Introduction
Welcome to the WRMS Pro documentation. Find out what each part of the product does and how to use it in a working day.
WRMS Pro keeps a workshop's customers, vehicles, jobs, quotes, invoices and stock in one place, so the person at the front counter, the technician in the bay and whoever does the books are all looking at the same job.
This documentation is written for the people who use WRMS Pro every day. Each guide explains what a screen is for, what you need before you start, and the steps to get the job done.
Where to start
New to WRMS Pro
Create your account, set up the workshop and invite your team.
Your first job, start to finish
A guided first session: customer, vehicle, work order, invoice and payment.
Running the workshop
Work orders, the Work Board, inspections, technicians and reports.
Getting paid
Quotes, customer approval, invoices, payments and GST.
Parts and stock
Parts, suppliers, purchase orders and stock levels.
Keeping customers informed
Share links, status reports, SMS, WhatsApp, Telegram and reminders.
How the product fits together
The How WRMS Pro works page explains each of these records and how one leads to the next.
Finding answers quickly
- Press Ctrl + K (or ⌘ + K on a Mac) to search the documentation.
- If something is not behaving as expected, start with Troubleshooting.
Reading these pages
Each page shows a few labels under its title:
| Label | What it tells you |
|---|---|
| Verification status: Verified | The behaviour described was checked against the current WRMS Pro application. |
| Verification status: Partially verified | Most of the page is confirmed. Anything that is not is marked in the text with a Pending product confirmation note. |
| Verification status: Not available yet | The feature is advertised or planned but is not in the current release. The page says what to use instead. |
| Plan feature: SMS | The feature must be included in your plan, or switched on in your workshop settings. |
| Audience | The kind of person the page is mainly written for, such as Service Advisor or Technician. These describe readers, not WRMS Pro roles. |
Button and menu names are written in bold, exactly as they appear on screen. WRMS Pro's English screens use some US spellings (for example Tire Hotel and Labor Presets); the documentation quotes them as they appear so you can find them.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.