Getting started - Workshop

Summary

The following article explains how to get started in the Workshop.

More Information

Creating Technicians

First of all you need to create your technicians and available hours in the workshop.

• See How do I create Technicians? to do this.

Creating Workshop Jobs

Now you have all your technicians and available hours setup, you need to create a Workshop Job.

• See Creating Workshop Jobs to show you how.

Adding Parts and Labour to a Workshop Job

Now you have your workshop job created, the next thing you need to do is add parts and labour to it.

• See How do I add Parts to a Workshop Job? to show you how to add parts.
• See How do I add Labour to a Workshop Job? to show you how to add labour.

Invoicing a Workshop Job

Now you have all your parts and labour added to the job you need to invoice it off and take payment.

• See How do I Invoice a Workshop Job to show you how.

Crediting a Workshop Job

Should you need to refund or credit Platinum can do this automatically.

• See How do I Credit a Workshop Invoice? to show you how.

Regular Tasks

For regular tasks that need to be done, please see Recommended Workshop Routines.

See Also

• Getting Started
• Getting Started - Vehicle Sales
• Getting Started - Stock Control
• Getting Started - Order Processing
• Recommended Workshop Routines
• How do I create Technicians?
• How do I make a technician leave?
• Creating Workshop Jobs
• How do I add Parts to a Workshop Job?
• How do I add Labour to a Workshop Job?
• How do I Invoice a Workshop Job
• How do I Credit a Workshop Invoice?
• How do I Stop Vehicle Health Check Sheets from Printing Automatically?
• How do I Stop Workshop Advisory Work Report from Printing Automatically?
• Useful Keys

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

Get, start, Getting, Started, Getting Started, jobs, workshop, logging, repairs, labour