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Showing articles from job card notes tag

How to add Follow Up Notes to a vehicle

Adding follow up notes to a vehicle can be very useful if you need to recall information for the next time that customer is in with this specific vehicle. 1. Create an invoice for a customer and select a vehicle. [ invoice/][1] 2. Fill out t…

How to print all job cards for a specific day - GOLD ONLY

Please note: This is a Gold level subscription feature. If you would like to use this feature please upgrade via the dashboard in Workshop Software. 1. Go to the Dashboard tab on the left hand side of Workshop Software. ![][1] 2. Press on the star button on the right hand side of the page. ![][2] 3. Press 'Print …

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'**; ![…

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