workflowmania.com user manual v1.0

7/29/2019 WorkFlowMania.com User Manual V1.0

1/114

A Complete Solution for Repair Shops

2012-2014 Copyrights Reserved WorkFlowMania

WorkFlowMania USERGUIDE


2/114

anVVa

WorkflowMania User Guide

Document Change History

Version Date Description Author

1.0 21/01/2013 Version 1.0

User Documentation Draft Pulomas


3/114

anVVa


About User Documentation Version 1.O

Product Copyright WorkFlowMania

The WorkFlowManiaand its documentation are protected by copyright law and international

treaties. Unauthorized reproduction or distribution of this program, or any portion of it, may

result in severe civil and criminal penalties, and will be prosecuted to the maximum extent

possible under the law. The products described in this document are furnished under license

agreement by WorkFlowMania. The information contained in this document is subject to

change without notice. Although every effort is made to update documentation in a timely

manner, WorkFlowMania does not assume responsibility for the accuracy of the information

presented.

Companies, names and/or data used in screens and sample output are fictitious unlessotherwise noted. All trademarks are the property of their respective owners.

Document Purpose

The purpose of this document is to help you to understand WorkFlowMania and provides you

the easy and best ways to utilize the potentials of the application to the maximum.

Audience

This document is written for all users and support members who work and use

WorkFlowMania.

Relevant URLs

Name URL

WorkFlowMania Site http://workflowmania.com/Support FAQ

Purchase

Contact


4/114

anVVa


Contents

1. Getting Started ....................................................................................................................................................... 8

1.1 Overview........................................................................................................................................................... 8

1.2 Features ............................................................................................................................................................ 81.3 Benefits ............................................................................................................................................................. 9

1.4 System Requirements.................................................................................................................................. 9

1.5 Signing Up for WorkFlowMania .............................................................................................................. 9

1.6 Logging in to WorkFlowMania ............................................................................................................. 13

1.7 Retrieving Password.................................................................................................................................. 15

1.8 Logging Out of WorkFlowMania ......................................................................................................... 17

1.9 Support .......................................................................................................................................................... 182. Understanding WorkFlowMania Interface ................................................................................................ 18

2.1 Primary Navigation.................................................................................................................................... 19

2.2 Secondary Navigation .............................................................................................................................. 20

2.3 Right Panel ................................................................................................................................................... 21

2.4 Dashboard Options ................................................................................................................................... 22

3. Admin Settings .................................................................................................................................................... 23

3.1 Configuring Store Settings ..................................................................................................................... 243.2 Configuring Work Logs ........................................................................................................................... 29

3.2.1 Restoring Default Settings ................................................................................................................. 32

3.3 Managing Staff ........................................................................................................................................... 33

3.3.1 Adding a New Staff .............................................................................................................................. 33

3.3.2 Editing a Staff.......................................................................................................................................... 36

3.3.3 Deleting a Staff....................................................................................................................................... 38

3.3.4 Enabling/Disabling a Staff.................................................................................................................. 393.4 Managing Service Item ............................................................................................................................ 41

3.4.1 Adding a New Service Item ............................................................................................................... 41

3.4.2 Editing a Service Item .......................................................................................................................... 43

3.4.3 Deleting a Service Item ....................................................................................................................... 44


5/114

anVVa


3.4.4 Enabling/Disabling a Service Item .................................................................................................. 45

3.5 Managing Parts & Labor ......................................................................................................................... 46

3.5.1 Adding a New Part & Labor .............................................................................................................. 46

3.5.2 Editing a Part & Labor ......................................................................................................................... 49

3.5.3 Deleting a Part & labor ....................................................................................................................... 51

3.5.4 Enabling/Disabling a Part & labor .................................................................................................. 52

3.5.5 Managing Vendors ............................................................................................................................... 54

3.5.5.1 Adding a New Vendor ......................................................................................................................... 54

3.5.5.2 Editing a Vendor .................................................................................................................................... 56

3.5.5.3 Deleting a Vendor ................................................................................................................................. 57

3.5.5.4 Enabling/Disabling a Vendor ............................................................................................................ 58

3.6 Exporting Data ............................................................................................................................................ 59

3.7 Manage Message Settings ..................................................................................................................... 61

3.7.1 Configuring Customer Messages .................................................................................................... 62

3.7.2 Configuring In-Store Messages ....................................................................................................... 62

3.8 Configuring Image Setting Options.................................................................................................... 63

3.9 Configuring Email options ...................................................................................................................... 64

4. Working with Customers ................................................................................................................................. 67

4.1 Adding a New Customer ......................................................................................................................... 67

5.1 Editing a Customer .................................................................................................................................... 70

4.2 Deleting a Customer ................................................................................................................................. 73

4.3 Managing Customer Notes .................................................................................................................... 74

4.3.1 Adding a Customer Note ................................................................................................................... 74

4.3.2 Editing a Customer Note .................................................................................................................... 76

4.3.3 Deleting a Customer Note ................................................................................................................. 77

4.4 Creating a New Ticket from Customers ............................................................................................ 78

4.5 Managing Equipment List....................................................................................................................... 83

4.6 Managing Customer History ................................................................................................................. 85

4.7 Searching for a Customer ....................................................................................................................... 86

5. Managing Tickets ............................................................................................................................................... 88


6/114

anVVa


5.1 Managing Open Tickets .......................................................................................................................... 88

5.2 Adding a new note .................................................................................................................................... 90

5.3 Adding a Work Log ................................................................................................................................... 91

5.4 Adding a part or labor ............................................................................................................................. 92

5.5 Add new ticket payment ......................................................................................................................... 95

5.6 Printing Tickets ........................................................................................................................................... 96

5.7 Todays Tickets............................................................................................................................................ 97

5.8 Unpaid Tickets ............................................................................................................................................. 98

5.9 My Tickets ..................................................................................................................................................... 98

5.10 Completed Tickets ..................................................................................................................................... 99

5.11 Pick Up Tickets ............................................................................................................................................ 99

5.12 Void Tickets .................................................................................................................................................. 99

5.13 Searching for a Ticket ............................................................................................................................. 100

5.14 Sending Ticket Link and Message to the Customer ................................................................... 102

5.15 Checking the Ticket Status (Customer) ........................................................................................... 103

6. Managing Reports ........................................................................................................................................... 105

6.1 Generating a Report ............................................................................................................................... 106

6.2 Ticket Reports............................................................................................................................................ 106

6.2.1 Ticket Type Counts & Totals Report ............................................................................................ 106

6.2.2 Tickets with outstanding balance.................................................................................................. 107

6.3 Sale Reports ............................................................................................................................................... 107

6.3.1 Service Item Repairs & Totals Report .......................................................................................... 108

6.3.2 Parts & Labor Sales Report .............................................................................................................. 108

6.4 Parts and Inventory ................................................................................................................................. 108

6.4.1 Output Entire Parts & Inventory .................................................................................................... 108

6.4.2 New Parts and Inventory .................................................................................................................. 109

6.4.3 Low Inventory Report ........................................................................................................................ 109

7. Working with Planner ..................................................................................................................................... 110

7.1 Adding an event ....................................................................................................................................... 110

7.2 Adding a plan on specific time ........................................................................................................... 112


7/114

anVVa


7.3 Editing an Event ........................................................................................................................................ 113

7.4 Deleting an Event ..................................................................................................................................... 114


8/114

anVVa


1.Getting Started

1.1 Overview

WorkflowMania is an online software that helps you to configure and manage repair shops, its

work logs, staff, customers, invoices and tickets. It is a one stop solution, ideally designed for

computer repair shop or any repair shop. The software is incredibly easy to use and packed with

lots of essential features. It helps to create, manage and track customer based service tickets

and work flows while providing your customers with accountability and responsiveness they

deserve.

This User Manual helps you to understand WorkFlowMania and provides you the easy and best

ways to work with WorkFlowMania. You will be able to understand the basics quickly and you

will also find that its Dashboard is very easy to use. If you still have questions, dont worry! We

are always there to assist you. Contact our technical support team.

1.2 Features

Configure repair shop settings

Add and remove service items

Manage work logs Configure part and labor

Export data

Manage staff

Assign roles and responsibilities

Track workflows

Enable or disable parts

Manage customers

Searchable options

Manage all tickets

Communicate via Notes

Inventory management

Set low inventory triggers

Generate various reports

Manage events through planner


9/114

anVVa


1.3 Benefits

Register quickly and easily

Browser based and requires no software installation

Use incredibly simple and intuitive interface

Store and control wide variety of repair shop tickets

Increase your productivity and efficiency

Efficiently track ticket logs

Communicate and co-ordinate between different staff and customers

Unlimited & hassle free management of customer relations

Easily adaptable to individual requirements

Reduces and controls your costs Save Your Time, Money and Effort

Avail Experienced Support from Experts

1.4 System Requirements

System Requirements

Operating System Any OS (Including all Linux Derivatives)

RAM 1 GB and above

Screen Resolution SVGA (1024x768 with 16-bit color) or greater

Internet Connection DSL or Broadband

Browser Internet Explorer 6 and above

Other Software Microsoft Excel

Additional Requirements HTTPS Enabled in the Browser

Javascript and Cookies Enabled in the Browser

Enable HTTP 1.1 support in your browser

1.5 Signing Up for WorkFlowMania

Signing up for WorkFlowMania is very easy. Simply follow the steps given below.


10/114

anVVa


1. Open the browser and enter in the Address bar, the URL for the WorkFlowMania home

page,http://workflowmania.com/

The WorkFlowMania home page will be displayed.

2. Click the Start Your Free Trial button.

The WorkFlowMania Login page will be displayed.

URL

Click our free trial
http://workflowmania.com/http://workflowmania.com/http://workflowmania.com/http://workflowmania.com/


11/114

anVVa


3. Click the REGISTERbutton in the Login section.

The Sign Up page will be displayed. Begin entering the required information in the fields.

Note : The * sign in the field name denotes that the entry to the field is mandatory.

Click REGISTER


12/114

anVVa


4. Enter your first name in the First Name text entry box.

5. Enter your last name in the Last Name text entry box.

6. Enter your email id in Your Email text entry box.

7. Select the type of the shop from the Shop Type drop down list.

8. Enter the name of the shop in the Store Name text entry box.

9. Enter the name of the street in the Street text entry box.

Click REGISTER

4

5

6

7

8

9

10

11

12

13


13/114

anVVa


10.Enter the name of the city in the City text entry box.

11.Enter the name of the state in the State text entry box.

12.Enter the zip number in the Zip text entry box.

13.Enter the phone number in the Phone text entry box.

14.Click the REGISTERbutton at the end.

You will receive a welcome mail from workflowmania.com. Check your mail.

Note down the password for logging into WorkFlowMania. Anytime you can change this

password after logging into the application.

1.6 Logging in to WorkFlowMania

Accessing and logging into WorkFlowMania is very easy. Simply follow the steps given below.

1. Open the browser and enter in the Address bar, the client specific URL for the

WorkFlowMania application.

Password


14/114

anVVa


The WorkFlowMania login dialog will be displayed.

2. Enter the user name in the Email text entry box.

3. Enter the password in the Password text entry box.

4. Click the LOGIN button.

2

3

URL

Click LOGIN


15/114

anVVa


Note: You can check the Remember Me button in case you wish the system to remember the

password when you login for the next time.

The WorkFlowMania Dashboard page will be displayed. You can start exploring the options

within WorkFlowMania.

1.7 Retrieving Password

If you forget the password for access to your WorkFlowMania application, you can request for

a new password. To do so, follow the steps given below.

1. On the WorkFlowMania Login dialog, click the Forgot Your Password link to the right of

the Remember Me field.


16/114

anVVa


The Forgot Password dialog will be displayed.

2. Enter your email id in the Email text entry box. Note that the symbol (*) in the field denotes

that the field is mandatory.

3. Click the SEND button.

4. You will receive an email from the WorkFlowMania team with a new password. A sample

mail is given here.

Click For ot Password

Click SEND


17/114


18/114


19/114


20/114


21/114

anVVa


2.3 Right Panel

The Right Panel is default for all windows and provides quick access to Tickets, Customer,

Reports and Planner modules.

Tickets This section allows you to select required ticket categories and search for a

ticket based on criteria. The available options are

o Open Tickets that are active and open.

o Todays Tickets that are created Today.

o Unpaid Tickets that require payments to be made.

o My Tickets Tickets that are created by logged in user.

o Complete Tickets that are completed and closed.

o Pickup Tickets related to the items that are ready for pickup after fixing them.

o Void Tickets thatare cancelled.

o Search Search for required ticket based on various criteria.

o New Tickets Tickets that are newly created.


22/114


23/114


24/114

anVVa


You can access all the admin settings in the secondary navigation bar. It has options for

configuring Settings, Staff, Service Items, Parts & Labor, Data Export, Messages, Pics &

Files and Email Settings.

3.1 Configuring Store Settings

The Settings allow you to configure store, service ticket, printout preferences, service item and

parts & labor settings.

1. Click the Settings option in the Secondary Navigation bar.

The Store Setting page will be displayed. Configure the required options for customizing the

store.

Admin Settin s


25/114

anVVa


In the Store Settings section, you can configure the basic store information.

2. Select the type of the shop from the Store Type drop down list.

3. Enter the name of the shop in the Store Name text entry box.

4. Enter the name of the street in the Street textentry box.

5. Enter the name of the city in the City text entry box.

6. Enter the name of the state in the State text entry box.

7. Enter the zip number in the Zip text entry box.

8. Enter the phone number in the Phone text entry box.

9. Enter the alternate phone number if any, in the Alt Phone text entry box.

4

5

6

7

8

9

10

11

12

13

3

2


26/114

anVVa


10.Enter the fax number in the Fax text entry box.

11.Select the time difference if the time zone is other than Eastern/Central/Mountain/Pacific

time from the Time Difference drop down list.

12.Enter the email id of the store in the Store Email text entry box.

13.Enter the PayPal email id that can be used to receive payments in the PayPal Email text

entry box.

Scroll down to access Service Ticket Settings.

The Service Ticket Settings allow you to configure ticket terms, prefixes and next ticket

numbers.

14.Enter the ticket terms in the Ticket Terms text entry box.

15.Enter the prefix for the ticket in the Ticket Prefix text entry box.

16.Enter the next ticket number in the Next Ticket Number text entry box. It is an optional

field. If the value is zero, the ticket numbers are in MMDDYY.# format.

Scroll down to Printout Preferences.

14

15

16


27/114

anVVa


The Printout Preferences section allows you to configure history on receipt, ticket notes and

images for printout.

17.Select the option to configure history on printed receipt from the History on Receipt dropdown list. The available options are Show History on Printed Receipt and Hide History on

Printed Receipt.

18.Select the option to configure ticket notes on printed receipt from the Ticket Notes on

Receipt drop down list. The available options are Show Ticket Notes on Printed Receipt

and Hide Ticket Notes on Printed Receipt.

19.Select the option to configure images on printed receipt from the Images on Printout drop

down list. The available options are Yes and No.

Scroll down to Service Item Settings.

17

18

19

20

21

22


28/114


29/114

anVVa


25.Enter the commission percentage on parts in the Commission on Parts text entry box.

26.Enter the commission percentage on labor in the Commission on Parts on Labor text entry

box.

27.Enter the name of the part in the Part Desc Label #1 text entry box. Note that this field is

mandatory.

28.If you are configuring more parts, enter the Part Desc Label #2 and Part Desc Label #3

accordingly.

29.To notify when inventory is low, you can activate low inventory trigger. Select the required

option as Yes or No from the Low Inventory Trigger drop down list.

30.Finally click the Submit button at the end.

3.2 Configuring Work Logs

Work Logs allow you to configure the items to be used in work logs or work flows.

1. Click the Settings option in the Secondary Navigation bar.

The Store Setting page will be displayed.

2. Click the Work Log Mgymt tab.

By configuring work logs, you can choose which items you wish to include / record on your

repair tickets. You can also "customize" the text displayed for any given Work Log entry AND

ALSO the default "Details" to be included with the Work Log entry. You may also define / set the

order in which the Work Log entries appear within the drop-downs that contain these Work Log

choices. You can also set custom colors for any of the active work flow steps. Finally, you canselect whether or not the Work Log entry is printable or not.


30/114

anVVa


3. There are default work log entries and you can provide your own values in the Displayed (Or

Custom Values). Enter the required value for customizing in the text box of the Displayed

(Or Custom Values) column for the specific work log entry. For Example, the Work log entryfor Diagnosing has the custom value also as Diagnosing.

4. Enter the default value for the work log entry in the Default Detail text entry box.

5. Set the order of preference for the work log entry by choosing the required value from the

Order drop down list.

Note: Reason for Service and Closed / Ready for Payment are required by RepairTRAX and

Reason for Service must be item #1 on the list.

4

5 63 78


31/114


32/114

anVVa


9. Simply put in your custom Work Log entry (like "Work Approved" or anything you like) and

then turn it from OFF to a display order (which is the order it appears in the Drop-Down

when you click Add to Work Log from a ticket).

10. Click the Submit button.

3.2.1Restoring Default Settings

At any time, you can restore the default settings.

1. To do so, click the link to reset the default settings as shown below.

Click Submit

9

Click Link


33/114

anVVa


The confirmation message box asking you to confirm the restoration will be displayed.

2. Click the OKbutton.

The default values of work log entries will be restored.

3.3 Managing Staff

The Staffallows you to add, edit, remove, enable or disable and manage the employees within

the store.

3.3.1Adding a New Staff

1. Click the Staffoption in the Secondary Navigation bar.

The Staffpage will be displayed.

2. To add a new staff, click the Add New Staffbutton.

Click OK


34/114

anVVa


The Add New Staffdialog will be displayed.

Click Submit

4

5

6

7

8

9

10

11

12

3

13

Click Add New Staff


35/114


36/114

anVVa


15.Finally, click the Submit button.

The new staff will be added to the list of existing staff members.

3.3.2Editing a Staff

1. To edit a staff, click the Edit button in the first column of the staff member that you wish to

edit.

The Edit Selected Staffdialog will be displayed. Begin editing the required fields.

Click Edit


37/114


38/114

anVVa


6. Select the logout option for the staff from the Auto Logout drop down list. The available

options are Never-Staff Member Stays Signed In Until Logout, Auto Logout after 15

minutes No Activity, Auto Logout after 30 minutes No Activity, Auto Logout after 45

minutes No Activity, Auto Logout after 60 minutes No Activity, Auto Logout after 90

minutes No Activity and Auto Logout after 120 minutes No Activity.

7. Select the position of the staff from the Position drop down list. The available options are

Store Employee and Store Administrator.

8. Select the restriction for ticket entries from the Restrict Ticket Entries drop down list. The

available options are No-This staff can modify any service ticket entry and Yes This

staff can modify their service ticket entry.

9. If you wish to assign this staff to all the new tickets, check the box behind the field, This

Person is the Default "Assigned To" for All New Tickets.

10.Edit the email id of the staff in the Email text entry box. Note that this field is mandatory.

11.Edit the password for the staff in the Password text entry box. Note that this field is

mandatory.

12.Edit the phone number of the staff in the Phone text entry box.

13.Edit the alternative phone number of the staff if any, in the Alt Phone text entry box.

14.Finally, click the Submit button.

The changes made to the staff will be updated.

3.3.3Deleting a Staff

1. To delete a staff, click the Delete button in the last column of the staff member that you

wish to delete.


39/114

anVVa


The confirmation message box asking you to confirm the deletion of the selected staff member

will be displayed.


The selected staff will be removed from the list of the existing staff members.

3.3.4Enabling/Disabling a Staff

You can enable or disable a staff member.

1. To disable a staff member, click the Edit button in the first column of the staff member that

you wish to disable.

Click OK

Click Delete


40/114


41/114


42/114


43/114


44/114


45/114


46/114

anVVa


5. Click the Restore button in the last column of the service item that you wish to enable.

The confirmation message box asking you to confirm the restoration will be displayed.


The service item will be in enabled mode and displayed in the Enable Service Item section.

3.5 Managing Parts & Labor

The Parts & Labor allows you to add, edit, remove, enable or disable and manage the Parts &

Labor.

3.5.1Adding a New Part & Labor

1. Click the Parts & Labor option in the Secondary Navigation bar.

The Part & Labor page will be displayed.

2. To add a new part & labor, click the Add New Part & Labor button.

Click OK


47/114


48/114


49/114

anVVa


The new part & labor will be added to the list of existing parts & labor.

3.5.2Editing a Part & Labor

1. To edit a part & labor, click the Edit button in the first column of the part & labor that you

wish to edit.

The Edit Selected Part & labor dialog will be displayed. Begin editing the required fields.

Click Edit


50/114


51/114

anVVa


7. Edit the low quantity that triggers low stock on new parts in the Low NEW Stock Trigger

text entry box.

8. Edit the low quantity that triggers low stock on used parts in the Low USED Stock Trigger

text entry box.

9. Edit the description of the part or name of the part & labor in the Part Description text

entry box. Note that this field is mandatory.

10.Edit the location or bin of the part & labor in the Location/Bin text entry box.

11.Edit the wholesale cost part & labor in the Wholesale Cost text entry box.

12.Edit the cost of the new part & labor in the Cost New text entry box.

13.Edit the cost of the used part & labor in the Cost Used text entry box.

14.Check the box behind the Taxable field if the cost involved is taxable.

15.Edit the labor cost involved in the Labor Cost text entry box.

16.Check the box behind the Labor Taxable field if the cost involved on the labor is taxable.

17.Click the Submit button.

The changes made to the part & labor will be saved.

3.5.3Deleting a Part & labor

1. To delete a part & labor, click the Delete button in the last column of the part & labor that

you wish to delete.


52/114


53/114


54/114


55/114


56/114


57/114


58/114

anVVa


The selected vendor will be removed from the list of the existing vendor.

3.5.5.4 Enabling/Disabling a Vendor

You can enable or disable a vendor.

1. To disable a vendor, click the Edit button in the first column of the vendor that you wish to

disable.

2. In the Status field, select the Inactive option.


The vendor will now be in the disabled mode and listed in the Disable Vendor section.

4. To enable the vendor, click the Disable Vendor tab.

The list of all disabled vendor will be displayed.

Click Submit

2


59/114


60/114


61/114


62/114

anVVa


3.7.1Configuring Customer Messages

1. Click the Messages option in the Secondary Navigation bar.

By default, the Customer Messages Setting page will be displayed.

2. Select the message trigger from the Work Log Entry drop down list.

3. Select the message sending option from the Message Option drop down list.


The Customer Communication setting will be configured.

3.7.2Configuring In-Store Messages

1. Click the Messages option in the Secondary Navigation bar.

2. Click the In-Store Messages tab.

Click Submit

3

2


63/114


64/114


65/114

anVVa


2. Click the Edit button in the template that you wish to edit.

The Edit Selected Email Setting dialog will be displayed.

3. Edit the email subject in the Email Subject text entry box. Note that the field is mandatory.

Click Submit

4

3

Click Edit


66/114


67/114


68/114


69/114


70/114

anVVa


The new customer will be added to the list of existing Customers.

5.1 Editing a Customer

1. To edit a customer, click the Edit button in the first column of the customer that you wish to

edit.

2. The Edit Selected Customer dialog will be displayed. Begin editing the required fields.

Click Edit


71/114

anVVa


3. The Red Flag indicates that there is some issue with the customer. To show that issue exists,

select the red flag option as On from the Red Flag drop down list.

Click Submit

4

5

6

7

8

9

10

11

12

13

3

14

15

16

17

18


72/114


73/114


74/114


75/114


76/114

anVVa


4.3.2Editing a Customer Note

1. To edit a customer note, click the Edit button in the first column of the customer note that

you wish to edit.

The Edit Selected Customer Note dialog will be displayed. Begin editing the required fields.

Click Submit

3

Click Edit


77/114

anVVa


2. Edit the description or note that you wish to write in the Customer Note text entry box.


The changes made to the note will be saved.

4.3.3Deleting a Customer Note

1. To delete a customer note, click the Delete button in the last column of the customer note

that you wish to delete.

The confirmation message box asking you to confirm the deletion of the selected customer note

will be displayed.

Click OK

Click Delete


78/114


79/114


80/114


81/114

anVVa


16.In the next step, provide service item information. Select the required service item from the

Service Item drop down list.

17.Enter the name for the new service item in the Add New Service Item text entry box.

18.Enter the tracking number for the service item in the Tracking Number text entry box.

19.Enter the stated value for the service item in the Stated Value text entry box.

20.Enter the serial number of the service item in the Serial Number text entry box.

21.Enter the service tag of the service item in the Service Tag text entry box.

22.Enter the operating system of the service item in the Operations Systems text entry box.

23.Enter the password if any, to access the system in the Computer Password text entry box.

Click Next

16

17

18

19

20

21

22

23

24


82/114


83/114

anVVa


32.Click the Finish button.

The new ticket will be opened and details of the same are displayed.

For more information on managing the tickets, refer toManaging Ticketssection.

4.5 Managing Equipment List

You can manage equipment list specific to the customer.

1. In order to do so, select the Equipment List option from the drop down list in the right

column of the customer.


84/114


85/114

anVVa


For more information, refer toManage Ticketssection.

4.6 Managing Customer History

You can view and manage customer history of all customers.

1. In order to do so, select the Customer History option from the drop down list in the right

column of the customer.


86/114


87/114

anVVa


The auto search will filter the results as you enter the customer name. The search results will be

displayed with the filtered values.

Enter Search Value

Filtered Result


88/114

anVVa


5. Managing Tickets

The Tickets module allows you to create, edit, delete, enable or disable tickets. You can manage

all types of tickets such as New, Open, Todays, Unpaid, My Tickets, Complete, Pickup and Void

tickets.

5.1 Managing Open Tickets

The Open tickets have the tickets that are active and are in use.

1.

Click the Tickets option in the Primary Navigation bar.

The Open Tickets Detail page will be displayed.

2. Click any ticket to view its details.

The detailed Ticket Information along with Customer Information, Service Item etc. will be

displayed.


89/114

anVVa


Link to Customer

Details

Link to Service

Item Details

Link to Ticket

Details

Link to

Customer Note

Notes Section

Prior Work

History Section

Work Log


90/114

anVVa


5.2 Adding a new note

1. On the Tickets page, click the New Note button.

The Add New Ticket Note dialog will be displayed.

2. Select note added by person from the Note Added By drop down list.

3. Enter the note in the Note text entry box.


The note will be added to the ticket.

Click Submit

2

3


91/114

anVVa


5.3 Adding a Work Log

1. On the Tickets page, click the Add to Work Log button.

The Add New Ticket Work Log dialog will be displayed.

Click Add to Work Lo


92/114

anVVa


2. Select the work done by person from the Work Done By drop down list.

3. Select the type of the work performed from the Type of Work Performed drop down list.

4. Enter the details of the work in the Details text entry box.


5.4 Adding a part or labor

1. On the Tickets page, click the Add Part or Labor button.

Click Submit

4

2

3


93/114


94/114

anVVa


2. Select the name of the staff member from the Staff Member drop down list.

3. Select the type of the part from the Parts drop down list.

4. Select the part as Used or New from the New/Old Part drop down list.

5. Enter the description of the part in the Part Description text entry box. Note that this field is

mandatory.

6. Enter the unique id for the part in the Unique Part ID text entry box.

7. Enter the quantity in the Quantity text entry box. Note that this field is mandatory.

8. Enter the cost of the new part in the New Part Cost text entry box. Note that this field is

mandatory.

9. Enter the tax percentage for the part in decimal in the Part Tax text entry box.

10.Enter the cost of the labor in the Labor Cost text entry box. Note that this field is

mandatory.

11.Enter the tax percentage for the labor in decimal in the Labor Tax text entry box.

12.Select the status of the warranty from the Warranty Status drop down list.

13.Enter the percentage discount in decimal in the Discount text entry box.

14.Click the Submit button.

The new Part & Labor will be added.


95/114

anVVa


5.5 Add new ticket payment

1. On the Tickets page, click the Deposit/ Partial button.

The Add New Ticket Payment dialog will be displayed.

2. Select the type of the payment from the Payment Type drop down list. The available

options are Deposit, Partial Payment and Final Payment.

3. Enter the amount paid in the Payment Amount text entry box.

4. Enter the reference number for the payment in the Reference # text entry box.

5. Select the method of the payment from the Payment Method drop down list. The available

options are Cash, Check, Visa, MasterCard, Discover, AmEx, On Account and Other POS.


The payment details will be added.

Click Submit

4

5

2

3


96/114


97/114


98/114


99/114

anVVa


5.10 Completed Tickets

The Completed Tickets are the tickets that are completed and closed.

5.11 Pick Up Tickets

The Pickup Tickets are the tickets related to the items that are ready for pickup after fixing

them.

5.12 Void Tickets

The Void Tickets are the tickets thatare cancelled.


100/114

anVVa


5.13 Searching for a Ticket

1. To search for a ticket based on the criteria, click the Search button under Tickets section in

the Right Panel.

The Select Search Criteria dialog will be displayed.


101/114


102/114


103/114


104/114


105/114


106/114


107/114


108/114


109/114


110/114


111/114

anVVa


2. Select the color for the event from the Color drop down list.

3. Enter the subject for the event in the Subject text entry box.

4. Select the start and end date for the event from the Time field. Note if the event is to be

scheduled for the complete day, check the box in the All Day Event field.

5. Enter the details of event venue in the Location text entry box.

6. Enter the detailed remarks about the event in the Remarktext entry box.

7. Click the Save button at the top left corner of the dialog.

The event will be scheduled in the planner.

Click Save

4

5

6

2 3


112/114


113/114


114/114

workflowmania.com user manual v1.0

Documents