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!
159 articles
- Choose Workshop language, country and currencyChoose screen and business languages, including Bulgarian; check country and currency defaults and mobile version requirements.
- Troubleshoot a 403 from the Workshop public APIDistinguish API permission errors from Cloudflare blocks and gather the details Support needs.
- Getting Started: Workshop
- Setting individual mechanic holiday
- Custom FieldsUse Premium custom fields for customers, jobs and bikes or other assets, including setup, saving, groups and limits.
- Bulk select and bulk actions in WorkshopNeed to update lots of jobs, customers or stock items at once? Bulk selection lets you make the same change to many records in a few clicks, instead of editing…
- Booking and Tracking a Service or Repair Job - for CustomersShare this with your customers to help guide them to book and track jobs.
- How To Change The Date/Time Of A Job
- Print job labels and reprint selected itemsCreate job and bike labels, identify loose parts, reprint selected labels and check print history safely.
- 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
- Printing from a job: labels, tickets and receiptsFind the printing actions on a job and choose the right guide for labels, workshop tickets or customer receipts.
- How To View A Customer Tracking Page
- Print job tickets and receiptsConfigure separate job-ticket and receipt layouts, preview the right job or invoice, and print from your browser or device.
- Delete a job, invoice or saleTake a test, duplicate or mistake off the list, together with its invoice, and put it back later if you need it.
- Guide: Use the job boardThe board is where the workshop sees open jobs and moves them on. Open Jobs, then Board.
- Guide: Save and share board viewsA view is a saved board: its columns, rows, ordering, card details, filters and the rest of Display. Use one for the workshop TV, one for parts, one for your…
- Guide: Board InsightsInsights is a chart of the jobs currently on the board. It uses the same filters, search and finished-job window as the board you are looking at, including a saved…
- 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 InvoiceAdd customer-facing invoice notes on web or mobile, save or clear them, and check the invoice PDF.
- 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…
- Invoice Lines – Quick Guide (Per-Line Tax, Discounts, Comments & Chips)Every invoice line now carries its own price, quantity, discount and tax rate. You edit a value by clicking it, the table shows what matters about each line as small…
- 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 WorkshopExport invoice revenue to Excel, filter the included invoices and compare parts revenue with current stock cost.
- 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 ItemAdd stock and reuse Brand, Vendor and Location values when creating, editing or bulk updating items.
- Find and copy supplier catalogue items into your stockSearch supplier catalogues and copy up to 50 whole items, including their active variations, into your stock.
- 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
- Set up label printing and print stock labelsConnect a CloudPRNT printer, choose the right label dimensions and template, and print stock barcode labels.
- How to make changes to multiple stock itemsDelete or make changes to inventory items in bulk
- 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 checklist items to your 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 Add New Collection/Return Slots
- How To Block Out Time For Time Off
- How To Adjust My Working Areas/Radius's
- How To Adjust My Prices For Different Radius's
- How To Limit My Drop Off Numbers Per Day
- Managing Customer CancellationsChoose whether your customers can cancel bookings and how much notice they need to give
Analytics
Overview of analytics and how your workshop should use them
- Add widgets and choose the right chart typeBuild dashboards with the right mix of widgets, then choose the chart type that makes the answer obvious to busy workshop staff.
- Analytics Dashboard: Overview and how your workshop should use itLearn what the Analytics Dashboard is for, which workshop questions it answers best, and how to turn it into a daily operating tool rather than another report nobody opens.
- Create, organise, and share analytics dashboardsCreate dashboards that are easy to own, easy to find, and visible to the right people without exposing the wrong information.
- Included business data: how multi-business dashboards workUnderstand the difference between who can open a dashboard and which businesses supply the numbers shown inside it.
- Use filters, date ranges, comparison ranges, and drilldownControl the scope of what you are looking at so your dashboards answer the right question, for the right period, at the right level of detail.
- Export analytics and use dashboards on workshop TVsShare the right level of detail in the right format, whether you are preparing a meeting pack, sending a single chart, or keeping a live workshop board on screen.
- Analytics metrics explained: what each widget meansUse this glossary article when you need the plain-language definition behind a widget and want to understand what is, and is not, being counted.
- Troubleshooting analytics: missing data, access issues, and unexpected numbersUse this article when something looks wrong in Analytics and you need a fast checklist before raising a support query.