Workshop Software

Vorteile

We like that the service history on each product is kept for the customer, contractors are able to log in and check what units need servicing and recall invoices they may have misplaced. The recall system is invaluable in maintaining work during the quiet seasons.

Nachteile

The stock does not sync with Xero or our online webpage
(hard when using Xero first). Credits have to be manually added against invoices in Xero after allocating in W/S.

Vorteile

Workshop software is a great one stop auto shop solution. The program is dynamic and always evolving to make workshop application easier and the daily operations smoother. We tried four systems for one month and 2 years ago choose workshop software. Whilst we don't utilize all features the systems we do are reliable and work faultlessly.

Evolving - new features and benefits always getting implemented. Workshop software have improved all areas we have ever had concern with, within one phone call.
Support - the support team are excellent and efficient
Value - the annual fee is minuscule in comparison with other POS systems and the service and product are outstanding.

I am a very happy workshop software user and would recommend to any mechanical workshop

Nachteile

From time to time the system can run very slowly, namely Friday afternoon between 5 - 6pm when we are at our busiest. It is from workshop software end as all other systems we use run at normal speed.

Otherwise no fault in system.

Vorteile

Easy to use and teach new users. We can keep track of open jobs easier, if the job card goes missing it is easily picked up in job centre.

Nachteile

New features appear to be the priority. Bugs, or getting that new features to work properly come second. For example the app is un useable, although i am sure people buy in on this feature. To start jobs needs a minor overhaul. This is a very slow process. A start all today's jobs and create job cards would be great. The printed job cards also need work, they work but could be allot better.

Vorteile

1/ very relevant updates
2/ easy to use
3/ friendly help staff
4/ company listens to the customers wants and updates as needed.
5/ price doesnt change
-can access info anywhere in world(i wish reporting was better with that though)

Nachteile

1/ reporting features are not good enough(needs to be specific)
2/ inspections should be printed on to one sheet, not multiple sheets.
3/ workshop software servers seem to slow down everyday around 3-5pm
4/ have to constantly clear chrome history when program has problems
5/ cant search for specific customer/ report info.
6/ if internet goes down, no way to use system from desktop
7/ cant customize jobsheets and invoices to suit our own systems, so they almost cant be used efficiently in our workshop.
8/ needs more integrations for nz based parts suppliers.(BNT, PARTMASTER) (repco not a trade orientated store in nz).

Vorteile

So much easier to use than our old system! The main search function is helpful, and it's great to be able to record multiple vehicles (or, in our case, bicycles) under individual customers. Being able to email invoices and job notes directly to customers is a huge bonus, too. There have also been several updates and upgrades since we first started using the program, which have been great; WS seem to be consistently striving to improve the platform.

Nachteile

We have had some set-up difficulties (our issues with Xero still aren't resolved), and some of our support tickets have taken a while to be solved. (Others have been quickly attended to, though; it's usually related to the complexity of each issue.)

The online manual is also a bit limited; for example, it will tell you how to access a report but not how to fully interpret it. That being said, the support staff have always been friendly to deal with, and seem to be doing their best to help us.

On the wish-list front, it would be great to be able to export reports such as follow-ups to Excel as you can't do much with a PDF, and we also need a way to print out barcode labels for our retail shopfront. Hopefully these improvements will be rolled out at some point! We remain optimistic.

Vorteile

The look ups and ease of use. Registration lookups. The product entry database is good too especially now it has been modified to include GST

Nachteile

The save feature where you loose data sometimes if saved in the wrong order. The print feature which seems to use a 3rd part application to print from. Sometimes I have to save the print file first. And lastly having to scroll to the bottom to save and having to scroll to the midsection to print Dont seen to be able to bulk enter products.

Vorteile

The software is fairly simple to use. This links with other programs such as Sage, MYOB, repco, xero, quickbooks and many more.

Nachteile

Too many glitches and not enough support from them to rectify the problems. Have denied problems in the past.
Seems like it was created by amateurs.

Vorteile

Workshop Software keeps adding great updates to the program to keep improving its features. It integrates with accounting programs to make life easier and its easy to use and teach to other employees.

Nachteile

From an accounting/book keeping perspective it has a lot to be desired. You can't make part payments after the invoice has been closed, you can't edit an invoice once its been closed, and you can't add workshop consumables or tools to the system unless you add them as a part. I think that there should be separate jobs you can open on an invoice where you can separate the parts and labour to each job.

Vorteile

Easy, intuitive to use.
Clear and precise.

Nachteile

There are features I have no need for whilst some I do need but cant have with out extra $$
The Inspections feature needs to be able to be generated by the Techs on the mobile app.
When the customer arrives they can use an I-Pad to take details create inspection and begin work.
Customer to technician interaction is key to transparency.

Vorteile

Very little. It is cheap (matches its performance)

Nachteile

There are so many things that I asked to be addressed 10 months ago and I think none have been addressed. There are far too many mouse press actions to get what you need and you need to keep going in and out of sections of the program to achieve the result required. This is a very poor program to use. Not to mention the amount of times it actually goes offline.

Vorteile

I love how powerful this product is both from a business process perspective and a management reporting tool to analyse the business. It is very logical, intuitive and easy to use. You can use as many of the features as you need. The software takes a lot of the repetitive tasks out of your business processes and manages them in an elegant solution.

Nachteile

Haven't found anything I would consider a drawback.

Vorteile

That the workshop can use it on their tablets and the information is transferred instanteously for office staff to use.

Nachteile

It does not integrate with Reckon software. It does not separate stock and non stock items. You can use 2 different payment methods on one invoice.

Vorteile

Ease of use. Adding items and customers.

Nachteile

Would like to see more advanced options in customer notes.
As you can't edit it with starting over again. Color options as well.

Vorteile

Cloud base so easy to access , Great Vehicle and stock data bases. Not to hard to use. Automatic updates, sometimes with really great new features. The Phone/ photo app is really great.

Nachteile

The cost of extra users ( a bit less of a problem now a user can open multiple screens at once). Some sync glitches with Xero,. Sometimes the unintended consequences from an update take some time to iron out

Vorteile

Good parts management , easy to setup and input customers etc , costs jobs with all related costs for actual profit per job.

Nachteile

No decent timesheet feature for my technicians. The app doesn't add hours for each day as they go and the timesheet is a hidden background feature in the system that my techs cant check as they are going. We have to create a pdf report the next morning to find gaps or mistakes in their time entries and spend time repairing their timesheet. All they need is to see each persons current timesheet entries on the system as they go through the day. We find a lag also when typing etc. All reports open in PDF but would be better in spreadshhets so we can manipulate the data.

Vorteile

The new vehicle history report and the ability to email and SMS our individual clients easily. the ability to store quotes and easily turn them into invoices

Nachteile

Waiting for the SMS option or email option to be added so we can send out specials or news letters straight from the software to our full data base.

Vorteile

Large, complex and repetitive projects have become easier to quote saving us time and stress. Being able to generate work/stock orders helps us stay up to date with parts supplier pricing, speeds up or parts ordering process.
Being able to involve the customer along the way with running invoices is absolutely awesome and a valuable tool for helping customers understand their projects, control their budgets and stay involved!

Nachteile

Generating a `work order' would be a nice feature, so descriptive requests could be entered on lines rather than adding items which have to be entered as stock.

A nice feature would also be being able to select and add an already generated job card into the diary.

I haven't yet had time to explore everything, please excuse me if these features exist.

Vorteile

web based, easy to use, makes professional looking invoices, links well to MYOB and ZERO
easy to keep track of service history

Nachteile

cost is excessive for multiple users.
not set up for trucks or plant vehicles very well
cant get repco integration to work properly, support not overly helpful and setting it up

Vorteile

quick to find customers and vehicles .

Nachteile

invoices need a "payment due date" for account customers, the notes section of the invoice cant be edited even though the options are there and would be handy to run a report to show all account customers and their balance for each month is on one report rather then having to go into each account and running separate reports.

Vorteile

managing your stock and customer service keeping records and reports it does every thing i m looking for in software

Vorteile

How easy it is to use for both admin staff and the mechanics. How much information you can store in each customer or supplier file.

Nachteile

I find it quite slow to save or process invoices and go from one page to the next. That would be my only issue

Vorteile

Simple, effective and right for our needs. Easy to use and follow. still learning all aspects but great.

Vorteile

Once I started using this software, I found it became easier and was not afraid to navigate my way through various processes.

Nachteile

Was unable to locate some help on line however when this occurred a quick phone call also helped.

Vorteile

Can access anywhere at any time. No back ups required. User friendly any one can use. Reports are great easy to understand. Sync with MYOB not need to export over. Very simple.

Vorteile

It's potential once set up, being able to allocate jobs and manage time more effectively will be a great outcome.

Nachteile

Working without a checklist of items that need to be customised or a complete procedure to follow before the software is really usable is frustrating. The video tutorials are helpful but miss vital information and the How-to guides should be grouped/ordered.

Vorteile

The user interface is intuitive and easy to navigate. It offers a comprehensive set of features that streamline workshop management, from scheduling to inventory tracking.

Nachteile

Occasionally, the software experiences slow loading times, which can be frustrating during peak hours.

Vorteile

It's good and precise no glitches it's running smoothly good graphics.

Nachteile

It runs smoothly and it's well detailed and it's no bugs.

Vorteile

The interface is very well made and easy to use and helps in being efficient and reducing repeated administrative tasks, very useful for work order management and invoicing also the customer support is excellent and supportive.

Nachteile

Many features are not useful for us I guess it is better to have and not use as there are no overall cons apart from some minor bugs.

Vorteile

All the feature was good and nice very easy to navigate and to understand highly recommended this to everyone

Nachteile

There is no missing because as per my observation all the feature that is very nice and understandable

Vorteile

•Streamlines workshop management with scheduling, invoicing, and customer tracking.
•Cloud-based access makes it convenient for remote management.
•Integrates well with accounting and inventory systems.

Nachteile

•Some customization options are limited.
•Occasional lag when handling large datasets.

Vorteile

How user friendly it is for people like me.

Nachteile

It could used a bit of a price reduction

Vorteile

Es muy facil de trabajar, muy manejable este software, se mantiene siempre en pie y muy seguro.

Nachteile

Me ha gustado gran parte, en un futuro mejorar o ir mejorando con el tiempo para futuros proyectos.

Vorteile

I like how easy it is to use, I like how much information you can put in and how each customer has a history of vehicles and work done, this makes it so much easier to go back to a job if need be or when raising a job all the information is there, I can see when my business grows I will be using more of the other features it has to offer and I can see straight up I am not worried about expanding as the software has the capability to do so as well.

Nachteile

I wouldn’t mind an app for owner operators that allows you to do everything the dashboard can like raise jobs or bill out, this would make me more efficient as I could do everything from my phone

Vorteile

Very user friendly for invoicing & general workshop management
& Staff have always been friendly.

Nachteile

MYOB integration - has some issues (mainly balancing with w/shop). Cust credits go to Trade creditors & we have to do journals? Support calls on this have been unanswered on occassion.
Reporting could be more specific, some don't have dates on them & we would like outstanding cust /suppliers balances with 30/60/90 days etc, we were unable to workout our top 20 customers etc for marketing purposes etc. Have made a few suggestions in previous support emails, but had no update.
Probably need a better setup training system from the start rather than relying on youtube help solely.
No Date/range on outstanding customer balances report . When balancing with MYOB I usually need to go back & get the outstanding balances - but i cant in workshop once the new month begins?.
Begin & end date on some reports month-date-year? US style (EG; Sales By payment method report) not a big deal but could be consistent across all reports.
Would love an Aged Trial Balance for Debtors/creditors 30/60/90 days ). It allows us to see what is owed to us or by us at a glance at any given time.
Supplier Balance Report - is it possible to have a date range (easier to check off with each suppliers statements at the end of month) & total balance (to include all credits) for that date range?
If credits arent allocated to an invoice, on the various reports (except cust outstanding balances) they dont show up in the overall balances.
No report on a make/model of a vehicle.

Vorteile

Customer tracking, service reminder reports, Repco Navigator integration, SMS reminder service, easy to add users.

Nachteile

Customers unable to respond to SMS, when customer and/or vehicles are deleted from the software - they still present on the service reminder report, Customers receive SMS reminders for vehicles that have been deleted from the system - I pay for those SMS also. Even limited access user's can see dashboard and $ figures - I feel this should only be visible to the admin. Have to start job in order to order in parts - then the booking is closed and unable to be modified. I trialled the 'inspections' add on, I feel this was not yet re-fined enough to be offered as a pay for service - Would have liked to see a beta and/or trial version. Unable to remove customers if added multiple times by mistake, if any processed invoices are attached.

Vorteile

The software is very easy to deploy, has a good deal of the features & add ons that you would want at a manageable price. At my level I just cant justify 4-500 shot & accounting software, yet Im busy enough that I can't spend time playing around with multiple programs & sites. They have customer communication options, labor guides, card processing, inventory management, quickbooks online integrations, partstech intgrations for in program ordering & various tax rates, etc.

Nachteile

It could be tailored to different regions, based in AU some verbiage & quirky thanks that should be changeable arent...what the heck is labour anyway? lol. really not a big deal but would be nice. A POS package set up would be great too- like an ipad terminal with cash box & card reader for check ins & check outs. It can be buggy, and those persistant warning banners at the top have got to go!

Vorteile

The program has the potential to be a great cost effective program for small businesses. The vehicle tracking is good, and the recent introduction of email log is good too.

Nachteile

There are some features that if added would make Workshop Software a great grogram for small businesses. It still is a bit clunky for a program that has been around for a while. The ability to customise Invoices and to edit processed invoices would make life so much easier for our business. Also if the App was abled to be used for booking parts in and out instead of only timesheets, would make business a lot more steamline and stop profit slipping throught the cracks. Also if it had the ability to update prices of parts from recent purchases would be good too.

Vorteile

An easy to use program that makes business run smooth IF it worked as it should

Nachteile

Terrible customer support. Missing invoices that wont sync to MYOB, moved to Xero because Workshop Software told me that it was a MYOB problem. Paid Workshop software an additional $1100 to convert to Xero but only one days info came through. I have now had to pay my bookkeeper to sort out all our problems.

Vorteile

The fields available to record details regarding vehicle details, vehicle logs are excellent, user friendly
Very happy with the software and the updates that are always happening to improve the software. Different from using accounting based software

Vorteile

Very user friendly , nice clean look with very little clutter. They're always adding improvements and are open to suggestions. Having experienced hard drive failure, it's great to know all the information is cloud based so no more worrying about back ups etc. Plus you can access the program from anywhere in the world so it's easy to monitor things while you're away. The loan car option is an easy way to keep tabs on who and when your car was loaned out, for when the dreaded photo turns up in the mail.

Nachteile

There really is nothing to pick on. The only hurdle is getting to know your way around the program but the more you use it the easier it is. Not every feature will be relevant to every user but it's good to have options.

Vorteile

ease of finding products, search function is amazing

Nachteile

the fact that when you create a new product, when it goes across to myob, it does not take the description, therefore you have to do into myob and copy and paste description on every product you create.

Vorteile

Constant upgrades and improvements. Text and email reminders. Layout
excluding gst option
Easy to enter information
Easy to learn
Video showing how to do stuff

Nachteile

Not totally NZ appropriate
Too many options for transmission type
Reminder format unable to op out
Unable to delete un used products
Ungrades that happen with out notice or option to op in or out
Help desk hours
Printing procedure 5 steps 3 to many.
Doesn't auto save.

Vorteile

I like how everything is at your fingertips when doing invoices and quotes. i like how there are so many settings and functions that you can do pretty much everything you need to do. I like the integration of popular suppliers which cuts down time.

Nachteile

I don't like that there isn't a thing for warranty jobs - like there is no option for warranty. That would be the only thing that I like least.

Vorteile

Easy to use easy to integrate overall idea of software would work. Great that it integrates with xero.

Nachteile

Simple things not working causing us to have to move to another software package. Simple things such as invoices not adding up, mechanic reporting not working, clocked times not correct forcing us to manually check these things.

Vorteile

EASILY USED. SOME SEARCH FACILITIES ARE LIMITED BUT ON A WHOLE, IS OK TO WORK WITH. YOU GET WHAT YOU PAY FOR.

Nachteile

THE INTEGRATION BETWEEN THIS SOFTWARE AND XERO - NOT THE BEST
YOU GET WHAT YOU PAY FOR. SEARCH FACILITIES ARE LIMITED

Vorteile

Search Functionaility is good.
Calender/diary is good
Dashboard is good

Nachteile

Needs more inventory control - ie negative stock report
Needs to be cheaper to ad extra users - ie we have two counter terminals the second one gets used every now and then so is not worth paying for another user. Should be able to support up to four users on one subscription.

Vorteile

NONE the program would not allow us to login, we have a email trail of them admitting fault and that they would rectify , weeks past never got back to us
They are very quick to call when you enquire and sign you up but after sales is ridiculous Still taking money out of my credit card

Nachteile

System wouldn't work have emails from them confirming fault 3 months later they are still taking money from my credit card
DONE DEAL WITH THESE PEOPLE
Thieves and can't even be honest enough to cancel direct debit after admitting faults in software

Vorteile

SIMPLICITY. EASE OF THE SEARCH FUNCTION. NEVER HAVING TO BACKUP DATA ENTRIES. THE QUALITY OF THE SUPPORT TEAM. THE CONSTANT UPDATES AND LISTENING TO FEEDBACK FROM CUSTOMERS. BEING ABLE TO LOG IN AT HOME AND NOT HAVING TO TAKE USB STICKS AND RELOAD FILES. UPDATES ARE CARRIED OUT INSTANTLY WITH NO DOWLOADING AND RELOADING OF THE PROGRAM.

Nachteile

THERE ARE VERY FEW CONS WITH THIS PROGRAM, OCCASIONALLY WHEN AN UPDATE IS RELEASED THERE ARE MINOR BUGS THAT ONCE REPORTED ARE HANDLED AND RECTIFIED QUICKLY. REALLY NOTHING TO COMPLAIN ABOUT.

Vorteile

It is always adapting and growing and these changes are free. WSSW allow us to give our feedback and areas we would like changed or created in the software. I have never seen a useless or inefficient upgrade. It has more usability and value than any other system on the market we have trialled or attempted to use. My mechanics find it easy to use too.

Nachteile

If only it completely took over the role of our primitive accounting and payroll systems. It is very frustrating having to pay more for other systems that work much less user-friendly and efficient.

Vorteile

The fact that you can log on anywhere,
Not sure why it tell me that I haven't entered enough characters as really I don't have much more to say

Nachteile

Its reporting capabilities are very basic and does not meet a businesses needs. Also that it only extracts in PDF not excel.
Also that you have to pay for every user, that is so wrong, once you buy a licence you should be able to add a few users
I am quite tired of the information not uploading properly, if our internet is slow which it very often is we have terrible problems with data entered not actually saving