What Features Does a Workshop Management Software Have?

23 Nov 2023 Helpful Tips

what features workshop management software 

Have you thought about implementing a Workshop Management Software at your Workshop? Good workshop management software will streamline your daily tasks and give you more time to focus on growth. But what exactly makes a good Workshop Management Software? It’s features…

Workshop Mate has put together a complete guide of features the best Workshop Management Software’s have in 2023.

Let’s get into it.

1. Bookings

What is the most important part of running a mechanical Workshop? Taking and receiving customer bookings. Let’s face it taking customer bookings manually is time-consuming and prone to error. To put it simply, taking bookings manually in 2023 will set your Workshop back. The first and one of the most important features a Workshop Management Software has is booking management.

A Workshop Management Software like Workshop Mate will allow your mechanics to simply take and record customer bookings. Integrated with your Workshop website, bookings can seamlessly sync into your calendar without your staff needing to do anything. Think about how much time your team will save daily!

2. Job Management

One of the biggest mistakes many Workshops make it 2023 is managing jobs manually. If your Workshop is doing multiple repair or service jobs a day, it is easy to get lost of where things are at or who is responsible for what. The last thing your Workshop wants is delayed repairs or staff setbacks.

Another key feature that Workshop Management Software’s like Workshop Mate has is Job Management functionality. In Workshop Mate, you can assign, track and transfer jobs simply in one simple, easy to use solution. When your mechanics arrive at work, they will log in and immediately see what needs to be done and by when. This will streamline your process and reduce the risk of overdue service or repair requests.

3. Stock Management

It’s no secret that stock management can make or break your Workshop. If your Workshop doesn’t effectively manage stock, you can end up with too many or too little parts, either option will cost your Workshop thousands. One of the biggest benefits of implementing a Workshop Management Software is it completely automates stock management.

In Workshop Mate, parts numbers automatically update as you buy and sell. What’s better? All your team needs to do is click a button to export a report and you can see where you stand, fast, easy, simple.

4. Accounting Integration

How many hours does your accountant need to complete their tasks? The more time your accountant needs to complete the required work, the more your Workshop will be charged. One of the biggest ways a Workshop management software can help save you money is through accounting integration.

Workshop Mate Mechanic Management Software seamlessly integrates with leading accounting packages Xero and MYOB. When your system is integrated, data will sync from the program of entry to the other integrated program instantly, removing the need for manual data entry.

Think about how much time this will save your accountant! When they log in all the required information from purchase orders, invoices everything will be in their system and ready to go. This will significantly minimise the time they need to complete their work which will result in a lower fee!

5. Customer Relationship Management

When it comes to running any business, nothing is more important than Customer Service. In such a competitive industry, customer service is often all it takes for someone to choose you over another shop so it’s imperative you do everything in your power to create an unforgettable experience. A Workshop Management Software will help you do this.

Using a Workshop Management Software like Workshop Mate you can automate customer booking reminders, keep detailed customer records and more in the click of a button. The benefit of having access to these types of features is it will help you provide a more personalized experience that cannot be replicated if you manage your Workshop manually.

6. Parts Ordering

Does your Workshop use multiple parts suppliers? If so, you would know how frustrating and time-consuming it can be having to order from each individually on a daily basis. Another powerful feature that the best Workshop Management Software’s have is Parts ordering integration.

Workshop Mate Mechanic Software integrates with parts suppliers Repco and Burson EzyPars allowing easy online parts ordering, automatic syncing of parts information, and efficient part assignments. With Workshop Mate, you never need to use multiple websites to order parts again!

Final Word,

A Workshop Management Software is only as good as it’s features. If you are looking to implement a Workshop Management Software at your Workshop, it is important that you look into the features of your preferred provider. Workshop Mate by Jeal is a simple and adaptable Workshop Management Software that has all the features needed to operate your Workshop seamlessly and more. With Unlimited Users at one fixed price, streamlining your Workshops operations has never been easier.

We hope you enjoyed reading this article. To read more articles like this, please visit the Workshop Mate latest news page here.

About Workshop Mate,

Workshop Mate by Jeal is an Australian, Web-based, Workshop Management Software that simplifies and automates the daily tasks of running a mechanical Workshop. Using innovative technologies, Workshop Mate removes common frustrations experienced at the Workshop – opening your doors for future growth.

Workshop Mate features include Job Management, Stock Management, Quotes, Invoicing, Integrated Accounting, Barcoding, Customer Bookings, Service History, Job Allocation and more – in the one central, easy-to-use application.

Never tried Workshop Mate? Give Workshop Mate a try today for free! Click the button below to start your 14-day free trial.

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