Creating Your First Booking in Your Trial

One way to get started on Garage Hive is to make a booking. A booking ensures that you create a jobsheet and capture relevant information about the job.

In this article

  1. Create a booking
  2. Add vehicle details
  3. Add customer details
  4. Add comments

Create a booking

To create a booking from the home page:

  1. Click on the Schedule from the actions bar.
  2. Select the Bay or the Technician to allocate the booking.
  3. Left click and drag horizontally on the right from the time the booking starts to the end of the booking, and then release.
  4. A pop-up window appears, Select Allocation Type for the booking and click okay. After clicking okay, a jobsheet is created and appears on the pop-up window.

Add vehicle details

  1. Start by typing in the vehicle registration number on the field Vehicle Registration No..
  2. Press the tab button; the vehicle details are added automatically.

Add customer details

If the vehicle was already added before, the customer details would be added automatically. If not:

  1. Start typing the customer’s name under the field Customer and press the tab button to create a new customer.
  2. From the pop-up window that appears, add the customer’s address by searching on Lookup address from postcode.
  3. Add the customer’s phone number and email address on the respective fields.
  4. If you have payment terms agreed with a customer (trade), for example, they pay every 30 days from the invoice date, you can add the terms by scrolling down to the Payments section.
  5. Scroll up to add a credit limit on the Credit Limit (LCY) Field (if necessary)
  6. Click close to create the customer’s card.

Add comments

To add a comment:

  1. Scroll down to the Comments section on the jobsheet.
  2. Select the first cell under the Type Code column and add the type of comment.
  3. Select the next cell under the Comment (Extended) column, and a pop-up window appears, where you write your comment; you can maximize the window for a better view.
  4. After adding the comment, close the window to create the comment; the time and date of the comment are added automatically.

Note:

Unlike other fields in the system, the Comment (Extended) field can be as long as you want.

See Also

Video: How to create your first booking
Welcome to Your Role Centre
Adding Items and Labour to a Jobsheet
Creating a Purchase Order
Processing a Purchase Order/Invoice
Viewing Items to Return
Creating a Purchase Return Order
Processing a Vehicle Arriving
Processing a Jobsheet to Invoice
Creating an Estimate
Processing a Vehicle Inspection Estimate