Standalone workshop module, without the POS
Neil McQuillan - CEO Citrus-Lime
The workshop module is next inline for an overhaul, after POS 2 backoffice which is looking increasingly well progressed. We have exciting plans here.
In the interim I'm aware some dealers use Book My Bike In to get workshop jobs into the POS scheduler and bypass the need to set them up in POS. POS can be used on the same web browser as the workshop module, but that of cause requires a separate POS license.
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Matt Parker
100% agree! I used to use Ascend in my old shop, we had a separate laptop for the workshop to use. They could book in jobs, add notes and items to the job and complete the job without having to go on the POS screen, or needing another POS license. We get super busy on the weekend and when we are putting sales though we can't book workshop jobs in at the same time because we would need another license to open another POS screen
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Dave
Amazed that this is not under review yet..... Lots of demand it seems!
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Dave
I work remotely and help out the guys in the shop by handling workshop emails when things are crazy busy - as they have been for a while now. The ability for me to book a workshop job IN the module or a stand-alone variant of the WM would save countless messages and the co-ordination to log in remotely to book the jobs
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Steve McCulley
Totally agree with this. It's less than ideal that workshop jobs can only be booked in from the POS screen.
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Russ Taylor
Certainly the most annoying thing for our mechanics is that they cannot create a job from within their own terminal and the Workshop Module. Currently if a job comes in with paper instructions (which is the case with all our refurbishment work), the mechanic must walk to the other end of the building, push the retail person off the till terminal, log in, create the job, log out, then let the retail person log in again, whilst they walk right back through the building to open up the workshop job and start it.
If they try to create the job from their terminal by opening the POS, they throw the retail person off the till, possibly in mid-transaction with another customer. The same thing happens with MOTOs received in the upstairs offices, so it is not just a Workshop Module issue, but also a Back Office issue too.
Creating a job should be able to be done from any part of CitrusLime, not just the POS terminal. Having a system-wide job status as described in my comments in https://citruslime.canny.io/workshop-module/p/highlight-jobs-depending-on-status would enable a lot of these issues to be overcome.
This is especially important if the jobs being undertaken are on a Contract basis and charges are invoiced through another system separate to the POS. E.g. where a hire fleet is being maintained, the work needs to be properly tracked for audit purposes and the stock used also tracked, but there is no need to bill anyone as it is handled by internal cost-transfers. Similarly where work is undertaken on a bulk contract basis, the POS is not used, but the repair work and parts still need to be pushed properly planned in and accounted for.