Workshop Software

I would find it difficult to run my workshop without this software.

Pluspunten:

Customer tracking, service reminder reports, Repco Navigator integration, SMS reminder service, easy to add users.

Minpunten:

Customers unable to respond to SMS, when customer and/or vehicles are deleted from the software - they still present on the service reminder report, Customers receive SMS reminders for vehicles that have been deleted from the system - I pay for those SMS also. Even limited access user's can see dashboard and $ figures - I feel this should only be visible to the admin. Have to start job in order to order in parts - then the booking is closed and unable to be modified. I trialled the 'inspections' add on, I feel this was not yet re-fined enough to be offered as a pay for service - Would have liked to see a beta and/or trial version. Unable to remove customers if added multiple times by mistake, if any processed invoices are attached.

The best software so far!

Opmerkingen: Trying out several softwares in the past, I have found this one to be the better suited for the line of work I do ( field service diesel fitter) it allows more customer and machinery/vehicle information to be put in then others I have tried I have had all good experiences so far and the help desk and staff s have resolved any issues I have had which haven’t been many.

Pluspunten:

I like how easy it is to use, I like how much information you can put in and how each customer has a history of vehicles and work done, this makes it so much easier to go back to a job if need be or when raising a job all the information is there, I can see when my business grows I will be using more of the other features it has to offer and I can see straight up I am not worried about expanding as the software has the capability to do so as well.

Minpunten:

I wouldn’t mind an app for owner operators that allows you to do everything the dashboard can like raise jobs or bill out, this would make me more efficient as I could do everything from my phone

Not a great start with staff leaving during our setup & first few weeks & ongoing.

Opmerkingen: It helps us operate more efficiently, with invoicing etc & the email/sms features are great.

Pluspunten:

Very user friendly for invoicing & general workshop management & Staff have always been friendly.

Minpunten:

MYOB integration - has some issues (mainly balancing with w/shop). Cust credits go to Trade creditors & we have to do journals? Support calls on this have been unanswered on occassion. Reporting could be more specific, some don't have dates on them & we would like outstanding cust /suppliers balances with 30/60/90 days etc, we were unable to workout our top 20 customers etc for marketing purposes etc. Have made a few suggestions in previous support emails, but had no update. Probably need a better setup training system from the start rather than relying on youtube help solely. No Date/range on outstanding customer balances report . When balancing with MYOB I usually need to go back & get the outstanding balances - but i cant in workshop once the new month begins?. Begin & end date on some reports month-date-year? US style (EG; Sales By payment method report) not a big deal but could be consistent across all reports. Would love an Aged Trial Balance for Debtors/creditors 30/60/90 days ). It allows us to see what is owed to us or by us at a glance at any given time. Supplier Balance Report - is it possible to have a date range (easier to check off with each suppliers statements at the end of month) & total balance (to include all credits) for that date range? If credits arent allocated to an invoice, on the various reports (except cust outstanding balances) they dont show up in the overall balances. No report on a make/model of a vehicle.

Great software with constant improvement

Pluspunten:

Very user friendly , nice clean look with very little clutter. They're always adding improvements and are open to suggestions. Having experienced hard drive failure, it's great to know all the information is cloud based so no more worrying about back ups etc. Plus you can access the program from anywhere in the world so it's easy to monitor things while you're away. The loan car option is an easy way to keep tabs on who and when your car was loaned out, for when the dreaded photo turns up in the mail.

Minpunten:

There really is nothing to pick on. The only hurdle is getting to know your way around the program but the more you use it the easier it is. Not every feature will be relevant to every user but it's good to have options.

review

Opmerkingen: easy to use, back in the beginning i wish i had the opportunity to be trained by workshop software direct, it would have been much better.

Pluspunten:

ease of finding products, search function is amazing

Minpunten:

the fact that when you create a new product, when it goes across to myob, it does not take the description, therefore you have to do into myob and copy and paste description on every product you create.

For small shops WS is the ticket.

Opmerkingen: Id be running WS Gold now if I could get my data out of current software, I just hate to re type everything, so Im kickin tires for right now, cuz what I have works for the most part, Id just rather have a more complete solution, of which WS would do nicely. Ive done a few trials & have tried alot of other shop software & POs software- and I think that was necessary to really appreciate WS for what it is. Originally it was buggy, but seems to be getting better & better.

Pluspunten:

The software is very easy to deploy, has a good deal of the features & add ons that you would want at a manageable price. At my level I just cant justify 4-500 shot & accounting software, yet Im busy enough that I can't spend time playing around with multiple programs & sites. They have customer communication options, labor guides, card processing, inventory management, quickbooks online integrations, partstech intgrations for in program ordering & various tax rates, etc.

Minpunten:

It could be tailored to different regions, based in AU some verbiage & quirky thanks that should be changeable arent...what the heck is labour anyway? lol. really not a big deal but would be nice. A POS package set up would be great too- like an ipad terminal with cash box & card reader for check ins & check outs. It can be buggy, and those persistant warning banners at the top have got to go!

The experience that i had

Opmerkingen: I don't have any problem here and i would say that i will highly recommend this to everyone it was very nice and good for everyone

Pluspunten:

All the feature was good and nice very easy to navigate and to understand highly recommended this to everyone

Minpunten:

There is no missing because as per my observation all the feature that is very nice and understandable

A great support for our business

Opmerkingen: Good, customer support is always on hand to help when we find a glitch and to work with us when we learn new systems and additions.

Pluspunten:

We like that the service history on each product is kept for the customer, contractors are able to log in and check what units need servicing and recall invoices they may have misplaced. The recall system is invaluable in maintaining work during the quiet seasons.

Minpunten:

The stock does not sync with Xero or our online webpage (hard when using Xero first). Credits have to be manually added against invoices in Xero after allocating in W/S.

Save yourself the heartache and look for an alternative program

Opmerkingen: Such a shame, that this program could be awesome, if only they had some customer service to sort out issues when they arose.

Pluspunten:

An easy to use program that makes business run smooth IF it worked as it should

Minpunten:

Terrible customer support. Missing invoices that wont sync to MYOB, moved to Xero because Workshop Software told me that it was a MYOB problem. Paid Workshop software an additional $1100 to convert to Xero but only one days info came through. I have now had to pay my bookkeeper to sort out all our problems.

Workshop Software has been a great addition to our business, well designed for Mechanics

Opmerkingen: Vehicle logs and details are brilliant. It has helped in tracking jobs and providing history for machines/vehicles

Pluspunten:

The fields available to record details regarding vehicle details, vehicle logs are excellent, user friendly Very happy with the software and the updates that are always happening to improve the software. Different from using accounting based software

Muy eficiente y eficaz.

Pluspunten:

Es muy facil de trabajar, muy manejable este software, se mantiene siempre en pie y muy seguro.

Minpunten:

Me ha gustado gran parte, en un futuro mejorar o ir mejorando con el tiempo para futuros proyectos.

Easy to use, dynamic and supportive

Pluspunten:

Workshop software is a great one stop auto shop solution. The program is dynamic and always evolving to make workshop application easier and the daily operations smoother. We tried four systems for one month and 2 years ago choose workshop software. Whilst we don't utilize all features the systems we do are reliable and work faultlessly. Evolving - new features and benefits always getting implemented. Workshop software have improved all areas we have ever had concern with, within one phone call. Support - the support team are excellent and efficient Value - the annual fee is minuscule in comparison with other POS systems and the service and product are outstanding. I am a very happy workshop software user and would recommend to any mechanical workshop

Minpunten:

From time to time the system can run very slowly, namely Friday afternoon between 5 - 6pm when we are at our busiest. It is from workshop software end as all other systems we use run at normal speed. Otherwise no fault in system.

Very good program, love the constant updates that are relevant to what the customers want.

Pluspunten:

1/ very relevant updates 2/ easy to use 3/ friendly help staff 4/ company listens to the customers wants and updates as needed. 5/ price doesnt change -can access info anywhere in world(i wish reporting was better with that though)

Minpunten:

1/ reporting features are not good enough(needs to be specific) 2/ inspections should be printed on to one sheet, not multiple sheets. 3/ workshop software servers seem to slow down everyday around 3-5pm 4/ have to constantly clear chrome history when program has problems 5/ cant search for specific customer/ report info. 6/ if internet goes down, no way to use system from desktop 7/ cant customize jobsheets and invoices to suit our own systems, so they almost cant be used efficiently in our workshop. 8/ needs more integrations for nz based parts suppliers.(BNT, PARTMASTER) (repco not a trade orientated store in nz).

Time-saving and flexible

Opmerkingen: Although we are only five months into our subscription, Workshop Software has already saved us a lot of time when it comes to stock entry and customer management. We haven't yet utilised the full extent of program, but are looking forward to finding even more benefits. It's also encouraging to deal with a company which actually listens and takes feedback on board; it's definitely appreciated.

Pluspunten:

So much easier to use than our old system! The main search function is helpful, and it's great to be able to record multiple vehicles (or, in our case, bicycles) under individual customers. Being able to email invoices and job notes directly to customers is a huge bonus, too. There have also been several updates and upgrades since we first started using the program, which have been great; WS seem to be consistently striving to improve the platform.

Minpunten:

We have had some set-up difficulties (our issues with Xero still aren't resolved), and some of our support tickets have taken a while to be solved. (Others have been quickly attended to, though; it's usually related to the complexity of each issue.) The online manual is also a bit limited; for example, it will tell you how to access a report but not how to fully interpret it. That being said, the support staff have always been friendly to deal with, and seem to be doing their best to help us. On the wish-list front, it would be great to be able to export reports such as follow-ups to Excel as you can't do much with a PDF, and we also need a way to print out barcode labels for our retail shopfront. Hopefully these improvements will be rolled out at some point! We remain optimistic.

It has the bones of a great program, but very slow at bringing in simple features that would benefit

Pluspunten:

The program has the potential to be a great cost effective program for small businesses. The vehicle tracking is good, and the recent introduction of email log is good too.

Minpunten:

There are some features that if added would make Workshop Software a great grogram for small businesses. It still is a bit clunky for a program that has been around for a while. The ability to customise Invoices and to edit processed invoices would make life so much easier for our business. Also if the App was abled to be used for booking parts in and out instead of only timesheets, would make business a lot more steamline and stop profit slipping throught the cracks. Also if it had the ability to update prices of parts from recent purchases would be good too.

Been there since the start. Mostly works well but we have had our hiccups.

Pluspunten:

Easy to use and teach new users. We can keep track of open jobs easier, if the job card goes missing it is easily picked up in job centre.

Minpunten:

New features appear to be the priority. Bugs, or getting that new features to work properly come second. For example the app is un useable, although i am sure people buy in on this feature. To start jobs needs a minor overhaul. This is a very slow process. A start all today's jobs and create job cards would be great. The printed job cards also need work, they work but could be allot better.

Generally pretty good overall

Opmerkingen: A better billing and job tracking system

Pluspunten:

The look ups and ease of use. Registration lookups. The product entry database is good too especially now it has been modified to include GST

Minpunten:

The save feature where you loose data sometimes if saved in the wrong order. The print feature which seems to use a 3rd part application to print from. Sometimes I have to save the print file first. And lastly having to scroll to the bottom to save and having to scroll to the midsection to print Dont seen to be able to bulk enter products.

Rubbish customer service for international customers. Seem to pass the blame a lot.

Opmerkingen: Its a great database for vehicle information, other than that the service isn't great and there are too many glitches.

Pluspunten:

The software is fairly simple to use. This links with other programs such as Sage, MYOB, repco, xero, quickbooks and many more.

Minpunten:

Too many glitches and not enough support from them to rectify the problems. Have denied problems in the past. Seems like it was created by amateurs.

Easy to use, but basic functionality.

Opmerkingen: Easy to use and integrate with other programs.

Pluspunten:

Workshop Software keeps adding great updates to the program to keep improving its features. It integrates with accounting programs to make life easier and its easy to use and teach to other employees.

Minpunten:

From an accounting/book keeping perspective it has a lot to be desired. You can't make part payments after the invoice has been closed, you can't edit an invoice once its been closed, and you can't add workshop consumables or tools to the system unless you add them as a part. I think that there should be separate jobs you can open on an invoice where you can separate the parts and labour to each job.

Customer service is No.1

Opmerkingen: Excellent, [SENSITIVE CONTENT HIDDEN]in particular has delivered exceptional, prompt customer service - exactly what my business is built on. Nothing has been too hard and the team at Workshop Software always find a way to ad value.
Take the recent heath crisis - plenty of people talk - but the team at Workshop Software developed strategies to help us and our customers navigate through these times. Absolutely priceless in my opinion.

Pluspunten:

Easy, intuitive to use. Clear and precise.

Minpunten:

There are features I have no need for whilst some I do need but cant have with out extra $$ The Inspections feature needs to be able to be generated by the Techs on the mobile app. When the customer arrives they can use an I-Pad to take details create inspection and begin work. Customer to technician interaction is key to transparency.

This program is great if you want RSI

Opmerkingen: It keeps a record and thats about it

Pluspunten:

Very little. It is cheap (matches its performance)

Minpunten:

There are so many things that I asked to be addressed 10 months ago and I think none have been addressed. There are far too many mouse press actions to get what you need and you need to keep going in and out of sections of the program to achieve the result required. This is a very poor program to use. Not to mention the amount of times it actually goes offline.

sort of satisfied

Pluspunten:

Constant upgrades and improvements. Text and email reminders. Layout excluding gst option Easy to enter information Easy to learn Video showing how to do stuff

Minpunten:

Not totally NZ appropriate Too many options for transmission type Reminder format unable to op out Unable to delete un used products Ungrades that happen with out notice or option to op in or out Help desk hours Printing procedure 5 steps 3 to many. Doesn't auto save.

I love using workshop software - it makes my job so much easier and faster

Opmerkingen: Faster invoicing and quotes which keeps the customer happy and makes my job so much easier

Pluspunten:

I like how everything is at your fingertips when doing invoices and quotes. i like how there are so many settings and functions that you can do pretty much everything you need to do. I like the integration of popular suppliers which cuts down time.

Minpunten:

I don't like that there isn't a thing for warranty jobs - like there is no option for warranty. That would be the only thing that I like least.

Nifty Business Management Solution with Switched on Support Team

Opmerkingen: Scheduling mechanics time, bookings, inventory management, obtaining granular information on productivity and costs. Its all here.

Pluspunten:

I love how powerful this product is both from a business process perspective and a management reporting tool to analyse the business. It is very logical, intuitive and easy to use. You can use as many of the features as you need. The software takes a lot of the repetitive tasks out of your business processes and manages them in an elegant solution.

Minpunten:

Haven't found anything I would consider a drawback.

Could be good but too many faults

Pluspunten:

Easy to use easy to integrate overall idea of software would work. Great that it integrates with xero.

Minpunten:

Simple things not working causing us to have to move to another software package. Simple things such as invoices not adding up, mechanic reporting not working, clocked times not correct forcing us to manually check these things.