Settings

Everything an Owner sets up: the workshop, people and devices, jobs, time and payroll, and the audit log.

When to use

You are setting up WSManager for your workshop.
You need to change how something behaves.

Only Owners can open Settings. Open it from the Settings link in the menu. If a settings page says “Only Owners can change them”, other roles cannot open it.

Overview

The Settings page groups its pages. Each has a short description beside its link.

Screenshot pendingThe Settings page with pages grouped under Workshop, People and devices, Jobs, Time and payroll, and Records

The Settings page.

Key features

Workshop

Workshop details and logo: the name, phone, address and logo on job cards, and the bookings warning.
Job numbers: the prefix and the next number for new jobs.
Xero settings: connect to Xero and map its accounts. See Connecting Xero.
Import customers from Xero: see Xero customers.

People and devices

Staff: add and change staff, roles and PINs. FSM Developments support access is also here. See Support access.
Shared devices: the shared workshop PCs and tablets.
Work calendars: weekdays, hours and breaks.
Leave types: what staff choose when they apply for leave.

Jobs

Job types: colours, labour rates, default checklists and standard parts.
Checklists: the checklist templates.
Board cards: what each job card on the job board shows.
Activities: what staff pick for time that is not on a job.
Mileage rates: the rate per km for each vehicle.

Time and payroll

Time settings: tolerance, long shifts, rounding and the shared PC.
Payroll settings: pay periods and pay codes.
Public holidays: the region’s anniversary day and workshop closures.

Records

Audit log: who changed what, and when.

Suggested setup order

Workshop details and logo.
Staff and work calendars.
Job types, checklists and activities.
Mileage rates.
Payroll, leave types and time settings.
Shared devices for the workshop PC.
Connect Xero, then choose the parts list source on Markups.

Tips & gotchas

Most changes take effect straight away and are recorded in the audit log.
Things in use are deactivated rather than deleted, so history is kept.