Watch the video: How to use the Workshop Module - Tutorial

Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Workshop Module Overview

Go to: Workshop (main menu)

SI+ is ideally suited for workshops such as:

•Vehicle garages and auto repair shops

•Computer and electronics repair centers

•Appliance service and repair workshops

•Similar job-card-driven operations (e.g., bicycle, motorcycle, or equipment repair)

Purpose

SI+ streamlines workshop operations to boost productivity, reduce paperwork, and deliver exceptional customer service through digital job card management.

Key advantages with the Job Card + Service Feedback module:

•Track repair orders in real-time

•Elimination of manual paper-based systems

•Enhance communication between Workshop Controllers, Technicians, Service Advisors, and Managers.

•Higher customer satisfaction through faster, transparent service

Customizable Job Cards & Reports

Tailor documents to match your branding and workflow:

•Design your own Job Cards

•Create custom Job Card Labels

•Build branded Job Card Invoice Reports

To customize templates:

➢ Go to Workshop Options → Printing tab

Key Workshop Reports

The following job card reports are available in the Workshop module:

Access powerful filtered reports directly in the Workshop module:

➢ All Active Job Cards — View every ongoing job in progress.

➢ All Not Active Job Cards — See jobs paused (e.g., awaiting parts, customer approval, or authorization).

➢ All Cancelled Job Cards — Track canceled jobs (Note: Job cards are never deleted — only canceled for audit trail).

➢ Jobs Ready for Collection — Quick list of completed jobs awaiting customer pickup.

➢ Jobs Due Today— Monitor jobs that must be finished by end of day.

➢ Workshop Ready for Collection — A filtered view showing all ready-for-collection jobs still in the workshop.

➢ All Comebacks — Identify returned jobs due to rework, defects, or customer complaints.

How to Create a New Job Card

Choose the method that best fits your workflow:

Method 1: From Job Card Lookup

1. Go to Job Card Lookup. Click Add New Job Card

✓ Ideal when you want to search/view/edit all jobs in one central screen.

Method 2: From a Service Item

1. Go to Workshop > Service Item Lookup.

2. Right-click the relevant item.

3. Select New Job Card For Item from the context menu.

Method 3: Customer Lookup Form

1. Open Customer Lookup and find the customer.

2. Right-click on the customer record.

3. Select New Job For This Customer from the context menu.

    → Fastest when the job is customer-initiated and no prior service item exists.