Field guides are walkthroughs for the recurring moments in a busy shop. They tie together the individual features in Wenmar Pro into a full workflow, step by step.
What’s in the Field Guides
End of Day Workflow
Close out your shop day — reconcile the cash drawer, review the day’s sales, and confirm your totals.
Handling Walk-ins
Take a customer who shows up without an appointment from the front counter to a work order without missing a step.
Walk through Handling Walk-ins
Month End Reporting
Pull together your numbers for the month — sales, technician productivity, and outstanding balances.
Walk through Month End Reporting
How to Use These Guides
Each guide follows the same shape: what you’ll need before you start, the step-by-step workflow, and how to handle the common snags. You can run a guide as a checklist the first few times, then it becomes second nature.
The individual tools these guides use are covered in more detail in Working in Work Orders and Working with Customers.
Questions? Contact us at help@wenmarpro.com