WRMS ProDocs

Glossary

Plain-language definitions of the terms used in WRMS Pro and this documentation.

TermMeaning
AdminA built-in access level with full access to the workshop.
Audit logThe record of who changed what, and when.
Balance DueWhat is still owed on an invoice after payments.
Custom roleA set of permissions you create, such as Technician, and assign to Members.
CustomerA person or business you do work for.
Excluded lineA quote line shown to the customer but not counted in the total.
FindingSee Observation.
GSTGoods and Services Tax. Set up in WRMS Pro as a 10% tax rate with the label GST.
Inclusive / exclusive taxWhether the prices you enter already include tax (inclusive) or have it added on top (exclusive).
InspectionA checklist completed against a vehicle, with grades, readings, notes and photos.
Inspection templateThe checklist an inspection is based on.
InvoiceThe bill for a work order. Every work order has one.
Labour preset (Labor Presets on screen)A saved bundle of labour lines and parts you add to jobs in one step.
MemberA built-in access level whose rights come from their custom role.
ObservationSomething a technician noticed that may need work later. Shown on the customer's invoice.
Organisation (Organization on screen)Another word for your workshop in WRMS Pro.
OwnerThe person who created the workshop. Full access, including the WRMS Pro subscription.
Parts-only saleAn invoice for parts with no vehicle, for over-the-counter sales.
Plan featureA capability that must be included in your WRMS Pro plan.
Predicted maintenanceWRMS Pro's estimate of a vehicle's odometer and when its next service is due.
PresenterFull-screen view of the Work Board for a workshop TV.
Price listAgreed pricing for a customer: parts discount, labour rate, fixed part prices.
Purchase order (PO)An order to a supplier for stock.
QuoteA priced proposal the customer can accept before work starts.
ReminderA dated or odometer-based note that alerts your team when due.
Reorder point (Min Qty)The stock level at which a part counts as low.
Scheduled messageA message to a customer sent automatically at a set time, once or repeating.
Service recordThe older name for a work order, still used on a few screens.
Share linkA private web address for one document that a customer opens without logging in.
Status reportA video and message update on a job, sent to the customer.
Stock movementA recorded change to a part's quantity.
TechnicianA person work is assigned to on the Work Board. May or may not have a login.
Tyre hotel (Tire Hotel on screen)The optional module for storing customers' tyre sets.
VoidWithdrawing an invoice while keeping its number on file.
WebhookA message WRMS Pro sends to another system when something happens.
Work bayA place work happens — a hoist, ramp or bay — used for planning.
Work BoardThe visual day and week planner.
Work orderOne job on one vehicle: work, parts, labour, status and invoice.
WorkshopYour business in WRMS Pro. All your data belongs to it.
WRMSWorkshop Repair Management Software.

Still need help?

Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.