Workshop module
In short
Workshop is a HelloCRM module: from vehicle or equipment intake to repair and invoicing, everything in one place. A paid module that can be tried for 3 days; its price is coming soon. You switch it on next to the free core CRM, and cancelling it deletes none of your data.
Updated:
Fact sheet
- What it is
- A HelloCRM module: from vehicle or equipment intake to repair and invoicing, everything in one place.
- Who it is for
- Suggested for these trades: Garage and workshop. It can be switched on in any account.
- Price
- A paid module that can be tried for 3 days; its price is coming soon. Bought on its own, monthly.
- Limits
- The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
- Cancelling
- Cancel any time; the module stays until the end of the paid period, and none of your data is deleted.
- Languages
- Hungarian and English, chosen per user.
- Where it runs
- In the browser today (app.helloteam.hu), on a phone too; Windows, macOS, iPhone and iPad, Android apps coming soon, none in a store yet.
- Where the data is kept
- Germany (Falkenstein), Hetzner, EU: the cloud version of HelloCRM keeps its data and uploaded files in Hetzner's Falkenstein data centre. The Self-hosted plan: the same system on your server.
- Status
- Not launched yet; pre-registration is open. Launch: the date has not been announced.
- Maker
- DField Solutions, Hungary
Workshop module: facts, as of
What does the Workshop module do?
- Digital job cards: record the customer, vehicle or equipment, symptoms, work performed and intake condition.
- Vehicle and service history: every repair and maintenance visit is traceable on the vehicle or asset profile.
- Diagnostics and repair: manage fault finding, workflow stages, mechanics and time spent.
- Parts management: track parts used, stock reservations, purchase prices versus customer prices and returns.
- Quotes and approval: show the customer the expected costs and document their approval before extra work starts.
- Workshop scheduling: view active jobs across lifts and bays, spot delays and see repairs waiting on parts.
- Invoicing preparation: generate an invoice draft from approved labour and part lines.
- Quality check and warranty: document pre-handover inspection, odometer at release and warranty repairs.
What does it cost, and can I try it?
Details
Workshop: paid module, price coming soon.
Bought on its own, monthly, on top of the free core CRM. It can be tried for 3 days first.
Who is the Workshop module for?
Questions
How much does the Workshop module cost?
Paid module, price coming soon.
Can I try the Workshop module?
Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.