Category:Workshop
From Catalyst
Module
The Platinum Workshop is a purpose-designed package for use in administering motor trade and caravan workshops. Many of the unique attributes of these trades are easily dealt with.
Using Platinum Workshop to manage your workshop, you can book jobs into a diary, track their progress, work out profit and workshop efficiency, print job cards & produce invoices (including split invoices for insurance and warranty work).
Full mail-shot facilities are built in, for servicing and MOT reminders. Details of jobs may be stored for as long as is required so that a comprehensive ongoing history is always available.
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Document Configuration
Pages in category "Workshop"
The following 180 pages are in this category, out of 180 total.
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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?
