webSAM by Auxo

Here's how start building a library of pre-written text stories that can be quickly added to your jobs & customer invoices...

It probably goes without saying that your customer will be far more appreciative of your service and less likely to question the final bill if you give them a well defined outline of the work undertaken on their vehicle.

A good library of well explained services can be maintained in your SAM system, so you can readily add a detailed breakdown of work to a job without having to completely re-type it for each and every invoice using our Library Text feature.

By default, we provide a decent library of pre-written stories that can be added to jobs, but you might want to tweak or expand on what we've provided to put your own spin on the work you do, or elaborate even further on the specific steps you undertake on the vehicles that pass through your workshop.

To add/edit your Library Text:

Navigate to the Setup menu by clicking the white arrow in the top menu of webSAM (between your company name and the 'Dashboard' option) then select Library Text:

This will display all of your existing Library Text stories.

From here you can click the + icon to add a new entry, or click on the Keycode of an existing story to edit it:

This will display the form for you to create/edit your story:

Give the Library Text entry an appropriate Keycode, a short and memorable alphanumeric reference for the story you're working on.

Name the Library Text entry something appropriate such as "10k Service" or "WOF Inspection".

Now, type the Text that you want to appear on the customer invoice/job; be detailed, use hyphens to create bullet-pointed lists etc. You can refer to some of the existing stories we added to your system by default. Really the bigger (and more expensive) the job is, the better you should explain the extent of work that you've invested into the job, to reassure the customer just how comprehensive you were, they will appreciate it!

When you're done, click Save.

To find out how to add libary text on to a job, check out this article:

• Adding parts, text and labour on to a job

? Need more help? 

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