Comment that was added before saving get lost if a staff have open another jobs without saving it.

It would be great if a prompt box pop up "do you want to save current job?".

I have to re-write a lots when a staff open another job not realising he need to save the original one that was opened.

It is currently difficult to read any notes added to workshop jobs. Is it possible to improve the line spacing?

Would it be possible to have workshop notes that are not visible to the customer ie they don't print on the receipt.

Our manager needs to prioritise ‘rush jobs’ through a congested workshop (with 40+ jobs constantly in the pipeline); provide detailed instructions to mechanics and ensure the start on priority jobs first; see at a glance which customers need to be contacted.

We need CitrusLime Workshop Module to help reduce the amount of errors in communication when there are some 5-10 different people involved in the process chain of servicing or refurbishing a bike.

In order to work around some of these issues utilising the current workshop module, our Manager has to ensure whoever is on the till (POS) insets the following data table in the Notes section when a Workshop Job is created:

BSC(Bike Safety Check): - all bikes, regardless of customer instructions are put through our detailed Bike Safety Check process, which is a detailed 58-point inspection (based on the M-check or a car MoT) to identify ALL possible faults that could interfere with the safe operation of the bicycle. From this inspection, a quote is prepared that covers not just the work the customer wants done, but to make the customer aware of any other issues that could endanger the rider or cause bigger repair bills at a later date. The customer does not have to have all the quoted work done, that is their choice, but if they do not - they must sign a disclaimer stating they did not want the work done and this piece of paper has a huge impact on our insurance premiums!

Quote Ready Date: - this just indicates when the quote was completed so the customer can be called about it. It helps our retail team track how long it has taken the customer to respond and prevent arguments over ‘why has it taken so long to get back to me about my bike?’.

Work Agreed Y/N: - This indicates that the customer has agreed for repair work to proceed. Any caveats or instructions from the customer about what extras or omissions to the actual quote are added in the field below.

Customer requests: - These are specific instructions from the customer which may be as simple as ‘my gears aren’t shifting properly’ to ‘please fit these derailleurs I have supplied to my bike’ with a note from retail as to what parts the customer has left with the bike so the mechanic has clear instructions as to what to do:

Mechanic comments: - The mechanic may have difficulty identifying some parts due to lack of information about the bike (e.g. no brand name or model due to decals being removed or painted over) so whilst the mechanic has identified a fault, he is unable to identify or source the correct part and needs further information from the customer to be able to do so. Also, the BSC is a non-intrusive inspection, so no tools are used on the bike to dismantle bearings, etc. Thus caveats may be included to indicate that whilst there is indication of a fault, it is impossible to advise the exact solution or parts required until a full disassembly is done during repair, which may impact on costs and/or incur time delays due to ordering special parts.

Parts to be ordered: - If the parts required are not on our inventory and have to be specially ordered, our Manager needs this prompt to get her to create the relevant purchase order to the supplier in order to expedite the delivery of parts for the repair to proceed in the event that the customer agrees to the work. At present, there is no automatic create of a PO based on workshop demand.

Date of parts order: - this is needed so the customer can be informed of when their parts were ordered from our supplier when they phone to check on progress of their repair. This needs to include the supplier used and order number so it can be tracked.

Parts used: - There are instances where 2nd hand parts are used, which are checked off on the CitrusLime inventory as ‘Miscellaneous Refurb Parts’. This section allows the mechanic to detail what these parts are so the customer is made clear about what has been added to their bike that is not listed on the itemised till receipt.

Customer Job Notes: The current Notes is printed on the receipt. This content should only contain customer instructions and not contain any other fields described above or below, which relate to internal communication. If other notes are printed on the receipt then it can cause serious issues with the customer who may not understand what the mean or take them the wrong way. Customer Notes on the till receipt must necessarily be limited to 'this is what customer asked for, this is what we have done with the customer's bike'.

Mechanic/Admin Notes: these are to assist internal communication regarding the job, such as have parts been ordered, should I use new or used part for this item. when will 'XXXXXing' part part be available (imagine colourful workshop language at this point). This kind of communication is needed to get work completed in a timely and orderly manner, but customers need to be protected from any colourful language or unnecessary verbiage being printed out on their repair receipt once they have collected their bike.

On a Workshop Job I believe that the only place to add a note that is not visible to the customer is in the POS.

It would be great to have a field available to add notes that are not visible to the customer in the Workshop Module.

It would also be nice to have the names of the fields consistent to ensure comments go in the correct spot.

In POS there is "receipt comments" and "order notes". In Workshop there is just "notes".

Receipt comments and notes appear to be the same field and should be named the same thing.

When you add a field for data that isn't visible to the customer it should be named consistently with "order notes" (or whatever you may change the name to) in POS.

See attached screengrabs.