Workshop Settings Configuration Guide

Updated Jul 03, 2026 46 views

The Workshop Settings page is designed to help administrators configure essential workshop operations, communication workflows, employee assignments, and system controls. These settings improve efficiency, maintain data accuracy, and streamline workshop management processes.

Workshop Settings Overview The Workshop Settings section allows users to customize how workshop transactions and employee workflows operate within the system. Proper configuration ensures smooth operations, accurate record management, and better communication between departments.

 

1. Include Specific Fields for Vehicle Entry Within the Workshop Invoice

This option enables additional vehicle-related fields to appear on workshop invoices.

 

Benefits:

  • Displays vehicle-specific information during invoice creation.
  • Improves vehicle tracking and record keeping.
  • Provides more detailed documentation for customers and workshop staff.
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2. Lock Item Editable

When enabled, item details become non-editable after being added to a transaction.

 

Benefits:

  • Prevents unauthorized modifications.
  • Maintains transaction accuracy and consistency.
  • Protects data integrity throughout the workflow.
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3. Disable Zero Entry

This setting prevents users from saving transactions that contain zero-value entries.

 

Benefits:

  • Reduces accidental data entry errors.
  • Ensures all saved records contain meaningful information.
  • Improves reporting accuracy and database cleanliness.
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4. Repair Card Customer WhatsApp

Enable this option to automatically send repair card information to customers via WhatsApp.

 

Benefits:

  • Enhances customer communication.
  • Provides instant service updates.
  • Improves customer experience and transparency.
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Schedule & Breaks

The Schedule & Breaks section allows administrators to configure employee break schedules and working time management.

 

Break Start Time

Define the official start time for employee breaks.

Break End Time

Specify when the break period ends.

Break Reason

Select the reason associated with the scheduled break, such as:

Lunch Break

  • Prayer Break
  • Other operational activities
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Benefits:

  • Supports workforce scheduling.
  • Improves productivity management.
  • Helps maintain compliance with workplace policies.
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Communication & Role Assignment

This section manages employee responsibilities and communication routing within the workshop.

 

Reception Employee for WhatsApp Messages

Assign the employee responsible for receiving customer WhatsApp communications.

 

Benefits:

  • Centralized customer communication.
  • Faster response times.
  • Improved customer support management.
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Send Diagnostic via WhatsApp Message to Warehouse Employee

Select the warehouse employee who will receive diagnostic information through WhatsApp.

 

Benefits:

  • Faster parts verification process.
  • Improved coordination between workshop and warehouse teams.
  • Reduced service delays.
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Employee Role for Work Orders Assignment

Assign the role responsible for receiving and managing workshop work orders.

 

Benefits:

  • Clear task ownership.
  • Better workflow management.
  • Improved operational accountability.
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Employee Role for Diagnostics Delete/Update

Specify the role authorized to update or delete diagnostic records.

 

Benefits:

  • Controlled access to sensitive information.
  • Enhanced data security.
  • Improved audit and tracking capabilities.
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Labor Service Item

Select the default labor cost item used for workshop services.

 

Benefits:

  • Standardized labor billing.
  • Consistent invoicing practices.
  • Accurate service cost calculations.
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Saving Configuration Changes

After completing all required settings, click the Update Settings button to save and apply the configuration changes throughout the workshop system.

 

The Workshop Settings page provides a centralized location for managing workshop operations, employee responsibilities, communication channels, scheduling preferences, and transaction controls. Proper configuration helps ensure efficient workflow management, improved data accuracy, enhanced customer communication, and better overall workshop performance.

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