Documentation

How repair jobs, inventory, reference books and finances work — with screenshots.

• Control panel Documentation on the WorkPan control panel. The basics for getting started
• Creating orders How to open a repair order: choosing the device type, brand and model, describing the fault, repair services and taking the device in
• Viewing all orders The “All orders” panel: filter and search, two list layouts, a short order card with its status, priority and due date
• Order overview The card of a single order: tabs for enquiries, comments, tasks, finances, logistics and history, the services on the order and the client’s details
• Purchasing, all tasks The parts purchasing panel: order number, the part needed, order date, device model, the buyer responsible, service centre and purchasing status
• Purchasing ticket The purchasing ticket: one component on an order as a separate task for the buyer — status, part price, assignee, comments and history
• Adding a supplier How to add a supplier of parts and goods: the counterparty card, its details and the link to purchasing and the warehouse
• Workshop panel The workshop panel: the repair queue by date — device model, repair type, technician and service centre
• Workshop ticket The workshop ticket: one repair service as a separate task for a technician — status, price, assignee, requester, comments and history
• API for developers API documentation for developers. With the API you can integrate WorkPan with your own software or website
• Devices reference book How to work with the device types reference book. Detailed documentation: viewing, adding, editing, deleting
• Brands reference book How to work with the brands reference book. Detailed documentation: viewing, adding, editing, deleting.
• Models reference book How the “Models reference book” module works: adding new models, editing existing ones, disabling and deleting.
• Services reference book How the “Services reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Parts reference book How the “Parts reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Goods reference book How the “Goods reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Cities reference book How the “Cities reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Offices reference book How the “Offices reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Cash desks reference book How the “Cash desks reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Warehouses reference book How the “Warehouses reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Financial item groups reference book How the “Financial item groups reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Financial items reference book How the “Financial items reference book” module works: adding new entries, editing existing ones, disabling and deleting.
• Managing services in models The “Services in models” section: which repair types are available for a particular device model and at what price
• Exporting data Exporting data from the program into a CSV file.
• Importing data Importing data from a CSV file into the program.