Workshop Module

When changing workshop dates from an open job, the time is currently reset to “now”. In version 1.0, the existing time was retained, which feels more logical, as jobs are more likely to be moved around from the calendar view. The calendar view now renders blocks down to the exact minute, which means some jobs can become difficult to see or effectively get lost. Overall, we feel the most practical approach would be to use minimum 15-minute blocks in the calendar view, and to keep the existing time unchanged when only the date is changed.

Can anybody tell me if they are happy with the new workshop module? every Mechanic we have are complaining about it. If you move jobs they appear as only a small box, you have to expand, the colour choice does not stand out. If a job passes and changes to red, you move that it is a line, with a busy workshop this will get lost. I don't think this has been tested enough to justify it going live. I am open to suggestions. When mechanics are spending more time to do their job, we are taking less money for the jobs they are doing.

When you click on an item in the workshop job, it navigates to the item page in the same window and then you can't get back to the workshop job. Other scenarios open the item in a new window or in an overlayed screen. It's annoying and time consuming to have to keep navigating back to the job if you don't remember to right click and open the item in a new window.

Is there a way to replicate the sales rep functionality within the workshop module? So, when creating a workshop job, can you add a toggle for us to select to allow users to select who is creating the job?

Compared to the previous Workshop module, 2.0 is a shocking downgrade. Firstly, the calendar view is so unclear. The previous module had large block colours that let you see at a glance what your day looked like; this new outline system is infuriating. Secondly, you cant view the calendar as organised by 'Mechanic' so you have to search around for tiny initials to work out who's job is whos Thirdly, you can't see who's on holiday in the calendar, which is completely mad. A customer will call on the phone and I will go through the days to see where there's a slot and I have no idea who's working that day so I can't easily tell them if we have a slot or not. Finally, there's still no way to set a mechanic as having regular days off. It's completely mad that this feature still doesn't exist, and we have to go in and add holiday days to signify when people take their regular day off. I have attached a couple of screenshots to illustrate the lack of clarity this update provides in the calendar view. Please do not disconnect the original module until at least a few of the issues have been addressed. It is currently unsuitable for the way we work James Certini Bristol

No way to easily see at a glance when a given bike was last serviced in customer search. especially confusing when multiple bikes are under one customer's name. How else can I quickly see when a given part of a bike was last worked on? Seems like I'll have to open all past workshop jobs under the customer's name one by one. Thanks

The 'Checked In' button on the Calendar View is hard to see - Perhaps it could be coloured in red/ yellow and turn green once tickedd

I'd like to be able to preselect a discount reason for workshop jobs, before they go to the sales screen, eg when completing the repair would work well, or having an extra column that we can edit as we go. Often a different member may process the sale than the mech who did the repair and they don't always know the reason

new module, window closes after sending an email/sms on job complete - have to manually enter comms section again - please restore old behaviour

It would be very beneficial to be able to view if a workshop job is scheduled and when it is scheduled for in the POS. Since technicians are not generally answering the phone, the sales staff doesn't have access to nor the familiarity with workshop to efficiently find when the job is scheduled to be worked on. Not looking for the schedule to be edited or manipulated in POS just a way for the person answering the phone to pull up the order and its schedule so they can more effectively answer questions. Thank you!