Workshop Module

Hello Citrus-Lime Support Team, I’m writing with a suggestion for the Workshop Module and Purchase Ordering system that could help stores identify immediately when parts have arrived for workshop jobs. At present, when an ordered part arrives and is checked into stock, our team records where it has been placed. However, the associated workshop job remains under “Waiting for Parts” unless somebody manually checks the delivery, identifies the relevant job and updates its status. Would it be possible for Citrus-Lime to link a purchase-order item to the relevant workshop job, so that checking the part into stock automatically creates a visible alert on the Workshop Workbook? For example, the affected workshop job could be highlighted in amber to indicate: “Part received — job ready to progress.” Alternatively, the system could add a clear icon, notification or separate status that allows the team to filter and identify all “Waiting for Parts” jobs where the required parts have now arrived. This would be particularly helpful in a busy workshop. We experienced an example on Saturday where a customer came in regarding their repair. Their part had arrived late on Thursday and had been placed in the workshop parts bins, but because the team had been extremely busy, the workshop job had not been updated. Therefore, it was not immediately apparent from the Workbook that the part was already available. A visible or automatic alert would allow the Workshop Manager or any mechanic viewing the Workbook to identify the job immediately, move it forward in the workflow and arrange or begin the repair. It would also reduce delays, prevent parts from sitting unnoticed and improve communication with customers. Could you please let me know: Whether Citrus-Lime already has a feature that can provide this type of notification. Whether a purchase-order item can currently be linked directly to a workshop job. If not, whether this could be considered as a future feature request.

When a customer doesn't arrive for their booking, we want the ability to mark them as a no show, not just delete the booking. This will help us keep track of who doesn't pitch up, as well as keep track of what is happening to our time.

Currently, automated Workshop Booking Reminders are completely automated and cannot be bypassed on a per-job basis. They only stop sending if a bike is marked as "Checked In" or "Bike Build". This causes major issues when we have a booking but are forced to wait (e.g., Awaiting Parts or Warranty Claims). The job remains open in the system, but we do not want the customer to bring the bike in yet. Because we cannot toggle the reminder text off for that specific job, the system automatically text blasts the customer telling them to drop off their bike for an arranged date/time that is no longer valid. This causes massive customer confusion, unnecessary phone calls, and frustrated riders showing up at the shop with bikes we cannot fix yet. The Solution Add a simple "Disable Booking Reminder" toggle switch directly inside the individual Workshop Job sheet interface (right next to the existing status toggles like Checked In or Waiting Parts).Ticking this toggle should instantly exempt only that specific job from the global automated SMS/email reminder queue. Why This Helps Prevent Customer Confusion: Stops automated texts from sending misleading appointment dates when jobs are stalled by external warranty or parts delays. Reduces Workshop Friction: Mechanics and service advisors won't have to deal with angry customers who traveled to the shop under false pretenses. No Messy Workarounds: Staff won't have to resort to bad workarounds like deleting the customer's mobile number or constantly rescheduling phantom dates just to stop a text.

I know this is not a new feature but I think something needs sorting with how itworks. It's in regard to when a workshop job has been opened on 2 different tills and any amendments can not be saved. We've noticed that if somebody opens a workshop job in order to carry out the work and are filling in the job card as they go, if somebody on another till opens the job for some reason, most likely to check on the status for the customer, this can mean that the when the mechanic tries to save their progress on the job card, they are presented with a message saying that it can't be saved as the job has been amended elsewhere. This message is presented even if somebody has just viewed the job and then closed it without making any amendments. I feel that the workstation that has the job open should surely have some kind of priority over amendments and should not be affected by the job being opened elsewhere.

I am struggling with jobs that don't get completed by the end of the work week. If a job is not completed by the end of a day or week, it tends to fall off of everyone radar because it is no longer visible. Is there a way that jobs that are not completed by the end of a day or week can be automatically unscheduled so that they can be rescheduled again? I find myself as the service manager, spending a great deal of time having to go through each teachnicians schedule and unschedule and then reschedule jobs that were not completed. The time isn't the biggest issue but the jobs that get forgotten or lost are the big issue. With lightspeed I used to print out 40 col recipets of each order for each technicians and assign them that way (lightspeed scheudling is non existant). If a ticket wasn't completed I would just give it to them again the ext day and mark it as "do this first". I loved the allure of being able to schedule and assing jobs to techs but when we have 3-4 a week that get lost because they aren't completed in the day or week they were scheduled then this becomes a huge time suck for me. I do have 4 full time technicians and I'm scheduling dozens of jobs a week so, its not uncommon for a few of them to not get done.

We frequently run into situations where a workshop job has multiple active statuses, but we are limited to selecting only one. We would like to be able to select multiple options or have additional status drop-down fields available.

During the recent webinar discussing the Workshop Module 2 it was advised that jobs couldn't be booked in separately and you would need to switch between POS, and the Workshop module to do so. We have multiple work booking calls coming in and sometimes multiple customers that we need to tender off on POS, so not having a standalone workshop module will not work for us. All our staff need to be able to take bookings on different computers in the workshop and having to buy multiple licenses for our business is not an option. Will you be making the workshop module standalone at any point?

would it possible to have a job completion email/ SMS to go to 2 different accounts. For example, when we build a new bike the completion email goes to the customer. So we then have to notify the sales department that this is done and to expect the customer to collect it. it would be handy if the completion email could be sent to 2 different accounts and even email & SMS instead of either or.

Having whatever is in the brand field be the start of search results in workshop is confusing. Can we please remove that? See attached for reference.

We are a busy workshop. Often having 30+ service and 30+ new bikes in the basement for customers to collect. With our previous system the customer surname was printed in large text on the printouts masking taped to each bike. This made it much easier to identify the customers bike at a distance, whilst they were waiting. Now we are writing the customers surname in large text on each of the printouts in sharpies. Please could we have the customers surname visible in large bold text, to help identify customers bikes at a distance when looking at a basement full of bikes? Photo included during a quieter time and an example of a printout from our previous system.