Workshop Module

...or any reasonable online booking system! The examples I give have APIs and a team interested in integrations. Both do to google and outlook, but if it was with an online booking system you would have a flawless flow of appointment data into the workshop module, instead of having to manually enter every online booking in, saving heaps of time and reducing errors. Realise this is big dev but putting it out there, and you could always look at your own online booking system :) Scott

It would be great if you could upload pictures or other documents to the workshop module to keep a full history of ther job and any supporting paper work with it

When creating a workshop job for a bike that needs to be PDI'd, there could be a tickbox with the notes that denotes this. This box would then bring the bike into 'unscheduled' in the WS module so mechanics can book the PDI into their day/book a slot for this when the bike comes in.

Having moved to Citrus Lime from another provider, the one thing they had which Citrus doesn’t is an automatic text message reminder system, we though was brilliant and brought us quite a lot of repeat service work. When selling a new bike, we would like to setup an automatic text message or email schedule reminder. (We offer 2 free services at 1 month and 7 months), so would setup an automatic message at 1 month from sales date, then another every 6 months from then onwards. The customer is reminded automatically every 6 months their bike is ready for a service. (Dates are adjustable of course) We found this system an excellent source of repeat business and additional P&A sales when customers visit to drop off or collect service work. We’d really like this type of thing added to Cirtus Lime, probably in customer records and could tie in nicely with the new ‘Service Item’ feature, it would be nice to be able to tie in an automatic service reminder to each of the customers bikes. I’d be happy to explain how this worked in greater depth if anyone from the development team wants more details.

Currently completed workshop jobs are green and overdue are red, can we colour code workshops jobs waiting for parts orange? It will make it easier when looking at an overview of the calendar.

We often struggle to find products to add to jobs. Having the Free Search added into the Workshop Module for both 'Quick Scan' and 'Add Item', as it recently has to Cloud POS, would be a big help.

it would be great if you could send a customer a SMS through the workshop module and they could reply via SMS with the answer. getting instant repsonses and keeping the communications history on CitrusLime

It would be great if the hours shown on the workshop scheduler could be amended. We only open 09:00 - 18:00 but the scheduler has times from 06:00 - 23:00. This means over half the screen is unusable. Whilst it's useful to have some space at the end of the day to drag jobs that need following up, it doesn't need to be more than the day itself!

As bike shop people, we often recall the bike someone rides before the person. The calendar view of the workshop only shows name and ticket number info. Having the customers bike info also be included in this chunk of data we see in the calendar would make search faster.

I'd like to see a simple easy to access search in the workshop module in the Scheduler view, say next to 'Today' at the top. A basic search box where you can search by customer name or order number. Ideally this would return a list of both scheduled and unscheduled jobs.