Find Customer History Fast

A customer asked a question about finding history… they found it slow to be able to view multiple invoices. The fact was that they were not doing it the most efficient way.

In this video we see how simple it is to search for customer history and find history, and then go back and find another invoice. There is a little trick to this that you may not know about, and it may save you a whole lot of time.

Check out this two minute video for details:

Efficiency in your workshop is key and that’s why Workshop Software is designed to be as efficient as possible, and at the same time being as simple to use as possible. Sometimes there might be the a small step that can save a huge amount of time. It’s always wise to check the help resources to ensure that you know the most about Workshop Software and that you’re aware of those little tips and tricks which could be a big timesaver.

Remember to utilise the help centre resource which can be found here: http://help.workshopsoftware.com/

Hope this info helps.

To your success…

 

James & the Workshop Software Team.

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“We really like the facebook tips and find the software impacting our business in a positive way

NQ Diesel

“I needed workshop specific invoicing software, I chose this software as it was the best one I found that could do what I needed. I’m better at organising my work and it looks very professional, I do recommend this software as it’s easy to use.”

Byron Shire Auto Repairs

“Really liking Workshop Software and how professional the invoices look. Support has been great the whole time. They are always consistent in calling us and making sure our questions are answered.”

AJ’s Mobile Automotive

“After using the software for a month with the Quickbooks integration, we can see that keeping up with parts and records is much easier. The integration helps up with knowing what is going on in the Workshop. Workshop Software is good.”

Cave City Truck
& Trailer Repair

“The Web class was really great. It helped as a trialing client, to understand the system.”

Happy Motoring

“I love Workshop Software, it is absolutely brilliant and the best software I have ever used. No dramas at all.”

Miramar Auto Centre Limited