vehicle currently exists in the system, under the entered customer, it will appear to the right under the **Select a Vehicle (Optional) **section. _**Please note:** _This does **NOT** mean that you have selected the …

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