01What it is
Workshop is the main configuration of the app: what work you do, which modules show in the menu, what a labour hour costs, which currency and VAT rates you use, and which messages the app sends by itself.
The country and base currency are set at registration and shown read only. Changes are saved by people with Configuration: edit, and every save goes into the activity log.
- A MENU THAT FITS
- Extended mode and the scope of activity decide which modules show.
- PRICES AND TAX
- Three hourly rate bands, VAT rates and prices gross or net.
- WORKS BY ITSELF
- Online booking, reminders, the tyre campaign and review requests.
02What it is for
A simple start
Without extended mode the menu shows only the core modules.
A fixed rate
Hourly rate bands suggest the labour price in quotes and jobs.
Bookings around the clock
Customers book from a link or QR code, without creating an account.
Customers come back by themselves
Service reminders and the tyre hotel campaign go out once a day.
03Main options
The screen has four tabs: Services and rates, Region and currency, Online booking and Automation.
What you do and which modules show
Work types, scope of activity, quote validity and hourly rates.
- What the workshop handles: work types shown on jobs and filters
- What the workshop does: extended mode, own fleet, roadside assistance, insurance claims, vehicle import
- Quote validity in days (14 by default)
- Hourly rates: base, specialist and expert
Currency, rates and tax
Country and currency from registration plus tax settings.
- Exchange rate source: automatic, NBP or ECB
- I quote prices as: gross or net
- VAT rates separated by commas, for example 23,8,5,0,zw
A public link and QR code
Customers book a visit without creating an account.
- A permanent booking link and a QR code to download as PNG
- Generate a new link: the previous one stops working
- Requests go to enquiries and to notifications
Messages sent once a day
They need the workshop mailbox set up.
- Service reminders by email to customers with consent
- Tyre hotel campaign: spring date, autumn date and days in advance
- Review request after handover: the reviews page address and number of days
04Tasks step by step
- STEP 1Open Settings › Workshop, Services and rates tab.
- STEP 2In What the workshop does, tick extended mode and save.
- STEP 3The menu now includes the paint lab, tools, advanced stock, analytics, discounts and exchange rates, among others.
- STEP 1Open the Region and currency tab.
- STEP 2Enter the rates separated by commas, for example 23,8,5,0,zw (up to 12).
- STEP 3Save. Without VAT rates you cannot create quotes and jobs or settle jobs.
- STEP 1Open the Online booking tab and switch booking on.
- STEP 2Copy the link to the workshop website or download the QR code and print it.
- STEP 3Bookings appear in Modules › Customers › Enquiries.
- STEP 1Open the Automation tab.
- STEP 2Enter the reviews page address (https) and the number of days after handover.
- STEP 3An empty address switches sending off.
05Actions
The most common tasks in the workshop configuration.
Extended mode
Every module in the menu.
Hourly rates
Cost, retail price and quote price for three bands.
VAT rates
The list of rates for quotes, jobs and settlements.
Booking link
A public link and QR code for customers.
Automation
Reminders, the tyre campaign and review requests.
06What it connects to
Choose a module to see what these settings affect.
Quotes
Quote validity and hourly rates suggest values in a new quote.
Go to the topicQuotesEnquiries
Online booking creates an enquiry with the Online booking source.
Go to the topicEnquiriesService CRM
Automatic service reminders are sent from Service CRM.
Go to the topicService CRMTyre hotel
The tyre hotel campaign reminds customers about the seasonal change.
Go to the topicTyre hotelExchange rates
The exchange rate source is set in the Region and currency tab.
Go to the topicExchange rates