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.
This tutorial takes one real job from an empty account to money in the bank. Do it with a real customer, or with yourself as a test customer and delete the records afterwards.
Time: about an hour. You need: your logo, ABN, labour rate, and the staff email addresses you want to invite.
- 1Set up
- 2Team
- 3Customer & car
- 4Book in
- 5Do the work
- 6Invoice & pay
- 7Next reminder
Part 1 — Set up the workshop
Create the workshop
After confirming your email, name the workshop Harbour Road Automotive and choose Clean Slate. → Workshop setup
Put your details on your paperwork
In Settings → Company, upload the logo and enter the address, phone, email and your ABN as Organization Number. In Settings → Invoice, turn on Organization Number under Visibility on Invoice.
Set GST
In Settings → Tax, turn on Enable Tax, rate 10, label GST, and choose inclusive or exclusive. → GST and tax
Set your labour rate and hours
In Settings → Workshop, enter your Default Labor Rate (per hour) and working hours. In Settings → Localization, set the default country code to +61.
Part 2 — Bring in the team
Create a Technician role
In Settings → Roles, create Technician with View on Dashboard, Vehicles and Customers, and View/Edit on Work Orders, Services, Inspections and Work Board. → Roles and permissions
Invite your staff
In Settings → Team, invite each person. Give technicians the Technician role; give your service advisor a Front desk role or Admin. → Users
Put technicians and hoists on the board
On the Work Board, Add Technician for each technician (link them to their login) and Add work bay for each hoist. → Technicians and work bays
Part 3 — Sam and his Corolla
Add the customer
Customers → Add Customer: Sam Nguyen, mobile +61 4xx xxx xxx, email. Or import your whole list. → Data import
Book the car in
Work Orders → New Work Order. Sam's car is not in WRMS Pro yet, so choose Add New Vehicle: Toyota, Corolla, 2017, ABC123, customer Sam Nguyen. Create & Continue.
Title the job 180,000 km service. Under Schedule, set tomorrow at 8:00–10:00, pick a technician and Hoist 1, then Assign to Board. → Scheduling
Part 4 — Do the work
Start the job
When the car arrives, record the odometer under Mileage and select Start Work. The technician selects Clock on. → Work orders
Add labour
Add a labour line — 180,000 km logbook service, 2.5 hours — or add a labour preset.
Add parts
Add the oil filter and engine oil from inventory. Stock goes down straight away. If you have not set up inventory yet, type the parts in. → Parts on work orders
Found something extra? Quote it
The technician notices worn front pads. Create a quote for the pads, Share it to Sam by SMS, and set the job to Waiting for Approval. When Sam taps Accept Quote, add the pads to the job. → Quote approval
Finish
The technician selects Clock off with Work finished, and the job is set to Completed. Use Notify to tell Sam by SMS that his car is ready.
Part 5 — Invoice and payment
Check and send the invoice
On the work order, check the Invoice Summary, then Share the invoice with Sam, or print the PDF for the counter. → Invoices
Record payment
Sam pays by card at pickup. Record Payment → amount, Card, Save Payment. The balance shows zero. → Payments
Part 6 — Bring Sam back next time
Remind the team
On the Corolla, add a reminder Next service due in six months or at 190,000 km. → Reminders
Remind Sam
Schedule an SMS to Sam for the week before it is due: "Hi Sam, your Corolla is due for its next service. Reply to book." → Service reminder workflow
You're done
The Getting started card on the dashboard should now show every step complete. From here:
- Walk your service advisors through Customer → vehicle → work order.
- Show technicians Inspections and the time clock.
- Set up inventory and low stock alerts.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.