How to print a job card

This article explains how to print a job card for a single vehicle or bulk print all job cards for a specific day in Workshop Software. If you are running a paperless workshop using a tablet, you do not need to print job cards — the mechanic can view them on-screen.

Step 1: Print a Single Job Card

1. Click on Transaction Centre.

2. Click on the customer details for an existing job, then press the Pencil icon to open the invoice.

3. Add any information or notes you want the mechanic to see in the Job Card Notes section at the bottom right-hand corner of the page. Notes entered here will only appear on a job card — they will not print on an invoice.

4. Once you have saved any job notes, click on the pop-out icon next to the Star icon on the right-hand side and select Print Job Card from the drop-down menu.

5. The job card will open in a new tab for you to view and print. The mechanic can add notes by hand, which can then be entered into Workshop Software later.

Please note: Gold subscription users using the mobile app can have mechanics add or change job card notes directly via the app, which will automatically sync to Workshop Software.

Step 2: Bulk Print Job Cards for a Day (Gold Users)

Gold subscription users and above can bulk print all job cards for a specified date. There are two places to do this.

From the Dashboard

1. On the Dashboard, click the Star icon in the top right-hand corner above the sales figures, then select Print Jobs for Date.

2. Enter the date you want to print job cards for, then click the green Run button.

3. A pop-up will ask if you are sure you want to proceed — click the green Yes button.

4. All job cards for the specified day will open in a new tab. Hover over the top right-hand corner to access the print options.

From the Transaction Centre

1. Click on the Star icon.

2. Select Print Jobs For Date from the drop-down menu.

3. Enter the date and click the green Run button.

4. Confirm by clicking Yes, then the job cards will open in a new tab for printing.

Good to Know

• Job Card Notes only appear on the printed job card — they do not print on customer invoices.
• Bulk printing of job cards for a specific date is available for Gold subscription users and above.
• Gold users with the mobile app can have mechanics update job card notes digitally without needing to print.

Related Articles

• Add notes to an invoice

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide