Blog
Service news, product updates and pricing changes.
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Technician's Workspace: How to Organize the Interface to Minimize Time Loss
What a technician should see in the system to work effectively: minimizing clicks, quick access to parts and statuses.
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Who Sees What: Why It's Important to Limit Access Rights in a Workshop
How to set up roles in a workshop so an employee sees only the data they need, and why this is necessary for security and efficiency.
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Moving to a New Accounting System: How to Transfer Data Without Losses
A step-by-step guide to importing: how to prepare a CSV file, avoid customer duplicates, and correctly transfer stock balances.
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Integrating WorkPan with Your Website: How to Automate Order Creation
How to set up the integration of your website with WorkPan via API: automatically transferring requests from your website form to the CRM.
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Workshop Network: How to Manage Branches in a Single System
What changes in the workshop's operation when opening branches: product transfers, cash box separation, and a single customer database.
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Service Price List: How to Set Up a Price List to Save Time at Reception
How to set up the link between services and device models to get rid of errors in repair cost calculations and disputes with customers.
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Brands, Models, and Device Type Directories: Why Structure Your Catalog?
Why it's important to structure device directories, how it simplifies the receptionist's work, and how it reveals real failure statistics.
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Closing a Financial Period: Why Open Data Devalues Reporting
What financial period closing is, how it protects against accounting chaos, and why it's critical for any service center.
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Cash Boxes and Financial Categories: How to Get Your Workshop's Finances in Order
Why a workshop needs to separate financial flows, what financial categories are, and how to stop guessing where your profit is.
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Procuring Spare Parts: From Technician's Request to Stock
Procurement as a controlled process with an executor and deadline: how to turn chaotic supplier calls into transparent ticket-based work.
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Spare Parts Inventory: Why Stock Levels Never Add Up and How to Restore Order
Three reasons why stock levels diverge and a workflow that keeps the warehouse accurate on its own.
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The Order Lifecycle: From Reception to Issuance
We break down the order stages: who is responsible for each status and how to prevent orders from being lost in the hand-off between the receptionist, technician, and courier.
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Update of 07.04.2019
We added the Reporting Period module: closing a financial day, month or year with a ban on backdated edits
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Update of 18.03.2019
We reworked the privileges module: access to orders can now be limited at the office, technician or buyer level