This guide explains how to set up and organise your service offerings within the Workshop by bikebook system. By the end of this tutorial, you will have a structured menu of services ready for both customer bookings and internal job cards.
The process involves two main phases: creating categories for organisation and then populating those categories with specific services.
Phase 1: Define Service Categories
Categories act as folders to keep your service menu tidy and easy to navigate.
Access the Services Section: Locate and click Services on the left hand menu of your dashboard.
Open Categories: Within this area, click the Categories tab.
Create a Category: Click the + New Category button.
Name Your Category: Type in a name that groups similar tasks together. Examples include:
General Repairs
Service Packages
Electric Bike Services
Wheel Services
Save: Confirm your entry. Repeat these steps until your full service structure is mapped out.
Phase 2: Configure Individual Services
Now that your folders are ready, you can add the specific tasks you perform.
Add New Service: Return to the main Services tab and click the + New Service button.
Fill in the Service Details: Complete the form using the following fields:
Field | Description | Example |
Name | A clear title for the work performed. | Standard Tune-up |
Category | Select the folder this service belongs to. | Service Packages |
Service Length | The estimated time required for scheduling. | 1.5 hours |
Description | A brief summary of the service. | Comprehensive safety check |
Price | The base cost for the service. | 60.00 |
Whats Included | A bulleted list of specific tasks or parts. | Brake bleed, gear index |
3. Save: Click save to finalise the service. Repeat this for every individual item you offer.
Key Considerations
Flexible Updates: You can return to these settings at any time to edit the name, price, or duration. Changes will apply to all future bookings.
Building Job Cards: The services you create here serve as the building blocks for your job cards. When you start a new repair, you will select these pre-configured services to quickly generate a professional work order for the customer.