Booking Reminders Booking reminders allow you to send a reminder to someone who has booked in a job and you... Learn More
Service Reminders Ensure when setting up Services that you have setup ‘Next Scheduled Services’ within your existing service (see Services),... Learn More
SMS Settings SMS Settings are used for sending Booking Reminders and Job Notifications to mobile numbers from Workshop Mate How... Learn More
Work Hour Settings For each mechanic you can setup the number of available hours they have for each day. Against... Learn More
Customise Reports Hide Kit items in Invoices If ticked all details of parts & services including in a kit will... Learn More
Customise Emails From Email Display Name Any emails sent from Workmate will show this name in the sender field. From... Learn More
General Settings Average Labour Hourly Cost This value will be used to determine the cost of each hourly service sold... Learn More
MYOB AccountRight MYOB Sync allows you to Synchronise your Workshop Mate Customers, Suppliers, Invoices, Purchase Orders, Receipts and Payments to... Learn More
Xero Xero Sync allows you to Synchronise your Workshop Mate Customers, Suppliers, Invoices, Purchase Orders, Receipts and Payments to your... Learn More
Subscription Details This is where you can manage your company subscription information List Invoices Displays your company’s previous subscription invoice... Learn More
Company Users In this section you are able to setup other users for Workshop Mate using their email address and... Learn More
Company Details Company details can be changed by you or another user at any time. Company Name This will be... Learn More
Import Service Seed Workshop Mate has a basic list of services that you might wish to import. You can browse... Learn More
Import/Export Workshop Mate Allows you to import data from a CSV file so long as the “Import Conditions” are met... Learn More
Inventory Adjustments The Inventory adjustments screen is used to manage your stock levels and do stock level adjustments. Search Search... Learn More
Lookup Entities In Lookup Entities you can make changes to existing lookup lists for example: Transmission, Body, Colour, Engine Size,... Learn More
Makes & Models Makes and models are used when entering vehicles. You can add, edit or delete entries in Workshop... Learn More
Vehicles This is where you can add edit or deactivate vehicles. To edit a vehicle simply click on the vehicle... Learn More
Customers Search Search for an existing customer. Price Level Filter Customers by their Price Level. Create New Creates a new... Learn More
Suppliers Search Search for an existing supplier. Create New Creates a new supplier contact. Supplier Name Enter a supplier business... Learn More