How it works
Quotes
Create, send, and track proposals: catalog, custom lines, validity, PDF, coupon or points, and convert to an order when the customer accepts.
How it works
- 1The shop — or the customer in the app — builds the proposal with catalog, custom lines, validity, branch, and coupon or points.
- 2You send it as a PDF. The customer sees it on web or phone, can request a coupon, and the shop applies it to the total.
- 3If they accept, an order is created with the same lines. If it expires, you reactivate it with a new validity without starting over.
- In-app approval
- PDF and delivery
- Coupon or points
- Convert to order
Other modules
Work orders
From request to order: complete the customer and vehicle, accept the proposal, and the job is ready for services, billing, technician, scheduling, and check-in.
Scheduling
Shop calendar with technician assignment.
Inventory and products
Stock, inbound/outbound, and product catalog.
Payroll and attendance
Contracts, pay periods, payouts, and daily check-in.
Push campaigns
Scheduled notifications to your customers’ app.
Loyalty program
Points, tiers, rewards, and cashback for repeat customers.
Operational reports
Revenue, service, and team performance metrics.
