A request becomes a survey, a quote the customer signs, a job with parts drawn from stock, and an invoice. Nothing retyped between the workshop and the books.
Most of what goes wrong is not technical. It is the gap between what was done and what was recorded.
A service request becomes a site survey and a priced quote, with the history kept on the same record rather than in an email thread.
Quotes can be sent for the customer to approve and sign, so authorisation exists as a record and not as a memory of a phone call.
Bench jobs and site visits run through the same work orders, with a dispatch board for whoever is out on the road.
Parts used on a job come out of inventory and cost the job. Stock levels and job margin stay honest without a stock take to prove it.
Completed jobs are billed in a run rather than one at a time, and a month-end close makes sure nothing is left sitting uninvoiced.
Labour, parts and travel sit against the job, so you can see which customers and which job types are actually paying.
Most repair businesses want more of their income booked before the month starts. The service module supports the contract side, not just the reactive one.
We will run it end to end, from the request through to the posting, on something close to your own work.
We can run a demonstration on your sector’s actual workflow. Worth a look?