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Introducing: Booking Diary on the go!
Introducing the all new Workshop Software Booking Diary on the mobile app!
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- Detailed job management: Click on a booking to view and edit details.
- Add or update details on the go: Add extra labour, update customer or vehicle info, or adjust job specifics directly within the app.
- Search and filter tools: Quickly find customers, vehicles, or bookings using the search bar.
- Mechanic-specific visibility: Set up permissions so mechanics can only see their assigned jobs – a highly requested feature.
- Filter by mechanic: Focus on specific schedules with ease.
- Toggle between calendar views: See your entire month or a detailed daily schedule.
Please refer to this guide for help on getting setup.
Google Play Store: Download here
iOS App Store: Download here
For more info check out this short video!
Google Play Store: Download here
iOS App Store: Download here
For more info check out this short video!
Release Notes 14/02/2025
New Features:
- Back end update to prepare for the Booking Diary Mobile App update. More info soon!
- Loan Car details will now show in the global search.
Updates:
- Added the option to clear Xero Tracking Category from a vehicle.
- Resolved an issue where creating a booking from the month view of the Booking Diary would cause the Due By field to be a requirement.
- Fixed an issue where printing all job cards for the day would not generate if there is a mix of marine and other vehicle types.
- Fixed an issue where replacing an invoice line item with a bundle would break the order of listed items.
Release Notes 23/01/2025
New Features:
- Xero Tracking Categories - You can now assign a vehicle in Workshop Software to a tracking category in Xero.
Updates:
- Resolved an issue with selecting a single attachment when emailing out of Workshop Software.
- Updated account management tools to improve customer service.
- Improved spam email control.
Release Notes 22/01/2025
Updates:
- Resolved an issue that could block new users from accessing Business Intelligence.
Release Notes 20/12/2024
Updates:
- Expanded the automatic formatting of phone numbers and mobile numbers.
Release Notes 19/12/2024
Updates:
- Fixed an issue that was blocking orders from being sent to Burson.
- Voiding a supplier order that is attached to a job card will now clear the connection.
- Fixed an issue that was blocking orders from being sent to Parts Authority.
- Vehicle details will now carry forward when launching the TireConnect integration from an open job.
Release Notes 12/12/2024
Updates:
- Fixed an issue where VINs entered when creating a vehicle on a booking or job card was not saving.
- Restored the State field for vehicles.
- Fixed an issue where stock orders would not save if the Due Date started with a "0".
- Fixed an issue where entering a currency symbol in the freight field for a booking would block starting a job from that booking.
- Improved navigation when using the back arrow in your browser.
- Text colour used in Job Card Notes and Invoice Notes will now print on job cards and invoices.
- Improved internal logging of server processes.
Release Notes 06/12/2024
New Features:
- Save time with the new automatic invoice download function for Burson Ezyparts. If you have integrated with Burson Ezyparts you can now enable this feature and all your supplier invoices will be transferred from your Burson account to Workshop Software, saving you time by removing the need to double handle.
- Added the option to email a customer from the action star on bookings.
- Implemented a notification in the Transaction Centre to show if a customer has been contacted.
Updates:
- Fixed an issue where using SHIFT select when making a payment for customer invoices was not picking up the selected range.
- Fixed an issue where using SHIFT select when making a payment for biller invoices was not picking up the selected range.
- Fixed incorrect State formats for all country codes.
- Added better MYOB support tools to aid in resolving syncing issues.
- Fixed an issue where creating a booking from the Booking Diary while using the 'Show All Shop For Month' setting would not use the correct date.
- Fixed a display issue where the condition of a unit was not displaying when looking at the Unit List.
- Create Event Times window will now properly dismiss when using the back arrow of your browser.
- Copying a supplier order will now refresh the screen and place you on the newly created order.
- Fixed an issue where the Biller tag would not be removed once it has been associated with a customer profile.
- Resolved an issue when navigating from the StockTake page could causes issues for the Booking Diary display.
- Restored functionality to show returned loan car details.
- Improved supplier invoice automatic download function for Repco and Burson.
- Released changes required for WPAY compliance update.
- Restored access to STRIPE for US accounts.
- Labour Settings for Tirecorrect have been updated to pull better data.
Release Notes 21/11/2024
Updates:
- Enhanced internal tools to provide better service for Workshop Software users. These updates streamline our workflows, enabling faster response times and more accurate solutions. Our team is now better equipped to address your needs quickly and efficiently, providing you with a smoother and more reliable experience.
Release Notes 08/11/2024
New Features:
- Workshop Software's new Flat Rate Reporting system can be used to track your employees' clocked hours against labour jobs with a set labour charge out rate.
- Introduced a "copy to clipboard" feature for details that are displayed on bookings, job cards/invoices, orders and supplier invoices.
- Implemented a check when entering VINs - now when entering a VIN you will be alerted if this number is already recorded against a vehicle in your system.
Updates:
- Based on user feedback we have reverted the changes to event times and bookings implemented in late October. There is no longer a requirement to keep an event time on a booking.
- Resolved an issue where unnecessary save messages would appear when viewing supplier profiles.
- Fixed Dealership Trade-In display error where the details of the trade-in would not be visible.
- Resolved an issue with WPAY payments not syncing back to WS.
- Updated required fields on the Public Booking form to properly highlight missing information.
- Resolved an issue where the Loan Car Terms and Conditions would not show on the Print Authorisation form.
- Updated language for Ireland and changed "Rego" to "Registration"
- Added Multibranch changelog to the reverse sync action for Products, Customers, Vehicles and Vendors. This will assist support in the event that a multibranch site incorrectly syncs data.
- The 30/60/90 Statement sent via email now uses the correct date range for the email subject line.
Release Notes 01/11/2024
New Features:
- New Zealand accounts can now enable the auto downloaded feature for Repco invoices.
- Generate a Loan Car History report to easily see where your loan vehicles have been used.
Updates:
- Reconfigured server setup to allow for future improvements like automatic downloading of supplier invoices for Burson.
- Improved the invoice select page for payments to allow for more entries on the list.
- Fixed an issue where the Term and Conditions were not printing for Loan Car authorisations.
- Fixed an issue where the Loan Car Terms and Conditions message was not updating when changed in Messages.
- Updated the time stamp for job card authorisation on the mobile app to match your PC's timezone.
- Removed the requirement of assigning a mechanic to create multiple event times for a booking.
- Changed 'Contact' to 'Merchant' in the WPAY activation process. This is now in line with proper terminology.
- Added strike through functionality and Parts Total to the Ex GST invoice format.
- Fixed an issue where existing FlipPay accounts could error when first setting up the integration.
- Improved Customer Portal password reset process.
Release Notes 11/10/2024
Updates:
- Upgraded to the latest PartsTech API. This sets the foundation for future improvements.
- Restored Mitchell1 functionality and upgraded to the latest Mitchell1 API. This sets the foundation for future improvements.
- Implemented stronger password requirements for users to encourage better security practices.
- New passwords are now cross checked against a list of most common passwords and can not be used.
- Various database and subscription status check improvements.
Release Notes 03/10/2024
Mobile App Update:
- You can now add attachments to inspection items, enhancing your inspection processes with photos and videos.
- We’ve introduced barcode scanning to quickly add products to job cards, streamlining your workflow.
- You can also use the Registration and License Plate Lookup feature when creating new vehicles, making data entry faster and more accurate.
- Additionally, improved UI and performance for a smoother experience.
Web App Update:
- Improved email spam detection tools.
- Fixed the image viewer in the web application so that larger photos uploaded from the mobile app will now display better.
- Updated the Motor integration pricing for the US.
Release Notes 26/09/2024
New Features:
- Added support for two-factor authentication (2FA) to enhance account security.
Updates:
- Fixed an issue that was blocking payment terms from printing on the Default (Colour) Invoice.
- Resolved a display issue where holidays were not showing unavailable blocks in the Booking Diary.
- Updated the Bookings tab in the Transaction Centre to show unassigned bookings.
- Released web application foundation for a future mobile app update that will allow the attaching of images/videos to inspection items via the mobile app.
- Improved security controls over the Communication Centre to further reduce the chance of a WS account being used to email spam.
- Improved connection process for Microsoft Azure/Entra SSO.
- Improved trial data for new accounts.
- Fixed an issue with selecting a country when taking out a trial.
Release Notes 13/09/2024
Updates:
- Improved front end modules for better performance.
- Improved the invoice select page for payments to allow for more entries on the list.
- Upgraded internal tools to provide better and quicker service when assisting Account Management queries.
- Removed required fields when creating a vehicle from an invoice to streamline the creation process. This is especially beneficial for those workshops that may not work on cars.
- Updated the Action Star Button for Purchase Orders to read more clearly and allow for Acquisitions when using Dealership Software.
- Increased the character limit for Tyre Size. Sometimes tyre lookups can return additional information, this improvement will enhance the visibility of this information.
- Fixed an issue where it was possible to delete an event time from a booking which would then cause it to be inaccessible.
- Improved the Create Mobile User flow from a mechanic's profile page. Following this process will now auto populate the mobile user with the mechanic's details.
- Improved the Unassigned Booking tooltip to show more details about the booking status and vehicle details.
- Implemented more secure password requirements for mobile users.
- Fixed an issue where pressing tab to move through line items could cause the invoice screen to jump back to the top of the page.
- Fixed an issue where single clicking a job in the Transaction Centre required you to also move your mouse to expand the job card details.
- Resolved an issue where product quantities for products in a bundle could display incorrectly when also using Reserved Stock.
- Resolved an issue where updating an event time for a booking could error if there was no time selected.
- Fixed a display issue for the Balance Due on Partial Payments.
- Improved supplier syncing to MYOB if the Address was left blank.
- Updated the software to scale better on smaller screens.
- Changed the date format when selecting invoices for payment to not show year first.
- Added the postcode field to customer profiles when accessing them from Head Office in a Multi-Branch setup.
- Default event times will automatically show in the pop up window for a Booking.
- Resolved an issue where SMS/texts purchased in the USA would show the incorrect price.
Hotfix 13/09/2024
- Restored supplier payment functionality for international accounts.
Introducing: Create New Jobs Directly from the Workshop Software App
We're excited to introduce a brand new feature that will save you time and streamline your workflow - making a new job directly from the Workshop Software Updates and Feature Requests app!
Ever been onsite and had a customer request additional work for a different vehicle? Now, with just a few taps on your mobile device, you can create a new job without the need to switch to a laptop or browser. This feature is designed to make your life easier and your work more efficient.
But wait, there's more! In addition to creating a new job, you can also add a new customer and vehicle on the go. Say goodbye to unnecessary back-and-forth and hello to a smoother process that puts everything at your fingertips.
With this latest update, we're empowering you to handle customer requests swiftly and effortlessly, directly from your mobile device. Stay tuned for more exciting features coming your way!
Release Notes 05/09/2024
Updates:
- Fixed an issue where bookings made in a future daylight savings period would be two hours ahead. The correct time will now be used when creating a booking for this period.
- Improved the registration lookup feature for New Zealand, WOF Expiry and Rego Renewal will now be pulled in and recorded against the vehicle.
- Improved trial setup process for New Zealand accounts.
Release Notes 30/08/2024
Updates:
- Improved Entra/Azure single sign on functionality.
- Resolved an issue with printing the Vehicle Stock Listing report for Dealership.