Knowledge Base
Step-by-step guides to help you set up, customise and get the most from Workshop Software.
A
- Access WorkshopData on the Mobile App
- Accessing TeamViewer on a Mac
- Activate Registration Lookup (NZ users only)
- Activate your Stripe account
- Add a mechanic
- Add a product
- Add a Product Group
- Add a vehicle
- Add an attachment to an Invoice
- Add Follow Up Notes to a vehicle
- Add Footers to Job Cards, Invoices, and Statements
- Add images/description to a sale unit
- Add mechanic hours to an invoice
- Add more vehicle body types
- Add my company logo to invoices
- Add notes to a job card or invoice
- Add notes to a product or job code already in an invoice or job card
- Add or edit a supplier
- Add or edit payment methods available
- Add templated wording to an invoice
- Add the Online Booking Diary to your Instagram Bio
- Add Vehicle Details to a Booking or Job Card – Customer Invoice
- Allocate a payment to a customers invoice
- Allocate product groups into specific accounts in accounting
- Apply a discount to a customer invoice
- Apply a supplier credit to a supplier invoice
- Applying a Supplier or Customer Credit
- Applying surcharge or Travel cost to a customer invoice
- Archive and Unarchive Customer And Vehicles in Workshop Software
- Assign a Mechanic to a Booking
- Assign an invoice to a different customer
- Attach an item from a supplier to a customer invoice
- Attaching a loan vehicle to a customer invoice
- Attend a Zoom meeting
B
- Barcode Scanner on the Mobile App
- Best practice use of MISC and SUBLETS product types
- Body Type List
- Booking Diary Feature Mobile App
- Booking Diary Setup – What do I need to do before using the diary?
- Building and Maintaining Customer Trust in Your Auto Repair Shop
- Bulk send statement to customers with outstanding invoices
- Bulk SMS/Email Customers
- Bundle inside a Bundle Error Message
- Burson Automatic Invoice Feature
- Business Intelligence Overview
C
- Carfax Vin Lookup
- Change a quote to a booking
- Change Log and Feature Request
- Change or Upgrade your Subscription Details
- Change subscription from monthly to yearly (and save!)
- Change the description of a product on an invoice
- Change the language settings in Workshop Software
- Change your country code in Workshop Software
- Change your customer from a cash account to an account customer
- Changing Costing on a job
- Check the profitability of each job
- Clear browser cache and cookies
- Clearing Trial Data
- Company Settings Explained
- Convert an open invoice to a booking
- Copy Invoice With Attachments
- Create a bundle (kit)
- Create a cash invoice for an account customer
- Create a customer and add a vehicle to their profile
- Create a Customer Invoice
- Create a Labour Product
- Create a limit on an Account customer
- Create a Loan Car Booking
- Create a Workshop Software bookmark
- Create an account invoice for a cash customer
- Create an Inspection
- Create an inspection group (Gold Subscription )
- Create an Inspection Template
- Create an Order for a Unit
- Create and Manage Event Times Across Multiple Days
- Create Dealership Templates
- Create email templates
- Create templates for invoice notes
- Create templates for job card notes
- Create your Loan Vehicle Terms and Conditions
- Credit a supplier invoice
- Customer Online Bookings on Facebook Page
- Customer Portal and Communication Centre
- Customer Workflow: From Booking to Invoice to Payment
D
E
- Edit a Booking in Workshop Software
- Edit a customer’s details
- Edit A Processed Invoice Using The Copy Button
- Email Attachment Size Limit
- Email invoices to multiple people
- Email or print statements for ALL customers
- Emails from Workshop Software going into my clients SPAM/JUNK
- Embracing Environmental Responsibility in Your Auto Repair Shop
- Enable and Choose Team Mobile Notifications
- Enabling New Features in the Mobile App
- End of Financial Year Reports
- Enter a follow up date
- Enter your tax type and rate
- Error: Cannot Duplicate Invoice Numbers for Supplier
- Export Workshop Software reports as a Excel sheet
- Express Essentials
- Express Essentials: Getting Started with the Basic Plan
F
G
H
- Harnessing Technical Expertise: The Backbone of Your Garage
- Hide the Line Prices on an Invoice
- Hide the Part Number on an Invoice
- How can I tell if I’ve been logged out?
- How Customer Deposits Sync to Xero
- How do I Copy an existing Inspection Template?
- How do I detach and/or void a credit
- How do I Record a Supplier Refund
- How does the Canadian and USA QuickBooks integration work?
- How does the Inspection Tool work?
- How does the MYOB integration work?
- How does the QuickBooks integration work?
- How to Access TeamViewer for Remote Support
- How to acquire units
- How to activate the Customer Portal
- How to Activate the Workshop API and Generate Your API Credentials
- How to Add a Credit Card Merchant Fee to an Invoice
- How to Add a Customer, Vehicle and Vehicle History from another Branch
- How to add a job code
- How To Add A Mobile User
- How to Add an Additional User
- How to add products to a product group
- How to Book an Appointment Online and Connect It to Workshop Software
- How to bulk update product price list
- How to Change the Invoice Format
- How to Change your Login Details and Password
- How to check an invoice/payment sync status
- How to check event/error log
- How to clock in and out on the mobile app
- How to copy an invoice
- How to Create a Booking in Workshop Software
- How to create a quote
- How to Create an Overpayment or Deposit for a Customer
- How to Create and Apply Credits in Workshop Software
- How to Create and Use Bundles in Workshop Software
- How to create appointment types for the public booking portal
- How to credit an invoice
- How to delete an additional user
- How to delete attachments from an invoice
- How to do a stocktake in Workshop Software
- How to do internal work on a unit
- How to edit a product
- How to edit vehicle details
- How to Enable and Use 2FA
- How to Export Data from Workshop Software
- How to have Workshop Software open on multiple browser tabs
- How to hide prices of parts and labour on the customer invoice
- How to hide unit cost column on the invoice screen
- How to import data
- How To Integrate Burson Ezyparts
- How to integrate HSY
- How to integrate PartsTech
- How to Integrate with GSF Car Parts
- How to integrate with TireConnect
- How to integrate with Vehicle Visuals
- How to Integrate Workshop Software with Carfax
- How to Integrate Xero with Workshop Software
- How to integrate your Mailchimp account to Workshop Software
- How to invite customers to set up login details to the Customer Portal
- How to make a Customer a Biller
- How to make a product GST (tax) free
- How to Make Bookings on a Mobile Device
- How to manage your customers who pay you via Capricorn
- How to Perform a Manual Sync
- How to Perform a Stock Take in Workshop Software
- How to Price Car Repairs: A Guide for Workshop Owners
- How to print a job card
- How to Print French and English Documents (Canada / Quebec)
- How to Process a Customer Payment on an Invoice
- How to provide a booking link for service reminders
- How to purchase SMS’s
- How to quickly create a booking in Workshop Software
- How to re-authorise Xero
- How to record a credit against a supplier
- How to record a customer credit
- How to refund an Account customer/invoice
- How to register tires with DOT/TIN
- How to restrict customer detail access on mobile app
- How to run a customer balances report
- How to run a follow up report
- How to run a rego renewal due report
- How to run a report to get a full list of your customers
- How to run a sales breakup report
- How to run a vehicle listing report
- How to run the Customer Open Deposits Report
- How to run the Event Log Report
- How to run the service due report
- How to run the SMS log report
- How to save my invoices as a PDF document
- How to Schedule Staff Unavailability in the Booking Diary
- How to search for a customer
- How to search for a supplier
- How to Search for a Vehicle
- How to sell a unit
- How to send an email to a supplier from Workshop Software
- How to Send an SMS to a Customer
- How to Set Up and Manage Online Bookings
- How to Set Up and Manage Online Bookings
- How to Set Up and Use Google Sign-In
- How to Set Up and Use Inspections in Workshop Software
- How to Set Up and Use Public Bookings
- How to set up Australian vehicle registration look up feature
- How to Set Up Automated Document Reminders
- How to Set Up Automated Document Reminders
- How to Set Up Automatic Reminders
- How to Set Up Entra/Azure SSO for Workshop Software
- How to Split an Invoice Between Multiple Parties
- How to start all jobs for a specific day
- How to Start Jobs in Workshop Software
- How to Subscribe to Workshop Software, Step by Step
- How to Take and Record Deposits in Workshop Software
- How to Take, Refund and Delete a Customer Deposit
- How to tax freight
- How to use a barcode scanner
- How to Use Member Numbers in Workshop Software
- How to use PartsTech
- How to use product serial numbers feature
- How to use Registration Look up (NZ users)
- How to use the Flat Rate Reporting System
- How to Use the Inspection Module
- How to Use the Loan Car System in Workshop Software
- How to use the Workshop Software phone app
- How to view vehicle history from the mobile app
I
- Importing Arabic Text Into Workshop Software
- Include or exclude GST (tax) from product and labour prices
- IncomeAccountFreight Linked Account is required if charging freight
- Integrate Intuit QuickBooks with Workshop Software
- Integrate with Covs/PROlink
- Integrate with Repco NavigatorPro
- Integrate with Tiremetrix/Tire Registration Plus
- Integrate Workshop Software with MYOB
- Integrate your vvGarage account with Workshop Software
- Internal invoice function
- Invoice Activity Log
- Invoice an existing supplier order
L
M
- Mailchimp field names
- Make a customer GST/Tax free
- Make a product inactive
- Managing Customers, Suppliers, Vehicles, and Products
- Managing Miscellaneous Stock in Workshop Software
- Match job card and invoice numbers
- Mechanic Clock On and Clock Off in Workshop Software
- Mobile App Inspections Tool Guide
- Mobile App Invoice Functionality
- Move the order of items on a customer invoice
- Multi-branch – price matrix
- Multi-Branch – Setting up shared accounting with MYOB
- Multi-Branch – Setting up shared accounting with QuickBooks Online
- Multi-Branch Settings/Setup
- Multi-Branch Setup Guide for Head Office Accounts
- Multi-Branch Transferring Stock
- Multiple Tax Management
- Must Read Before You Integrate With Your Accounting Software
- My MYOB account won’t register
- MYOB – Adding a new product using the Supplier invoice
- MYOB Error – field not found
- MYOB Error – UnitPrice must be a positive number
- MYOB Error Access Denied
- MYOB Error: Maximum Allowed Characters for Name
- MYOB Insufficient Item Quantity error message
- MYOB Integration – Event Log deciphered
- MYOB Inventory Settings
- MYOB Sync Error “Insufficient Item Quantity”
N
O
P
- Parts doesn’t return to invoice in Repco – Error on screen
- PartsTech Labor Guides Integration
- Persist Grid Filters (Search Filters )
- Platinum – Head Office Companies Overview
- Platinum – Head Office Products Overview
- PLATINUM – Head Office Suppliers Overview
- PLATINUM – Head Office Vehicles Overview
- Platinum Multi-Branch – add a customer from another branch
- Platinum Multi-Branch – How to add a vehicle and vehicle history from another branch
- Preparing Data For Importing
- Prevent the quantity of a product from updating
- Price Matrix Multi-Branch
- Print all job cards for a specific day
- Print and or email invoices and stock orders
- Print From an iOS Device Without AirPrint
- Print or email a supplier remittance
- Print/email a customer statement
- Process a refund a payment received via Stripe Integration
- Process a refund for a cash customer
- Process a Supplier Invoice and Payment
- Process a supplier stock order
- Process payment on a cash invoice
- Processing Split Credit Card Payments
- Product Category Tax Setup
- Product Price Lookup
- Product Types – Import
- Public Booking Diary – Setting up Appointment Types
Q
R
- Region and State Codes
- Register DOT/TIN on a processed invoice
- Registration Lookup (NZ users only)
- Repco automatic invoice feature
- Reports and Business Intelligence in Workshop Software
- Resend your customer’s vvGarage login details
- Reset your Workshop Software Password
- Round the totals on invoices
- Run a email log report
- Run a mechanic performance report
- Run a quote report
- Run a sales by payment method report
- Run a sales report
- Run a stock listing report
- Run a stock status report
- Run a stock value report
- Run a supplier balances report
- Run a vehicle history report
- Run a Work In Progress Report
- Run an item sales report
S
- Schedule a mechanic for a day off
- Search for a product
- Search for customer and vehicle history
- Select a Bank Account in Xero for a Payment Method
- Send a bulk SMS to current job clients
- Send bookings via the vvGarage Workshop App (Client Friendly)
- Send Out a Google Review to Your Customers via SMS
- Sending your customer their invoice via SMS
- Service Advisors on Job Cards
- Set a holiday in your booking diary
- Set customer discounts, mark-ups & pricing
- Set up a Price Matrix
- Set up a SMS template
- Set Up and Manage Push Notifications on Your Phone
- Set up Capricorn as a Biller
- Set up my customer’s preferred method of contact
- Set up prompts to help me update Rego/WOF + other due dates
- Set up Workshop Software for different industries
- Set up your Company Profile
- Set up your mechanic’s work schedule in Workshop Software
- Setting Up Accounting Integrations in Workshop Software
- Setting Up and Managing Customer Online Bookings
- Setting up WorkshopPay Email and SMS default messages
- Setting up your franchise/group in Dealership Software
- Settings and Profile Setup in Workshop Software
- Setup customer sources in Workshop Software
- Show Barcode on Job Cards
- Slow typing in Comments
- SMS Job Cards and Invoices
- Spotlight on Safety: Essential Equipment for Your Workshop
- Stripe – Sending your customers their invoice via Email
- Stripe Online Payment Setup
- Supplier Workflow: Orders, Invoices, and Payments
T
- TeamViewer Remote Support
- Tech-Savvy Tips for Staying Ahead in the Auto Repair Game
- The Complete Guide to Running an Automotive Workshop
- The Importance of Inventory Management in Your Auto Repair Shop
- The Power of Quick Turnaround Times: Delivering Efficient Repairs
- Track stock orders in Workshop Software
- Transaction Centre: View and Manage All Financial Transactions
- Transaction Centre: View and Manage All Financial Transactions
- Transfer vehicle ownership
- Transmission category list
- Turn on Business Intelligence (BI)
- Two-Way SMS Setup
- Two-Way SMS: Communicating with Customers in Workshop Software
U
- Unable To SAVE/PROCESS/VOID Invoice
- Update a vehicles next service due date
- Use the Auto Create Stock Order Function
- Use the Rework Function
- Use the Split Invoice Function
- Use your own email
- User Groups and Their Access Rights
- Using the Registration Lookup for Australian vehicles
- Using Workshop Software on a Tablet
V
W
- What are the benefits of integrating with Vehicle Visuals
- What are the invoice formats
- What are the Requirements to Run Workshop Software?
- What is a Biller?
- What time are Automated Messages sent
- Where do I enter by ABN
- Where do I enter my GST Number
- Which body types are available in each Vehicle Group type
- Why advice to VOID invoices should be used with caution
- Why am I automatically logged out of Workshop Software?
- Why are my customers in MYOB not syncing to Workshop Software
- Why are my invoices not syncing to MYOB?
- Why has an invoice/payment not synced to your accounting system
- Why is my invoice not syncing to Xero?
- Why is my labour appearing twice on my invoices
- Why is my Mechanic Performance Report missing information or blank
- Why Verify Your Email
- Workshop Booking Plugin — Installation & Configuration Guide
- Workshop Software Running Slowly?
- Workshop Web
- WorkshopData Electronics
- WorkshopData Enhancements
- WorkshopData for Vehicles, Trucks or Motorcycles
- WorkshopData Labour Time Lookup
- WorkshopData Make and Model Search
- WorkshopData Subscription Australia and New Zealand
- WorkshopData Subscription UK and Ireland
- WorkshopPay Activation and Setup
- WorkshopPay Online: Accept Payments via Email and SMS
- WorkshopPay Overview: Integrated Payment Processing
- WorkshopPay Terminal: Setup and Daily Use
X
- Xero Error: Unarchive A Customer In Xero
- Xero integration – Event Log deciphered
- Xero Lock Date
- Xero Sync Error – Account has been archived, or has been deleted
- Xero Sync Error Message – Associated parent record is not uploaded to Xero
- Xero Sync Error Message – Invalid status for modification
- Xero Sync Error Message – Invoice not of valid status for creation
- Xero Sync Error Message – Payment amount exceeds the amount outstanding on this document
- Xero Sync Error Message – The specified contact details match an archived contact
- Xero Sync Error Message – Xero integration will not work until valid accounts are entered
- Xero Tracking Categories
Ready to streamline your workshop?
Join thousands of global workshops and create the efficient, optimised and hands-off workshop you always imagined.