Job Management - Diary, Jobs, Estimates, Vehicle & Customer Maintenance
For information on the day to day operation of Diary, Jobs, Estimates, Vehicle & Customer Maintenance
The Recommendations feature in webSAM is a great way to ensure that customers are informed of any potential repairs needed for their vehicle. This proc...
Tue, 20 Jun, 2023 at 1:42 PM
Split invoicing allows you to split a job into separate charges for up to 3 customers. This is primarily used for insurance work, splitting the cost of a jo...
Mon, 19 Jun, 2023 at 3:47 PM
TABLE OF CONTENTS Group jobs into separate pieces of work using Job Sections... Add a new Section Add Text, Labour, Parts, Orders & Images to a Sec...
Fri, 8 Sep, 2023 at 12:58 PM
Using Job Templates in webWorkshop Important: Job Templates (Job Kits) are set up in the main Orion desktop application. You might know these as Standa...
Tue, 20 Jun, 2023 at 6:29 PM
Note: Images uploaded using the technician web app will consume your hosting storage, if you use images intensively you may need to upgrade your storage pla...
Wed, 21 Jun, 2023 at 10:33 AM
These instructions assume you are familiar with the Technician Web App, if not - read this first: [webWorkshop] Go Mobile with the Technician Mobile App ...
Tue, 20 Jun, 2023 at 6:49 PM
Loan Car functionality is available within webWorkshop to allocate courtesy cars to jobs and view the Loan Car Availability calendar. This works in sych wit...
Mon, 22 Jan, 2024 at 5:15 PM
If you experience slowness opening the Estimate listing, this could be due to how webWorkshop calculates the current Status in order to display the Status i...
Tue, 23 Jan, 2024 at 9:34 AM