💡FAQ

1. How do I grant WorkMate App permissions?

2. What is the difference between sales orders and work orders in WorkMate?

Sales orders are similar to work orders in that they both facilitate the processing of customer requests. Work orders, when saved creates a draft order in Shopify utilizing the work order data that was entered including any labour or customizations.

3. How does WorkMate handle special orders?

WorkMate allows users to create special orders from a work order or sales order. This means that if a product is not in stock, users can easily create a special order for it for ordering. You'll be able to then link a special order to a purchase order to order the products from the vendor.

4. Can I print invoices for sales orders and purchase orders in WorkMate?

Yes, WorkMate allows users to print invoices for both sales orders and purchase orders. Default templates for work order invoices and pick tickets are available, which can be customized as needed.

5. How do I set up services in WorkMate?

To set up services in WorkMate, navigate to the Services and Labour module. You can create a new service by selecting the option to add a service item. This allows you to define the service details, including pricing and any specific attributes related to the service. Once created, these services can be added as line items to work orders.

6. How do I delete a service that I created?

To delete a service, navigate to the Products section in your Shopify Admin Dashboard. There, you can either find your service with its associated SKU or search for it manually to delete.

7. What are Custom Fields in WorkMate?

Custom Fields in WorkMate allow users to collect specific attributes or additional information for sales orders and work orders. This feature provides flexibility to tailor the order process to meet unique business needs.

8. What kind of support does WorkMate offer for implementation and onboarding?

WorkMate provides a white glove implementation service that includes a dedicated project manager and data analyst to support the onboarding process. This service helps ensure that users can effectively utilize the application and manage their work order flows.

9. Why isn’t tax being calculated in WorkMate?

WorkMate pulls tax configurations directly from Shopify. If tax is not being applied, check the following:

• Verify that your tax settings in Shopify are properly configured and up to date.

• Confirm that the correct tax locations are set in Shopify.

• Ensure the customer is marked as taxable and that their location is correctly set (for example, the right country or state).

• Review Shopify’s tax rules and legislation for your region. Certain categories such as digital goods, food, clothing, or services may be taxed differently.

For example, Shopify’s tax system treats Labor as non-taxable in Florida. In this case, you would need to create an override for your Service Items Collection in Shopify to force tax to apply.