How To Add A Mobile User

1618 November 13, 2022

This guide will show you how to create a mobile user, who can then use the Workshop Software Mobile App to clock in and out of jobs assigned to them & add photo’s to jobs. For Gold Subscription clients mechanics can also create/action Auto Inspections, add invoice/job card notes, view & edit customer details from the app directly.

PLEASE NOTE: The mechanic must already be set up in Workshop Software, please see the guide ‘Adding a new mechanic’ if you need assistance to do this. You must add a Mobile User to access the phone app.

1. Click on ‘Settings’ from the left hand side navigation menu of the screen and then click on ‘User Setup/Maint.’

2. Click on the ‘+’ icon at the far right of the blue Mobile Users’ bar and then enter the user details;

3. Enter the details for the mobile user as below:

a) Switch toggle for Show Mechanic Features to “Yes”

b) Start typing in the Mechanic’s name to find the mechanic you want to set up for mobile app.

c) Select the Status as Active (if you wish to cancel a previously added mobile user, you can make it inactive).

d) Enter an email address (cannot be an email address already used in Workshop Software) and password for the user & retype password in Confirm Password field.

e) Once all details have been entered click ‘Save’

IMPORTANT: The email address does not have to be a valid email address, it is also best not to use a live email address that you may want to use in the future as your business grows and you need more Workshop User logins (to the full system). The email address you enter here will be used as the login details to the app. The email address cannot be the same as the email address used to login to Workshop Software.

For Service Advisors

Leave the Show Mechanic Feature toggle to “No”

Fill in the rest the form as per above instructions (Step b-e)

Open the Workshop Software App and enter the username and password to login