Workshop | For Businesses
Click to find guides on how to use Workshop by bikebook, if you are a mechanic this is likely where you will want to go!
132 articles
Getting Started: Workshop
How To Change The Date/Time Of A Job
How To Change A Service Assigned To A Bike
How To Add Services To a Job Card
How To Change The Location Of A Job
How To Change The Drop-Off/Collection Times Of A Job
How To Change The Bike Status On A Job Card
How To Print A Job card
How To View A Customer Tracking Page
How to print a receipt or job ticketThe Workshop by bikebook system allows you to generate professional documentation for every repair. You can print internal job tickets to guide your mechanics or customer receipts to finalise transactions.
How To Add Bank Details
How To Add A Discount To An Invoice
How To Create A Blank Invoice
How To Change The Invoice Number
How To Add A Item To An Invoice
How To Remove An Item From An Invoice
How To Add A Note To An Invoice
How To Change The Status Of An Invoice
How To Change The Invoice Due Date
How To Download The Invoice As A Pdf
How to add your VAT DetailsThis article helps you add and edit your VAT and other custom tax details
Xero Integration – User GuideLearn how to connect your Bikebook workshop to Xero, send invoices (as draft or approved), sync payments, use the end-of-day summary, and keep invoice status in sync when invoices are…
How To Send My Payment To Sum-Up
How To Send My Payment To My POS System
How To Take A Payment Via Stripe
How To Mark A Payment Made Via Cash
How To Mark A Payment Made Via BACC
How To Connect A Stripe Account
How To Set Pre-Payments/Take Call-Out Fees
Guide: Exporting Revenue Data from Workshop
How to connect your card reader
How to use Workshop's POS featureLearn how to use the Point of Sale POS feature for quick transactions. This article covers walk-in customers, building invoices for stock or services, and recording payments through various methods.
How To Add A New Stock Item
How To Import My StockUpload your inventory data from another system or spreadsheet to Workshop
How To Export My Stock
How To Add A New Stock Item To An Invoice
How To Add An Upgrade Item To My Stock
Label Printing – Setup & User GuidePrint barcode and price labels for your stock directly from BikeBook using a Star Micronics CloudPRNT-compatible printer. Select items, customise label templates, and print in bulk — all from the…
How to add and import your customersAdding your customer data in Workshop means that you can easily look up their details, service history, and add them to jobs.
How To View My Customers Previous Service History
How To Add A New Bike To An Existing Customer
How To Search For A Customer
How To Export My Contacts/Database/Customers
How To Upload/Change My Profile Picture
How To Change My Personalised Url
How To Change My Business Address
How To Change My Business From Mobile To Bricks And Mortar
How To Change My Business From Bricks And Mortar To Mobile
How To Hide My Business From Bikebook And Only Keep Workshop
How To Change My Contact Details
How To List Your Qualifications On Your Bikebook Public ProfileThis guide explains how to add your qualifications to your Public Profile within the Workshop by bikebook system.
How To Configure My ServicesThis guide will walk you through the process of setting up and organising the services you offer in your Workshop by bikebook system. This involves creating service categories and then…
How To Add a Service Category
How To Add A Service
How To Remove A Service
How To Hide My Services
How To Select/Change Which Package A Service Falls Under
How to add line items to my services and job reportsLearn how to customise your job reports by adding or removing service line items. This guide covers editing service packages, creating custom tasks, and organising checklists by bike components like…
Messaging
Initial Set-Up Guide for Users
How To Configure Your Messaging
Messaging in WorkshopLearn how to manage and automate customer communications using message templates. This guide covers setting up and customising SMS/text and email notifications, and understanding automated triggers to improve customer engagement.