How to print a job card

If you are using Workshop Software on a PC, Mac or laptop you will want to print off job cards for each car as it is worked on, but if you are running a paperless workshop and using a tablet then you do not need to actually print the job card off. This guide will show you both options:

Please note: For Gold subscription level users and higher, please see the end of this guide where we will show you how to print all job cards in one go for the day.

1. Click on¬†‘Job Centre’¬†from the left hand navigation menu options.

2. To print a job card for an existing job, double click on the customer details:

3. Add any information or notes that you want the mechanic to see in the Job Card Notes section located at the bottom right hand corner of the page.

Please note: notes entered here will only appear on a job card, they will not print on an invoice

4. Once you’ve saved any job notes, click on the blue icon next to the¬†‘Star’¬†icon on the right hand side of the page and select¬†‘Print Job Card’¬†from the dropdown menu.

5. The job card will then open in a new tab for you to view and then print, the mechanic can add any notes by hand, these can then be entered into the invoice if need be.

Please note: Gold subscription users that are also using our mobile app, mechanics will be able to add/change any job card notes via the app thus removing the need to manually enter any notes by anyone else.

6. If you are using Workshop Software (not the mobile app) on a tablet such as an iPad there is no need to print the job card out, you can view the job and add to it straight from the job centre.

GOLD SUBSCRIPTION USERS – Bulk Printing of job cards for the day

There are 2 places you can do a bulk print of all the job cards for a specified date.

From the Dashboard

1. On the Dashboard, click on the¬†‘Star’¬†icon located on the top right hand corner above the sales figures. Then select¬†‘Print Jobs for Date’¬†in the dropdown menu.

2. A pop up window will appear, enter in the date that you want to print the job cards for, then click the green¬†‘Run’¬†button

3. A pop up box will appear asking if you are sure you want to proceed. Click the green¬†‘Yes’¬†button

4. This will open up a new tab with all the job cards for the specified day displayed. Hover over the top right hand corner of the screen and the printer icon will appear. Click on the printer icon to send the job to your local printer.

From the Job Centre

Click on the ‘Star’¬†icon and select¬†‘Print Jobs For Date’¬†from the dropdown menu

 

2. A pop up window will appear, enter in the date that you want to print the job cards for, then click the green¬†‘Run’¬†button

3. A pop up box will appear asking if you are sure you want to proceed. Click the green¬†‘Yes’¬†button

4. This will open up a new tab with all the job cards for the specified day displayed. Hover over the top right hand corner of the screen and the printer icon will appear. Click on the printer icon to send the job to your local printer.