Your product list in Workshop Software controls what appears when you add items to invoices and job cards. This guide explains how to add a job code, helping you keep your product catalogue organised and up to date.
Workshop Software allows you to distinguish between stock and labour items when entering your stock inventory so that you can enter labour lines on to an invoice, these labour lines can then have mechanic times clocked against them. 1. To add a new Job Code click on Products from the menu options down the left hand side of the screen and then click on the blue ‘+’ icon at the far right of the blue bar;
2. Enter the details of the Job Code;
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- Item Code is the only required field
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- In order for to distinguish the product as a Job Code/Labour Line change the Type to Labour
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- If you’d like to automatically update next service date in Vehicle details select ‘Yes’ for Service (for further information please refer to guide named ‘How to update a vehicles next service due date‘)
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Keeping your product list tidy helps your team find items quickly when building invoices and job cards.
Frequently Asked Questions
Will this change affect existing invoices that already include this product?
No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.
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.