Loan Cars, Print Job Cards for a day, improved searching plus more
Loan Cars, Print Job Cards for a day, improved searching plus more
A new update has been released for Workshop Software that includes some amazing new features and enhancements. Here is a list of some of the updates that are included in this update:
Feature
Subscription Level
Loan car management (Courtesy cars)
Gold
Print start jobs for day.
Gold
Start all bookings for a day.
Gold
Month to date dashboard switch.
All
Search for a Vehicle by a single customer when doing an invoice (e.g. Fleet company).
All
Improvements to the way Bundles are printed on the invoice.
All
CarFax update to latest file template (USA Clients)
All
Here is how the updated Dashboard Looks:
Watch this quick video for details on how this works.
The biggest item contained in this release is the loan cars. This is a complete new module that allows you to create and manage as many loan cars (courtesy cars) as you wish.
Once created, there is diary management of when a vehicle is booked out, which customer the booking belongs to, plus manage which job card or booking that the loan car is attached. The system allows you to record details about the loan such as the drivers licence details, odometer when taken, odometer when returned, clean when taken, clean when returned, notes for any damages etc.
If course, you can take photos and attach them to the job card just like you’ve always been able to do. You may want to take photos of the vehicle when the loan starts as a record of the condition of the vehicle. You may also want to take photos of the vehicle when it is returned.
The loan car management system allows you to print out a loan authorisation form that you can get the customer to sign. This can include your own terms and condition. We highly recommend using this feature every time that a loan car is provided as it is an important piece of information to protect you in the even of damage, fines etc.
The Loan Car function is available on the Gold level.
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“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.”
Johnny
Cave City Truck & Trailer Repair
“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.”
Zane Kieser
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.”
Alan Richardson
AJ’s Mobile Automotive
“The Web class was really great. It helped as a trialing client, to understand the system.”
Hyeon Park
Happy Motoring
“We really like the facebook tips and find the software impacting our business in a positive way
Deanna Hardy
NQ Diesel
“I love Workshop Software, it is absolutely brilliant and the best software I have ever used. No dramas at all.”