How it works

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.

How it works

1. 1If it arrives as a pending request, pick an existing or new customer and the captured vehicle is assigned when you save.
2. 2Mark the quote as reviewed. When it is accepted, services and the total move to the order without retyping them.
3. 3The order is born with collections (partial payments), outstanding balance, and the next step: assign a technician, schedule, and check in.

• New or existing customer
• Accept quote
• Collections and check-in

Other modules

• Quotes

  Create, send, and track proposals: catalog, custom lines, validity, PDF, coupon or points, and convert to an order when the customer accepts.

• 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.