Workshop Module

Using Cycling as the example, attributing a Service Item to a Customer Account is a fantastic way to track and manage the service history of a bike over time. Alongside this, using Scheduled Service Reminders allows bike shops to influence the frequency with which their customer's specific bikes are maintained, leading to greater engagement with this critical service offering and ultimately increasing customer lifetime value and satisfaction. However, it could be an easier process to create and attribute a Service Item to the Customer Account if a "quick create" feature was added to the Till Screens. When creating a Workshop Job, the till screens present a list of Service Items already attributed with the Customer Account. However, if this is the first time this particular bike has been "seen" by the bike shop, it will (of course) not be available to select. Assuming that the Service Item creation process is not skipped for expedience (hopefully not!), this requires the Cloud POS user to access the Back Office, locate the Customer Account record, click to the Serviced Items tab and create the new Service Item record. It's a multi-step process that I feel could be shortened and simplified. I'm proposing that a "Quick Create" feature be added to the Till Screens that allows the Cloud POS user to push the small amount of required information in to the Customer Account without needing to access Back Office. I've added some mock-ups to help visualise what I am proposing.

Search for previous repairs by bike make and model.

We do not schedule a repair until we know when the parts are going to arrive. The Awaiting Parts status only puts the job in the "Awaiting Parts" section of Workshop Module if it's scheduled. It should show up there whether it's scheduled or unscheduled.

Please can we have the option to select templates when a workshop job is created. Similar to email templates Ideally we need a predefined set of options to fill in, we want to be able to create a form with pre defined drop down options and options for free text to standardise all job bookings. or a way to embed a google form

It would be incredibly helpful if there was an option to toggle the status of work orders that are currently in-progress so that bikes currently being worked on by other technicians are clearly visible from the workshop service schedule. If the toggle could change the workorder tile to another color (such as yellow) on the service schedule to give a visual indication at a quick glance that would be fantastic. It could function similarly to the other toggles that are currently implemented within the workorder menu. Thanks!

Customers sometimes bring multiple bikes in for servicing/work together and want to be able to pay for this on one invoice/in one payment. It would therefore be very useful if it were possible to add multiple Serviced Items to one Workshop Job.

We need to Make the notes sections user interface easier to read Make notes autosave or easier to add so no button click is required Ensure there is a time stamp Have a simple way to have internal 'shop' notes and customer facing notes.

We don't use the 2 windows that pop up when you complete a workshop job. Would like to be able to turn them off so my staff does not have to spend time clicking through screens they do not need.

It would be great to be able to add multiple items to a workshop job at once with check boxes, similar to adding multiple items to a Purchase Order. Adding items one at a time with the "Add Item" button is inefficient. Thanks!

a lot of the time, we have to send a quote to a customer, once the bike is already received in store. there not a simple way to do this, with also adding in some nice text, to explain the cost and next steps etc. i know you can view the job report, but you have to then download it and attach to email, or send it from backoffice. but the staff are in the workshop module and we don't want to switch between screens all the time. can you add an icon next to the 'add image' icon in the send quick sms icon to attach the job report as an image? (see screenshot) so we can add a proper job report and also some 'fluffy' text to explain the situation to the customer