Express Essentials: Getting Started with the Basic Plan

1. To use the integration, click on the Burson icon once you have gone into a job: Workshop Software screen showing to use the integration, click on the burson icon once you have gone into a job 2. It will come up with the below window, click on ‘Continue‘ and it will direct you into your Burson system: Workshop Software screen showing it will come up with the below window, click on ' continue ' and it will dire... 3. Open up your Ezyparts desktop system and you will see down the bottom in red will say ‘new request‘: Workshop Software bring over logbook services from burson to workshop software showing up your ezyparts desktop system and... 4. When you click on ‘view‘ it will show the car details, to start adding your parts – select ‘Search Parts‘: Workshop Software screen showing when you click on ' view ' it will show the car details, to start adding your...   5. Select ‘Logbook‘: Workshop Software bring over logbook services from burson to workshop software showing ' logbook '   6. Select the KM service that is relevant to the job and to bring over the job comment click on ‘Job Sheet*The job sheet can print out on your job card to tell the mechanic what needs to be done on the service. Workshop Software bring over logbook services from burson to workshop software showing km service that is relevant to the ... 7. Once you click on ‘Job Sheet‘ it will ask if you want to preview a schedule of operations in a PDF – select ‘no‘. This will still tell the system that you would like the job sheet information but not to print it right now. Workshop Software screen showing this will still tell the system that you would like the job sheet information... 8. Once you have finished selecting all your parts, navigate to the bottom right of your screen and select ‘Shop Cart‘: Workshop Software screen showing once you have finished selecting all your parts, navigate to the bottom right... 9. When you have reviewed the products, you can send them back to Workshop Software by clicking on ‘SEND TO W/shopSoft‘. Bursons will then take you into Workshop Software and it will have added all your products with the correct pricing, item codes etc. Workshop Software screen showing bursons will then take you into workshop software and it will have added all ... 10. Select ‘Continue‘ and then your parts will have been added to your job: Workshop Software bring over logbook services from burson to workshop software showing 'continue ' and then your parts wil... 11. If you then print your job card, you will see that the relevant service information has been added: Workshop Software screen showing if you then print your job card, you will see that the relevant service infor...

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