WinchWorks Help
How to run jobs, price them, and get paid. Written for the person doing the invoicing.
New to WinchWorks? Start with Getting started.
Getting startedWhat to set up on your first day with WinchWorks, and what can wait.Creating a job and why vehicle class mattersRecording a vehicle when it arrives, and the one field that decides how everything prices.Rate schedules, coverage and missing ratesPutting a payer's agreed prices in, and what the warnings mean.How storage accrues, caps and waiversWhen the storage clock starts and stops, and how to reduce it.Recording pickup and releaseClosing out a vehicle when it leaves your yard.Finalizing, revising, and what "superseded" meansTurning a job into a numbered invoice, and correcting one after it is issued.Emailing invoices and delivery trackingSending an invoice, who it goes to, and how to tell whether it arrived.Recording payments, short-pays and write-offsTaking money against an invoice, and what to do when a payer pays less than the total.Reports, aging and statementsSeeing what you are owed, how old it is, and who owes it.Importing your historyBringing past invoices in from another system, and undoing it if it goes wrong.Users and rolesAdding your staff and deciding what each can do.QuickBooks exportsGetting your invoices into QuickBooks Desktop or QuickBooks Online.Billing and trialsWhat the trial includes, what it costs afterwards, and how to cancel.Security and passkeysSigning in safely, and what protects your shop's data.