In Workshop Software, you have the ability to set up a pop up box to remind you to check/update a customer’s vehicles Rego/WOF due date, current odometer reading our equipment hours.
To set up the prompt
1. Click on ‘Settings‘ and then ‘Company Settings‘
2. Scroll down to ‘Invoice Settings‘ and click on the arrow to expand this option.
3. In the middle column of buttons, in the last row there is an option to ‘Ask for Due Dates on Process Invoice‘, click on this toggle so that it says ‘Yes‘
4. Scroll down to the bottom of the page, click on the green ‘Save‘ button located on the bottom right-hand corner of the page.
How does the prompt work?
When you process an invoice, a pop up box will now appear, displaying the current data for this vehicle in regards to their rego due date and current odometer or hours reading.
If there is no Rego/WOF due date populated in the vehicle profile, the field will be blank. At this point you can enter in their next due date in the ‘Rego/WOF Due Date’ field. Same thing applies to the Odometer and Hours fields.
Once you have updated these fields with the up-to-date information click the green ‘Save‘ button.
The information will now be updated in the vehicle profile to show the new values you entered.