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Showing articles from mobile app tag

How to restrict customer detail access on mobile app

1. Click on "**Settings**" on the left-hand navigation menu, then select "**User Setup/Maint.**" ![][1] 2. Double click or click on the pencil icon for the mobile user login details you want to edit. ![][2] 3. Click on the "**Limit Customer Information**" toggle so that it displays "Yes" ![][3] 4. Click the gree…

How to clock in and out on the mobile app

1. Make sure you have created a Mobile User by following this guide here: [https://support.workshopsoftware.com/kb/article/225-how-to-add-a-mobile-user- for-the-workshop-software-iphone-android-app/][1] 2. You also need to make sure this Mobile User has selected a mechanic and '**Show Mechanic Features**' is set to …

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…

How to use the Workshop Software phone app

Workshop Software provides a free phone app which every user should download and use. Users for the app are free. You can very easily take photos and attach them to a job. This is great for customer service, training, or just good record keeping. You can also clock on/off jobs to record mechanic times. This is a ver…

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