Xero is a beautiful online accounting package which can be integrated with Workshop Software to run the back end of your workshop. Swipe yes to edit the deafult messages (remember to use the % when needed).The system will automatically send service due reminders by the customers preferred method of contact.(email or SMS) Please note if you do not wish to send a particular reminder, but would like the other one sent, just leave it blank.Ĭheck out this video for more information: To access Settings, select the ‘Settings’ option. This is where you configure your Company Profile. Products – Enter in &/or Make sure all your Parts, Consumables and Labour Job Codes you invoice in and out are in the system.Suppliers – Enter in &/or make sure all the creditors you send and receive orders from as well as all your utility companies and any other companies you regularly invoice in from are in Workshop Software.Settings – Company Settings, Xero, Repco and Users.Profile – your business details and company logo, this is also where you can purchase SMS to use SMS features.To get you started using the software as fast as possible, there is just a few details you need to setup before you start. If you happen to forget you’re simply select the ‘Click Here’ to get a new password: System Setup You can edit this user, create new users and restrict user access once you are logged in. You will then also be prompted to create a username and password. This will be advised to you during the sign up process. You will have a unique web address for you company’s workshop software system. While it is updated from time to time, some of the screens may not exactly match what you might see on the latest version of the system. Please note that this guide covers most of the main set-up functions. This guide covers all aspects of Workshop Software.Ĭlick the images to enlarge image or click youtube link to watch a video.
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