Workshop Connect Comments

Marlin Tyre and Mechanical Workshop Software's integration with the Marlin Workshop Connect mobile app enables seamless communication between technicians and front office staff, using comments.

Once a planner task has been opened in the mobile app, comments can be added to it using either the mobile app, or desktop client.

Above the Planner Task Details is a Comments button, which can be tapped to expand or contract the comments section of the task.
Alternatively, tap the top of the Comments section shows any comments made on the customer order.

No Attachments section in this screenshot, but I don't think it matters. It just looks like we cut this image off.

The Comments section will open below, showing a list of comments associated with the task, as well as information about the user who created the comment, the time and date it was created.

Unread comments will be highlighted in blue.

Adding Comments

Open Planner Tasks > [Planner Task] > Comments

New comments can be added to an order by tapping the + Comment button at the top of the Comments list.

A textbox will appear, which can be used to enter the comment.

To save the comment, tap the + Comment button to the bottom right of the textbox.

The Salesperson associated with the order will be instantly notified about the comment in the Notifications tab of the Business Planner, once it has been saved.

need to add section about notifications to the business planner

Comment Notifications

Next to the menu icon, at the top right of the Marlin Workshop Connect app is the Notifications icon.

If the user has unread notifications, a red dot will appear on the icon.

To view a list of user Notifications, tap the notification icon.

The list can be filtered to show Read or Unread notifications using the filter menu to the top right.

Each notification indicates the customer’s name, vehicle registration and type, and how many comments have been recently added.

Tapping on a notification will open the relevant task on the Comments tab.

Comment Push Notifications

The Marlin Workshop Connect mobile app can be configured to send push notifications to technician devices, whenever new comments are added to an order, using the marlin desktop client.

Push notifications appear on the lock screen of whichever device the relevant technician is logged into, ensuring they never miss important updates.

Whenever a user first logs into the Workshop Connect app on a new device, the device will request permission to send push notifications.

If push notifications permissions are enabled, they will be sent to the assigned technician, whenever another user adds a comment to an order using the Marlin desktop client.

Tapping on the push notification will open the Workshop Connect app, showing the comment on the relevant order.