Workshop Module

New workshop receipts are a HUGE improvement, thank you for implementing these! I would be super nice if we were able to print the new receipt from the "Transaction Options" screen. Right now it still prints the standard 40 col receipt. This is where we get the initial tag for all bikes brought in to the store.

The new workshop tags are a nice addition. I'd like them to have a bigger space at the top though and have the information start about 2-3cm lower. We clip the tags to boxes or sticky tape them to items (which kills any thermal printing) and it is very easy to cover up the top line, which in this case is the customer name (see photo), A little extra space would fix this

When a job ouyt holiday is marked as all day it would be helpful if it then filled the day in the calendar as well as being in the "all day" section. This would make it easier to see availability at a glance

I'd like to be able to double click on a timeslot and add an odd job. For example, I want to put a placeholder in for cleaning up the shop, changing lightbulbs in the shop, washing the windows, cleaning the bathroom, etc. These are all things I'd like the mechanic staff to do, and I need to block out time for them to do the work. I don't really want to have my Workshop Jobs be for anything other than bike/rack related work.

The recent change to workshop receipt where the customer name is large at the top of the ticket has been a good improvement...but we would also like for the due date to be the same size & at the top. We don't have the time to sort our jobs into due date order so being able to quickly view this information on the tickets is essential to working quickly and efficiently, especially during the busy winter months. I've attached a copy of our old workshop tickets for reference. As another piece of feedback has mentioned, the updated 40-Col receipts should also be printable when saving the job on Cloud POS and not just on the workshop module. This creates an extra unnecessary step when booking a jo into the workshop.

Feature Request: Ability to View Calendar When Rescheduling Workshop Jobs and Override Scheduling Warnings I'd like to request an improvement to how the Workshop Module handles scheduling conflicts, particularly when changes to an existing Workshop Job cause it to extend beyond the mechanic's scheduled working hours. Recently, I added additional work to an existing Workshop Job. The system correctly alerted me that the additional time would cause the job to extend beyond our mechanic's scheduled workday, which ends at 4:00 PM. I appreciate that warning, as it's helpful to know when we're exceeding our available workshop hours. However, I encountered two issues: 1. Unable to Save Despite Allowing Jobs Outside Working Hours In our Workshop Module settings, I have specifically enabled the option to allow jobs to be scheduled outside normal working hours. Despite this setting, the system would not allow me to save the updated Workshop Job because it extended beyond our 4:00 PM closing time. Could you please clarify why the system is preventing me from saving the job when I've explicitly enabled this setting? Ideally, the system would display a warning but allow me to acknowledge and override it, consistent with our selected settings. 2. No Ability to View the Calendar While Rescheduling When the system prevents me from saving the job, I need to find another available time slot. Unfortunately, I can't access the Workshop Calendar from that screen to see when our mechanic actually has availability. Instead, I'm forced to select a different date and time essentially by trial and error, hoping the new time slot will work. This is inefficient and makes it unnecessarily difficult to manage our workshop schedule. Requested Enhancement: Would it be possible to provide either or both of the following? Calendar Access: Allow users to open the Workshop Calendar directly from the scheduling screen, ideally in a pop-out or side-by-side view, so we can see existing bookings and select an appropriate available time. Warning Override: Allow users to acknowledge and override scheduling warnings, particularly when the system settings already permit scheduling outside normal working hours. Ultimately, the goal is to make scheduling and rescheduling Workshop Jobs more intuitive and efficient. We should be able to see our mechanic's availability before selecting a new time, rather than repeatedly guessing until the system accepts a date and time. I appreciate the scheduling safeguards built into Citrus-Lime, and I'm not suggesting they be eliminated. Rather, I'd like them to work in conjunction with the flexibility retailers have already selected in their settings. Thank you for considering these improvements. I believe they would make a meaningful difference in the day-to-day management of a busy workshop.

Would it be possible to add a new view or customizable report within the Workshop Module that would allow us to easily see, prioritize, and manage all of our outstanding Workshop Jobs? Currently, I'm manually recreating this report every week using information that's already captured in Citrus-Lime. It's time-consuming and repetitive, and I believe this is something the Workshop Module should be able to generate automatically. Ideally, the report would include the following columns: Priority # – Our assigned order for completing jobs. Customer Name Customer Phone Number Workshop Job Priority – The priority designation assigned within the system. Bike Brand / Model / Color Work Needed & Workshop Notes – A description of the requested repairs and relevant notes. Estimated Minutes to Complete Workshop Job Initiation Date Promised Date – The date communicated to the customer. Scheduled Work Date / Due Date Days Since Workshop Job Was Created – Automatically calculated. Total Days to Complete the Workshop Job – Automatically calculated once the job is completed. Additional functionality that would make this especially useful: Ability to sort by priority, scheduled date, promised date, or job age. Ability to filter by job status, mechanic, or date range. Automatically calculate the number of days a job has been outstanding. Ability to view the report on screen and print it in a clean, easy-to-read format. Ability to export the report to Excel for additional analysis, if needed. Our goal is to print this report each week and post it in our workshop so our mechanics can easily see what needs to be done, which jobs are most urgent, and what we've promised our customers. Having this information readily available would also help us identify jobs that have been sitting too long, better manage our workload, and improve communication with our customers. The important point is that all or most of this information already exists within Citrus-Lime. We're simply asking for a practical way to bring it together into one useful management report. I appreciate that there may be alternative ways to retrieve some of this information, but manually compiling and updating a separate spreadsheet every week defeats much of the efficiency we expect from an integrated Workshop Module. I believe this would be a valuable enhancement for many retailers, particularly those managing multiple repairs and mechanics. Thank you for considering this request and for your continued efforts to make Citrus-Lime more efficient and practical for everyday shop operations.

Would it be possible to add a Print Calendar feature to the Workshop Job Module? We would like the ability to print the Workshop Calendar for a selected date range, with the following options: Default: Print the current week. Date Range: Allow users to select and print up to four weeks at a time. Print Layout: Maintain the same calendar format and job information displayed on the screen, formatted appropriately for printing. Our goal is to print the workshop schedule and post it in our work area, giving our mechanics and staff an easy way to see upcoming jobs without having to continually access the computer. I've included an example of the type of calendar we'd like to print, which I captured using the Snipping Tool. Currently, when I try to use the browser's right-click/print function, the resulting printout displays a completely different layout that isn't useful for this purpose. Having a dedicated print function that preserves the calendar's visual layout would be a valuable improvement to the Workshop Job Module, making it easier for our team to plan, coordinate, and manage our workload. Thank you for considering this enhancement. We appreciate your continued efforts to make Citrus-Lime more practical and efficient for everyday shop operations!

Would it be possible to add a search bar to all Workshop Job Dashboard views, including Board, Calendar, List, and any other available views? Ideally, we'd like the ability to search by: - Customer Name (First or Last) - Workshop Job Name/Title (Any words within the Title) - Keywords within the Notes (Any words within the Notes) We frequently identify bikes by their make, model, and color in either the Workshop Job Name or Notes. Being able to search these fields would allow us to quickly locate a specific customer's bike or repair job. Currently, when our workshop schedule is full, finding a particular job can be time-consuming, especially when navigating between different dashboard views. A simple, consistent search function across all views would significantly improve efficiency, save valuable staff time, and make the Workshop Job Module much easier to navigate. Thank you for considering this enhancement. We appreciate your continued efforts to improve Citrus-Lime and make day-to-day shop operations more efficient!

It would be nice to have the ability to add images and documents to a customer's workshop job. This would help to cover ourselves in instances like finding damage before we have started work, and keeping a record of job estimates which everyone can access immediately.