5 must-have workshop management software features

03 May 2021 Helpful Tips

A great workshop management software will streamline your day-to-day workshop processes and automate all your common manual data entry tasks, no matter how many customers you have. A workshop management software makes it so much easier for mechanical workshops to control, manage and grow their businesses from either the workshop or at home.

Your choice of workshop management software should offer you all the benefits needed including job management, booking, part sales and invoicing all in one central application.

Workshop Mate has put together a quick guide on the 5 must-have features your workshop management software needs.

What Workshop Management software features are important?

With so many features available for workshops it can be really hard to know what features are the most important. Here is a narrowed down list of 5-must have features:

  1. Job Management
  2. Parts Inventory
  3. Automated Reminders
  4. Unlimited Users
  5. Instant Support

1. Job Management

Job Management is an essential feature for all mechanical workshops. Job management allows you and your mechanics to keep on top of all your day-to-day jobs at any one time. No workshops wants a system that is unable to provide a vital benefits such as job creation, quotes, invoicing and clock in and off times.

Job Management tools will simplify the ability to manage all your day-to-day jobs. Not only this but a great job management feature should analyse and report on the efficiency of the workshop. Whatever the size of your business, with the right software in place with all these must-have features, your customer relationship management will be expertly taken care of.

2. Parts Inventory

Another must-have for your Workshop Management software is parts inventory. If your current software cannot accurately manage all the stock coming in and going out of your workshop, you will often have a big problem at stock check time.

A parts inventory feature should accurately track every time your workshop sells or gains a part, removing the need for manual and time-consuming and error filled paper stock take recording processes. The automated system should give you an instant overview to all your stock numbers at any time – you should no longer need to wait for the end of the month to find out where you sit as a workshop.

3. Automated reminders

Statistics show that 98% of people open a text message within 5 minutes of receiving it proving that automated reminders are so important for mechanical workshops.

How long do you spend on the phone chasing customers? It’s a frustrating task that the majority have to do on a day to day and often the customer does not pick up the phone on the first attempt. Your workshop management software should have an automated reminder feature that sends customers an automated service reminder or job completion text and email without the need for manual import.

Not only does this save your workshop hours in administration time it also grows your customer retention rate as every time a customer is up for service you can automatically remind them to book in with your workshop.

4. Unlimited Users

Your workshop management software needs to have access for all the mechanics in your Workshop so that everyone working in the workshop can log in and access their day-to-day tasks. A workshop management software that offers unlimited users at one fixed price will allow your workshop to manager and operate one centralised platform. Some software’s charge per user and adding additional users can cost up to $50 extra each month. If you have 10 mechanics, this could be almost $1000 in additional costings.

Unlimited users will enable your mechanics to check in, add, remove, sell, and check out of all their day-to-day jobs. This gives you an overview of who does what and when they were completed. You are able to easily manage efficiency and make the necessary changes at the appropriate time if needed.

Instant Support

One of the major features that go unthought of by many workshops is the support available to them. In some instances, emergencies could happen, you may not be able to log into the software, the software may of froze or you may have lost data. When an issue arises with your workshop management system, you will need an instant solution.

Your Workshop management system should provide you with instant support to a trained local team who understands the ins and outs of the software. Now, compare that to some providers who are based overseas and only offer email support.

Instant support provides your workshop with the peace of mind whilst using the program and removes the need for waiting on hold!

Where Workshop Mate can help?

Workshop Mate by Jeal is a simple and adaptable workshop management software solution that automates and streamlines the day-to-day tasks of managing a mechanical workshop.

Get all-in-one quotes, invoices, barcoding, parts inventory, SMS reminders, service history, job allocation and tracking, Xero/MYOB integration, and more to help you run your workshop efficiently.

Get set up in 10 minutes or less! Fast and Easy Data import, No new installation and software upgrades, 24/7 phone support from a local team and all data backed up on Microsoft Azure – the worlds most trusted cloud solution.

If you’ve never used Workshop Mate, now is the best time to have a go. Call us on 1300 473 744 to find what sets us apart or click below to start your trial.

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