Job Management - Diary, Jobs, Estimates, Vehicle & Customer Maintenance
For information on the day to day operation of Diary, Jobs, Estimates, Vehicle & Customer Maintenance
How to book a job or change a booking? Your diary is the heart of your workshop. A full diary means more $$$ for your workshop, but an over-filled diary m...
Tue, 20 Jun, 2023 at 11:31 PM
⚠️Go to https://orion.sam.co.nz/mobile to open the Mobile Web App! The Technician Web App is optimised for use on mobile devices/smartphones and...
Wed, 7 Feb, 2024 at 5:59 PM
Creating a new job There are several ways to start a new job in Remote Workshop. a) from the dashboard Add New icon b) from the Work In Progress Add New...
Mon, 19 Jun, 2023 at 3:47 PM
How to edit or update the details of a vehicle, such as owner, VIN/Rego number, WOF/Reg expiry and follow-up/reminder details? You'll be creating ve...
Mon, 19 Jun, 2023 at 3:48 PM
With webWorkshop, you can provide your customer with traditional paper-based quotes, or you can provide an engaging fully online estimate approval process w...
Thu, 22 Jun, 2023 at 10:28 AM
⚠️Go to https://orion.sam.co.nz/mobile to open the Mobile Web App! This article is for the Technician Web App optimised for mobile devices/smartphone...
Tue, 20 Jun, 2023 at 6:52 PM
Converting Approved work to a Job When a customer authorises the estimate, you will receive an email similar to the following example, showing which wor...
Tue, 20 Jun, 2023 at 5:27 PM
When you send an estimate to your customer, they are able to follow on online approval process to authorise the work to be completed. Here we walk you throu...
Tue, 20 Jun, 2023 at 5:31 PM
The Recommendations feature is a great way to ensure that customers are informed of any potential repairs needed for their vehicle. This feature enable...
Tue, 20 Jun, 2023 at 6:05 PM
Adding Recommendations Using the Mobile / Technician Web App These instructions assume you are familiar with the Technician Web App, if you need to brus...
Tue, 20 Jun, 2023 at 12:54 PM