Workshop Module

It would be very useful for us if we have the option to add extra custom fields to a workshop jobs at the POS (free text fields, tick boxes and multiselect pre defined drop downs. eg to include while they wait, required urgently, do they want old parts retaining, pre authorised labour amount, parts spec level required drop down, Ebikes Only: Keys and Charger supplied dropdown, contact preferences etc. The purpose being to record information that is important that prevents miscommunication and standardizes booking in for the mechanics and record other important information Also or alternatively, can we have a template system in place like the communication templates that can be selected on a workshop job when creating in POS and dropped in, ideally with html allowed so we can embed our own custom field and drop downs etc, and also like when a service job is completed have the option to trigger an email, saying we have your bike that can include terms and conditions

Deactivated items keep showing up in 'quick scan' function in workshop module, what is the point of that? it take forever to find small items (no barcodes). Because everything is shown.

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.

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.

We are attempting to go truly paperless and doing our part for the environment. We use colour coded tags on our bikes and we would like to attach a label to the tag that has the order number, order number in barcode format and the customers name. This means we cut down on costs of ink, paper etc as we already have the label machine which is thermal transfer. Means less waste and the labels used in this way are GDPR compliant.

Would like to be able to customize the 5 order status buttons to better reflect our work shop job process. For example "Fraud Check" and "Ready to Dispatch" have literally no meaning for us.

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!