Category:Workshop Manager
From Catalyst Knowledge Base
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Articles for Workshop Managers.
Pages in category "Workshop Manager"
The following 83 pages are in this category, out of 83 total.
H
- Handling workshop warranty claims
- How can I retrieve a parts order in the workshop?
- How can I view or reprint a workshop invoice?
- How do I account for retained deposits?
- How do I add a unit check sheet?
- How do I add internal notes to a workshop job?
- How do I add labour to a workshop job?
- How do I add more description to a workshop job?
- How do I add notes to a workshop job using Platinum Online?
- How do I add parts to a workshop job using Platinum Online?
- How do I add parts to a workshop job?
- How do I add pictures to a workshop job using Platinum Online?
- How do I auto-fill service or MOT dates?
- How do I change my activity colours in Platinum Online?
- How do I change my barcode scanner configuration?
- How do I change my unit type?
- How do I change the time for which a completed advisory is retained?
- How do I change where unit health checks and advisory reports print?
- How do I choose how to contact a customer through the Retention Centre?
- How do I configure the Retention Centre?
- How do I connect to the Clover device
- How do I convert a batched item into a unit?
- How do I create a service checklist on a workshop job?
- How do I create a standard workshop job?
- How do I create a workshop estimate?
- How do I create a workshop job using Platinum Online?
- How do I create additional PDI workshop job choices?
- How do I create or edit workshop labour rates?
- How do I credit a workshop invoice?
- How do I deal with retail, internal, warranty & sales workshop jobs?
- How do I deal with service contracts?
- How do I deal with warranty variance?
- How do I deal with workshop warranty payments?
- How do I deal with Yamaha warranty?
- How do I find un-invoiced workshop jobs?
- How do I find unit sales order PDI/preparation jobs?
- How do I give discount in the workshop?
- How do I invoice a workshop job?
- How do I invoice multiple jobcards?
- How do I load a standard workshop job?
- How do I make a payment on a workshop job?
- How do I make a technician leave?
- How do I migrate to interactive unit check sheets?
- How do I move a workshop job to the next day?
- How do I move items on order to a new workshop job?
- How do I order parts for a workshop job?
- How do I print a job card?
- How do I print a satisfaction note for a workshop insurance job?
- How do I produce a workshop job picking list?
- How do I record a signature against a workshop job?
- How do I record labour in the workshop using Platinum Online?
- How do I record labour in the workshop?
- How do I record secure notes on a workshop job?
- How do I record unit health checks?
- How do I run a workshop productivity report?
- How do I see all of a customer's units?
- How do I see technicians hours?
- How do I set a workshop job status using Platinum Online?
- How do I set the auto log off time
- How do I setup Enhanced Check Sheets
- How do I take a payment on a credit card?
- How do I transfer a workshop estimate to an invoice?
- How do I update workshop jobs using Platinum Online?
- How do I use the price seeker option on a jobcard?
- How do I warn about duplicate items on workshop jobcards?
- How does Platinum find the right unit check sheet?
W
- What are the unit stock numbers starting at 90000000?
- What do I do if a technician is not available for work?
- What do the icons on the Workshop Diary screen mean?
- What does the Work in Progress report show me?
- Where do the workshop available hours come from?
- Why are my standard jobs not being listed?
- Why does the format of my unit health check change?
