Workshop Software lets you set up my customer’s preferred method of contact through your account settings. Adjusting this setting ensures your workflow matches the way your workshop operates. The change takes effect immediately once saved. Follow the steps below to update this setting.
This is an important field to keep up-to-date as the system uses this to determine how to contact your customer for their automatic service, rego and booking reminders. 1. To set the preferred method of contact for your customer, to go the customer profile. Click on ‘Customer‘ from the left-hand navigation bar in Workshop Software.
2. Use the ‘Filter’ field located in the top right hand corner of the main screen to search for an existing customer.
3. Double click on the customer line you want to edit OR click on the ‘blue pencil‘ icon.
4. The ‘Preferred Method of Contact‘ field is located on the 7 row on the far right of the screen, use the dropdown box to choose which method of contact your customer prefers.
Please note: Ops Out means the customer will not receive any automatic messaging from the system, it works in the same way as when you ‘unsubscribe’ to a company’s emails/newsletters. Document is if the customer preferred to receive a letter mailed to them.
5. Don’t forget to scroll down and click on the green ‘Save‘ button to save any changes you have made.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a customer by name, phone number, or email address using the search bar.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Navigate to Settings in the left-hand menu. The specific option is described in the steps above.
Can I change this setting back later?
Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
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