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How to set up my customer's preferred method of contact

This is an important field to keep up-to-date as the system uses this to determine how to contact your customer for their automatic service, rego and booking reminders. 1. To set the preferred method of contact for your customer, to go the customer profile. Click on '**Customer**' from the left-hand navigation bar in…

How to run a rego renewal due report

1. Click on '**Reports**' in the left hand navigation bar in Workshop Software, then click on '**Business Reports**' ![][1] 2. Scroll down to '**Workshop Reports**' click on the arrow to expand the reports options available to you. ![][2] 3. Scroll down to the "Rego Renewal Due" report and enter in the date period…

How to run a report to get a full list of your customers

You are able to generate a list of your customers in Workshop Software and can choose to show it in order by contact name, customer name, state or suburb. The report will show you the customer name and address, contact name, mobile number and email address. 1. Click on **'Reports'** from the menu options on the left …

Using the Communication Centre to let your customers know about the vvGarage App

The purpose of this article is to show you how to communicate with you customers about the vvGarage app using the Communication Centre within Workshop Software, providing them with their username, password and link to the app. There are a few of prerequisites for this to occur: * You must have an active vvGarage a…

How to have Workshop Software open on multiple browser tabs.

You can login to Workshop Software on multiple tabs on the one computer, this will then allow you have have different pages on display at the same time. For example you may wish to have the booking diary on one screen and be working on an invoice on another tab. 1. Open up Google Chrome and log into Workshop Software…

How to delete attachments from an invoice

1) Open the invoice 2) Open the Invoice **'Attachment'** dropdown ![][1] 3) Click the "**Delete**" button below the attachment you want to remove ![][2] 4) Confirm the deletion ![][3] The result can be seen below: the attachment requested to delete is no longer on the invoice. ![][4] [1]: https://d33v4339j…

How to record a credit against a supplier

If a customer wants to make pre-payment then a credit invoice can be created so that you can allocate this towards an invoice later down the track. 1. Click on the **'+'** icon located next to the main search bar in Workshop Software and select **'Supplier Invoice'** from the dropdown box. ![][1] 2. Search for the …

How to tax freight

1. Click on **'Settings'** from the menu options down the left hand side of the screen and then click on **'Company Settings'**; ![][1] 2. Under the sub heading **Tax Settings** click on the button under **Tax Freight** to change it from NO to YES; ![][2] [1]: https://hf-files-oregon.s3.amazonaws.com/hdpworksho…

How to run a follow up report

The follow up report is a list of any follow up notes you have entered using the **Follow Up Date** field when creating a customer invoice. he report shows the; * Invoice number the note was created against * Follow-up Date * Customer Name * Description of original invoice * Follow up note entered 1. To r…

How to quickly create a booking in Workshop Software

## _**IF YOU ARE ON ANY PAGE IN WORKSHOP SOFTWARE OTHER THAN THE BOOKING DIARY**_ 1) If your customer is an exisiting customer, use the main search bar in Workshop Software enter in their car registration. 2) Click the **'calendar'** icon to create a booking. ![][1] By searching for the registration, when you crea…

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