Professionals Retail with Workshop Management

Link your workshop to front counter

Complete retail and workshop integration

Do you sell items and have a workshop for repairs, maintenance and to assemble items for customers?

Want to have one source of prices, central customer billing and fast, complete and efficient customer service?

Want a positive experience for all your customers?

Want to integrate your billing, customer contacts/service reminders, customer serviced items, stock management and employee time/recoveries?

Includes customer bookings module for those who provide services - mechanics, computer servicing, hair salons, or any other retail outlet that provides services as well as sales.

Professionals Workshop supports all the above. Plus more.

Full service can be provided from the Front Counter using our unique Customer tabs facility. With direct, real time, access to workshop jobs.

Workshop staff, and cashiers, can all know what current prices and stock levels are.

Client and supplier orders can be processed at the counter and workshop staff can check their status.

Some of the features

  • Use barcodes to identify jobs - cuts down on time wasted and improves accuracy.
  • Jobs can be large or small. Across financial years or in stages.
  • Regular maintenance can be timetabled and reminder notices sent out to customers.
  • Quotes can be produced by cashiers without the need to bother workshop staff.
  • Invoices compiled by workshop staff can be printed by cashiers.
  • Fully integrated with Business Accounts and Retail Business.
  • Front Counter staff can advise customers of the status of their job.
  • Cashiers can confirm payments against workshop invoices. Including partial payments.

Carry out workshop admin from Front Counter using Workshop Control.

If staff have some downtime in the shop they can help the workshop staff with their administration.

This requires that you have Front Counter workstation installed.

Job priorities

Job priorities can be set when the job comes in - high, medium or low priority. This allows you to keep a track of critical jobs. Job inquiry and reporting provides full support.

Use Job Control to allow workshop staff direct, real time, access to the job cards they are working on.

Customer Management and activity tracking

Professionals Workshop's unique booking module allows you to enter customer bookings, create jobs and invoices with the minimum of fuss. All from the same form.

As your business grows Retail Workshop supports you.

No need for any additional modules. Stay with a system you are already familiar with.

Use the unique Actions Manager to track what needs to be done and when.

Set up timetabled actions that allow you to advise (by email) customers of things due to be done.


Customer billing

All invoicing operations can be carried out from Front Counter.

Invoicing options are flexible and provide a professional appearance. Include your logo on invoices, quotes and statements.

Comprehensive debt tracking tools - aged debtors, unpaid invoices, client balances. Professionals Retail Workshop makes it easy to track, and recover, debts.

Flexible billing options. Bill monthly or at the end of each job stage.

Simple and flexible quote and estimating tools

Produce realistic quotes and estimates using inventory, employee and plant cost and charge rates.

Email quotes to customers and include them as part of the job card to help prevent overruns. Better to catch them early. Professionals Retail Workshop allows you to do this.

If you don't need the full job card function keep an open invoice and add to that until the job is complete.

Set up a network installation so your staff can add time charges in realtime as they work on jobs. Make your cost recovery more accurate than ever.

EFTPOS integration

EFTPOS integration options available - EFTPOS NZ, DPS Payment Express, Wolfstrike, SmartPay - Smartlink, and Ingenico EFTPOS terminals. Please request your prefered provider.