Workshop Expert Online's comprehensive management facilities contain all of the necessary functions to manage workshop resources. It provides the ability to control all spects of workshop activity from the creation of quotations, through to printing job cards and the production of invoices.
Workshop Expert Online is able to create professional printed quotations or estimates for prospective customers. These can be created using customer details, menu pricing, labour, MoT, consumables, work descriptions, and parts elements and may be stored for future reference or retrieval. Any printable documentation can also be emailed to the customer.
Invoices can be created from a historic quotation or job card. An enquiry screen can be used to retrieve the quote or job card using the customer name, account number or other recorded information. Optionally, an invoice may be raised directly from the quote screen. Customer details, product and price information are all transferred from the quotation.