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Insight Garage - Job Booking
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Last modified on 1/10/2017 9:41 AM by User.

Insight Garage - Job Booking

1. Booking a Job

You can book a job in the diary  from the Main Dashboard or the Shop Floor mode.

This will open a new Job Booking Form.  

1. Enter the Customer details (name, address,  telephone number)

2. Enter the Vehicle Details (VRN, Make, Model)

3. Select the Date and Time. When you Click the Select Date button, a form will be displayed to select the time and the Bay to book the job into. Once selected, click Save and Close on this form.

4. If you know the work to be done, you can add these to the job now or later when the job is in progress. Click the Exit button to close the booking form

 

2. Viewing Booked Jobs

The booked jobs will be displayed in the booked jobs list and also the Diary.

You can double click to open the job

You can change the view of the Diary by Right Clicking on the Diary and then Clicking the "Change View To" 

3. Finish and Bill

When the job has been completed, double click from the Booked Job list or Diary and click the "Finish and Bill" button.

Add the parts and services to bill to the invoice lines and select press the appropriate payment button to create the invoice.