WRMS ProDocs

Tutorials

Step-by-step walkthroughs of complete workshop tasks, from first set-up to getting paid.

Audience:Workshop OwnerService AdvisorTechnician

Feature pages explain one screen. Tutorials follow a real piece of work across several screens, in the order you would do it. Each one uses the same example so they read as one story:

Sam Nguyen brings in his 2017 Toyota Corolla (registration ABC123) for its 180,000 km service. Your workshop is Harbour Road Automotive.

Opening day in WRMS Pro

Set up the workshop and take a first job all the way to payment. About an hour.

Customer → vehicle → work order

Book a new customer's car in at the counter.

Inspection → quote

Turn inspection findings into a priced quote the customer can see.

Quote → approval → work order

Get the go-ahead and start the job without retyping.

Work order → invoice → payment

Finish the job, bill it and record payment.

Purchase order → inventory

Order stock from a supplier and book it in.

Sharing documents with customers

Set up your details and messaging so customers get polished links.

Service reminder workflow

Make sure every customer is brought back for their next service.
The whole journey, and where each tutorial fits
  1. 1Customer & vehicle
  2. 2Inspection
  3. 3Quote & approval
  4. 4Job & payment
  5. 5Next service

Still need help?

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

Install the app

Put WRMS Pro on your phone, tablet or computer's home screen so it opens like an app, full screen.

Opening day in WRMS Pro

A guided first session. Set up Harbour Road Automotive, add the team, book Sam's Corolla in, do the work, invoice it, take payment and set up his next service reminder.