Category:Workshop
From Catalyst
Module
The Workshop.
Pages in category "Workshop"
The following 180 pages are in this category, out of 180 total.
C
D
H
- Handling workshop warranty claims
- How can I retrieve a parts order in the workshop?
- How can I view or reprint a workshop invoice?
- How do I account for internal items?
- How do I add a unit check sheet?
- How do I add advisories to a unit?
- How do I add advisories to a workshop job?
- How do I add internal notes to a workshop job?
- How do I add labour to a workshop job?
- How do I add more description to a workshop job?
- How do I add notes to a workshop job using Platinum Online?
- How do I add parts to a workshop job using Platinum Online?
- How do I add parts to a workshop job?
- How do I add pictures to a workshop job using Platinum Online?
- How do I allocate a courtesy unit in the workshop?
- How do I allocate unit stock numbers automatically?
- How do I amend technician time records?
- How do I auto-fill service or MOT dates?
- How do I automatically print a jobcard when I print my unit sales order?
- How do I change my activity colours in Platinum Online?
- How do I change my unit type?
- How do I change the automated remedy code for completed advisories?
- How do I change the invoiced job status in the workshop?
- How do I change the order of columns?
- How do I change the order of tabs?
- How do I change the time for which a completed advisory is retained?
- How do I change where unit health checks and advisory reports print?
- How do I check for stock supersessions when ordering?
- How do I choose how to contact a customer through the Retention Centre?
- How do I configure a USB barcode scanner for workshop use?
- How do I configure the Retention Centre?
- How do I connect to the Clover device
- How do I control the number of messages the Retention Centre sends?
- How do I convert a batched item into a unit?
- How do I copy a unit?
- How do I create a custom Retention Centre action?
- How do I create a service checklist on a workshop job?
- How do I create a standard workshop job?
- How do I create a warranty account?
- How do I create a workshop estimate?
- How do I create a workshop job status?
- How do I create a workshop job using Platinum Online?
- How do I create a workshop warranty job?
- How do I create additional PDI workshop job choices?
- How do I create an insurance workshop job?
- How do I create an internal account?
- How do I create or edit workshop labour rates?
- How do I create problem codes for workshop advisories?
- How do I create quick text for workshop jobs?
- How do I create remedy codes for workshop advisories?
- How do I create technicians?
- How do I create workshop job types?
- How do I credit a workshop invoice?
- How do I deal with betterment?
- How do I Deal with Consumables?
- How do I deal with fitted options on units?
- How do I deal with retail, internal, warranty & sales workshop jobs?
- How do I deal with service contracts?
- How do I deal with sub-contract work in the workshop?
- How do I deal with unit preparation/PDI?
- How do I deal with warranty variance?
- How do I deal with workshop warranty payments?
- How do I deal with Yamaha warranty?
- How do I delete an advisory?
- How do I edit Workshop mailshot letters?
- How do I email files?
- How do I exclude customers from bulk mailing?
- How do I exclude units from bulk mailing?
- How do I extend MOT due dates due to Covid19?
- How do I filter out customers I don't want to contact?
- How do I find un-invoiced workshop jobs?
- How do I find unit sales order PDI/preparation jobs?
- How do I get key performance figures for the workshop?
- How do I give discount in the workshop?
- How do I invoice a workshop job?
- How do I invoice multiple jobcards?
- How do I load a shadow part into the main parts file?
- How do I load a standard workshop job?
- How do I log labour for fitting extras as an expense?
- How do I make a payment on a workshop job?
- How do I make a technician leave?
- How do I make my Retention Centre letters show my site address?
- How do I make workshop job types mandatory?
- How do I migrate to interactive unit check sheets?
- How do I move a workshop job to the next day?
- How do I move items on order to a new workshop job?
- How do I order parts for a workshop job?
- How do I post warranty credits?
- How do I prevent specific jobs appearing in Platinum Online?
- How do I print a job card?
- How do I print a satisfaction note for a workshop insurance job?
- How do I print all outstanding advisories?
- How do I produce a workshop job picking list?
- How do I record a signature against a workshop job?
- How do I record advisory work as resolved?
- How do I record labour in the workshop using Platinum Online?
- How do I record labour in the workshop?
- How do I record secure notes on a workshop job?
- How do I record unit health checks?
- How do I record unit registration plate changes?
- How do I refund a workshop deposit?
- How do I remove a keeper from a unit?
- How do I remove the brief description from a workshop invoice?
- How do I run a workshop productivity report?
- How do I schedule a technician for a workshop job?
- How do I search for a workshop job?
- How do I see all of a customer's units?
- How do I see technicians hours?
- How do I see totals on a workshop job before invoicing?
- How do I see what check sheets have been performed on a unit?
- How do I send MOT reminders from the workshop?
- How do I set a unit cost category as a workshop expense?
- How do I set a workshop job status automatically when I book out parts?
- How do I set a workshop job status automatically when I order parts?
- How do I set a workshop job status using Platinum Online?
- How do I set default service and MOT intervals?
- How do I set the auto log off time
- How do I set up a courtesy\loan unit?
- How do I setup Enhanced Check Sheets
- How do I stop PDI's from appearing in the Retention Centre?
- How do I stop the Retention Centre sending messages?
- How do I stop the workshop advisory work report from printing automatically?
- How do I stop unit health check sheets from printing automatically?
- How do I take a payment on a credit card?
- How do I transfer a workshop estimate to an invoice?
- How do I update the mileage on a unit from the Workshop?
- How do I update workshop jobs using Platinum Online?
- How do I use the price seeker option on a jobcard?
- How do I view outstanding advisory work?
- How do I view technician activity?
- How do I warn about duplicate items on workshop jobcards?
- How do technicians connect to Platinum Online?
- How does Platinum find the right unit check sheet?
S
U
- Unallocated workshop jobs
- Using the BMW EPC with Platinum
- Using the Claas EPC with Platinum
- Using the Harley-Davidson EPC with Platinum
- Using the Honda EPC with Platinum
- Using the Kawasaki EPC with Platinum
- Using the Kramp EPC with Platinum
- Using the KTM EPC with Platinum
- Using the Larsson Mike System with Platinum
- Using the Suzuki EPC with Platinum
- Using the Triumph EPC with Platinum
- Using the Yamaha EPC with Platinum
W
- What advisory work reports are available?
- What are the unit stock numbers starting at 90000000?
- What do I do if a technician is not available for work?
- What do I do if I accidentally link HPI details to the wrong unit model?
- What do the icons on the Workshop Diary screen mean?
- What do the tick boxes do on unit lookups?
- What does the action no. mean in the retention centre?
- What does the Work in Progress report show me?
- What is workshop job cleardown?
- What print records do I need for the Retention Centre?
- Where do the workshop available hours come from?
- Why are my standard jobs not being listed?
- Why does the format of my unit health check change?
