Workshop |
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Watch the video: How to use the Workshop Module - Tutorial
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Workshop Overview
SI+ is ideally suited for workshops such as:
•Vehicle garages
•Computer repair shops
•Appliance service centers
•And similar repair-based businesses
Purpose
SI+ is designed to increase workshop productivity and help elevate customer service levels through streamlined digital processes.
With the Job Card Service Feedback module, you can:
•Track repair orders in real-time
•Eliminate manual systems
•Enhance communication between Workshop Controllers, Technicians, Service Advisors, and Managers
•Deliver top-tier service to your customers
Custom Reports & Design
SI+ allows you to design:
•Your own Job Cards
•Job Card Labels
•Job Card Invoice Reports
➢Go to Workshop Options to configure and customize these templates.
Workshop Reports
The following job card reports are available in the Workshop module:
Report Type Description
➢ All Active Job CardsView all ongoing jobs.
➢ All Not Active Job CardsSee jobs that are waiting for parts or customer confirmation.
➢ All Cancelled Job CardsTrack canceled jobs. (Note: Job cards cannot be deleted)
➢ Jobs Ready for CollectionEasily see which jobs can be collected.
➢ Jobs Due TodayMonitor jobs that must be finished today.
➢ Workshop Ready for CollectionA filtered view showing all ready-for-collection jobs still in the workshop.
➢ All ComebacksTrack jobs that returned due to issues or errors.
Methods To Create Or Generate A New Job Card
Method 1: Via Job Card Lookup
1. Go to Job Card Lookup. Click on Add New Job Card
✓ Use this method to view, add, or edit existing jobs in one place.
Method 2: From a Service Item
2. Use the Workshop > Service Item Lookup. Right-click on the item. Select New Job Card For Item from the context menu.
Method 3: Customer Lookup Form
3.Right-click on the customer. Select New Job For This Customer from the context menu.
