Platinum Multi-Branch – How to add a vehicle and vehicle history from another branch

Keeping vehicle records accurate in Workshop Software ensures your service history, registration details, and customer associations are correct. This guide shows you how to platinum multi-branch – how to add a vehicle and vehicle history from another branch.

The following is a guide on working with Customers in Workshop Software’s Platinum Multi-branch system. This guide is specifically for anyone with Platinum Multi-Branch subscription. How to add a customer that has used another branch Please note: At this time, this feature can only be used in the customer quick add on invoice and events/bookings. 1. Click on the ‘+’ icon next to the main search bar in Workshop Software, and select ‘Customer Invoice‘ Workshop Software platinum multi-branch - how to add a vehicle and vehicle history from another branch showing '+' icon ne... 2. Select a customer. Workshop Software platinum multi-branch - how to add a vehicle and vehicle history from another branch showing customer 3. Click “+” to add a new vehicle. Workshop Software platinum multi-branch - how to add a vehicle and vehicle history from another branch showing "+" to add ... 4. Click on ‘Search Branches‘ Workshop Software platinum multi-branch - how to add a vehicle and vehicle history from another branch showing ' search br... 4. A pop up box will appear and you can now search with any of the following details in the ‘Search By‘ field :
    • Mobile
    • Email
    • Registration/Plate Number
    • VIN
Workshop Software screen showing mobile email registration/plate number vin 5. Enter the value in the field provided and click on ‘Apply‘. This will search for that item in all branches and provide a list. 6. Select the customer or vehicle that you want to use 7. Click on ‘Create & Add‘ to add the customer into your company system, and to add this also to the invoice or booking.
Please note: If you search by the mobile number or the email, only the customer will be added. HOWEVER, if you search by the Vehicle (VIN, Registration/Plate Number), it will bring BOTH the customer and the vehicle across to your branch.

Good to Know

  • You can find this option under Settings > Company Settings in the left-hand menu.
  • This feature is also available on the Workshop Software mobile app if you have mobile access enabled on your account.

Frequently Asked Questions

Do I need a specific subscription level for this feature?

Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.

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