Add Vehicle Details to a Booking or Job Card – Customer Invoice

When creating a booking or job card in Workshop Software, you need to select or add a vehicle to include its details on the invoice. This guide shows you how.

Step 1: Select an Existing Vehicle

1. When creating a booking or job card for a customer, look for the Select a Vehicle (Optional) section.
2. If the customer already has vehicles registered, a list will appear.
3. Click on the desired vehicle to select it.

Important: Simply seeing the list does NOT mean a vehicle has been selected. You must click on the vehicle to include it.

Once selected, the heading will change from “Select a Vehicle (Optional)” to the vehicle’s registration number:

Step 2: Add a New Vehicle (If Needed)

1. If the vehicle is not in the system, click the + button.
2. Enter the Registration, Body Type, and any other information you have.
3. Click Save.

Good to Know

• You must actively click on a vehicle to select it — the list appearing does not auto-select.
• Adding a vehicle here also saves it to the customer’s profile for future use.
• Vehicle details will appear on the printed invoice and job card.

Frequently Asked Questions

Can I change the vehicle on an invoice after creating it?

Yes, as long as the invoice has not been processed, you can change or update the vehicle selection.

What if the customer has multiple vehicles?

All vehicles registered to the customer will appear in the selection list. Click the one relevant to the current job.

Also Explore

• Job Management — Feature Overview
• Workshop Software Mobile App — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide