Getting started - Workshop

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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.

Creating Workshop Jobs

Now you have all your technicians and available hours setup, you need to create a Workshop Job.

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.

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.

Crediting a Workshop Job

Should you need to refund or credit Platinum can do this automatically.

Reports

Regular Tasks

For regular tasks that need to be done, please see Recommended workshop routines.

See also


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