Mechanics and Sales Advisors


This section enables you to add members of staff to the Workshop Manager. Once added they can be associated with jobs and can help you plan job allocations and time planning. Note that you cannot delete lines from this table.

Mechanics and Sales Advisors

For each member of staff the following information can be added:

•Short name – the name which is used in the Workshop Manager.
•Full name – the full name of the member of staff.
•Labour rate – the rate at which the staff member's labour is charged.
•Is mechanic – whether or not the staff member is a mechanic.
•Is adviser – whether or not the staff member is a sales adviser.
•Bookings – whether or not the staff member's time can booked out against jobs.

For each member of staff there are columns for each day of the week. The total available working hours of that employee can be entered in these columns and these can be used in the Bookings screen to allocate employees to jobs whilst ensuring that there is sufficient labour time available to fulfil outstanding job requirements.

Adding an employee

To add an employee:

1.Open the 'Mechanics and Sales Advisers' list and click the Edit icon Edit24 in the toolbar.
2.A new line will be added at the bottom of the table. Enter in the details as required.
3.Click the Save icon Save24 in the toolbar to save your changes.