You can edit a booking in Workshop Software as long as it has not been started or converted into a job card.
Steps to Edit a Booking:
Open the Booking Diary:
Navigate to the Booking Diary and locate the booking by selecting the specific day in the Booking Calendar.
Click on the customer’s name associated with the booking. Ensure you select the correct customer and verify which mechanic the booking is assigned to.
Make Changes to the Booking:
The following details can be edited:
Customer Order Number
Booking Date
Due By Date
Description
Products: You can add or delete products, but at least one labour line must remain on the booking.
Mechanic: The mechanic can be changed or added if one was included in the original booking.
Estimated Hours: Adjust the estimated time for the booking.
Event Notes and Job Card Notes: Edit or add any relevant notes.
Save Changes:
Once you have made all necessary edits, click the green Save button at the bottom-right of the page to apply the changes.