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Showing articles from 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 use Teamviewer on a mobile device

1. Should you require assistance with the Workshop Software Mobile App we highly recommend downloading the **Teamviewer QS** app so that we can connect remote to see your mobile screen and help provide support. ![][1] 2. Once the app has been downloaded, open up the app and call our support team to advise you have a…

How to make a booking without having to log into Workshop Software

By utilising the online booking diary you can easily make a booking for a client from your smart phone or tablet without having to log into the full Workshop Software program. **Please note:** the online booking diary function is exclusive on our Gold Subscription level. 1. Firstly you need to set up your online boo…

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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