Getting started - Workshop
From Catalyst
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Contents
Summary
The following article explains how to get started in the Workshop.
More Information
Creating Technicians
First of all you need to create your technicians and available hours in the workshop.
- See How do I create technicians? to do this.
Creating Workshop Jobs
Now you have all your technicians and available hours setup, you need to create a Workshop Job.
- See Creating workshop jobs to show you how.
Adding Parts and Labour to a Workshop Job
Now you have your workshop job created, the next thing you need to do is add parts and labour to it.
- See How do I add parts to a workshop job? to show you how to add parts.
- See How do I add labour to a workshop job? to show you how to add labour.
Invoicing a Workshop Job
Now you have all your parts and labour added to the job you need to invoice it off and take payment.
- See How do I invoice a workshop job? to show you how.
Crediting a Workshop Job
Should you need to refund or credit Platinum can do this automatically.
- See How do I credit a workshop invoice? to show you how.
Reports
Regular Tasks
For regular tasks that need to be done, please see Recommended workshop routines.
See also
- Recommended workshop routines
- How do I create technicians?
- How do I make a technician leave?
- Creating workshop jobs
- How do I add parts to a workshop job?
- How do I add labour to a workshop job?
- How do I invoice a workshop job?
- How do I credit a workshop invoice?
