Keeping vehicle records accurate in Workshop Software ensures your service history, registration details, and customer associations are correct. This guide shows you how to update a vehicles next service due date.
1. You need to set up a product to be a service. You can have as many ‘Products‘ as you like set-up as ‘Service‘. For example, you may have a Minor Service and a Major Service.
For more details on how to set-up a product please follow this guide:
2. Next, make sure that the vehicle has a Service Interval date set. This can be done by opening up the vehicle’s edit screen and adding a number into the Service Interval box. This number is the number of months before the next service (for example, 6 months, 12 months etc).
* Make sure you save this change
3. When you have a customer come in for a service make sure you are using the Labour product that has the ‘Service‘ toggled to ‘YES‘ on the invoice and attaching the customer vehicle to the invoice.
The Next Service date will be updated as soon as the invoice is processed.
You can turn on the “Ask For Due Dates On Process Invoice” toggle in your Company Settings to prompt you to update the due dates for each vehicle when you process and invoice.
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
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 above, check your current plan or contact the Workshop Software team.