Workshop Module 2 - Booking in jobs switching from POS to Workshop Module
David Brown
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?
E
Emma - Citrus-Lime
Merged in a post:
Creating a Workorder
A
Anthony Folk
I want to be able to create a Work Order in workstation. Why do I need to do this in the POS when I can do everything else in workstation?
E
Emma - Citrus-Lime
Merged in a post:
Standalone workshop module, without the POS
P
Paul
the workshop mechanics should be able to do all if not most of their work with out having to flick between POS and Workshop module.
Features such as marking items collected such as mailorder bikes dispatched, checking customer purchase history etc..
Suzy Weightman
Merged in a post:
Create a workshop booking directly from the Workshop Module
D
Dan
Unless I'm misunderstanding the process, would it not be possible to make it that we can make a workshop booking directly from the workshop module, instead of having to create it in POS first and then add it to the workshop?
Surely the workshop should just need to use the workshop module instead of POS too?
Neil McQuillan - CEO Citrus-Lime
Dan We've pondered this a few times, unlike most of our competition we don't charge per user, but per active till point (e.g. tills can float around as long as only one user, uses them at the same time). Workshop licenses are per store so everyone can access and view the workshop without costs ramping up.
As such many of our customers purchase licenses for workshop which gives dedicated job creation and they can take money at the workshop counter if so desired.
Some of our customers use Book My Bike In to work around this license model but thats not as convient as using a till point.
In summary our license model means this give us a headache. I don't want to put my people out of work or have less money to spend on RnD (about 20% of the total spend our customer base put in goes directly back into the software).
Open to ideas....
Neil McQuillan - CEO Citrus-Lime
I've just been completely open hear rather than giving a load of tech waffle as to why this is not possible.
David Bonilla
Neil McQuillan - CEO Citrus-Lime Then if not a stand alone module have the ability to create a workshop order in the the workshop module itself. I hate to bring this up here but in light speed I can do that without ever having to go to the POS side.
R
Richard T
it would be great to keep workshop staff all in the workshop module!
T
Tony Moffa
This is the same for us, we have over 1000 jobs booked in for the next 2 years as we operate on a 'Scheduled Service Plan' basis for clients, this we are constantly doing admin management for bookings and we can't justify more license cost, it's already at the top end for us. Would be good to have a solution.
Neil McQuillan - CEO Citrus-Lime
David,
As we don't license the workshop module per user, and the same with POS (only per transaction point), as such this is a commercial headache for us. What might work for you as a commercial model?
Neil
T
Tony Moffa
Neil McQuillan - CEO Citrus-Lime I see you didn't get a reply to this. Just to say, we would be happy to pay a little more to have an extra license/POS till for admin Jobs but again, like David we can't justify the full cost for just admin/booking in jobs. Something like £10 per month for a license for Back Office to enable us to book in jobs, create sales orders, quotes etc and for this, would be happy as a compromise to not be able to 'tender' anything on this till. Hope that helps.
Neil McQuillan - CEO Citrus-Lime
Tony Moffa it defiantly does, thank you. I really value you chipping in here.
We’ve always resisted a per user type license but there is an active debate here about this thread. Not sure if we can square the circle but we are certainly talking about it, the idea of a lite license is interesting. The simple option is to move the workshop from site to user licensing but I’m not keen I like that any user can look at the workshop job list same as the back office.
There are comments on our competition above and whilst it’s correct that you can create jobs anywhere we don’t enforce the use of CitrusPay with our POS users and our price increases are capped at inflation whereas they’ve ran and are planned to run much higher ( from statements to the stock market they are targeting 14% per annum per customer).
There is also no real workshop module, just works orders.
Just for balance of cause my view is hardly impartial 😀
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.
M
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
D
Dave
Amazed that this is not under review yet..... Lots of demand it seems!
Load More
→