Export data to Excel and Sage

Auto Repair Invoicing Software (16)

We have upgraded our data export feature of our automotive repair invoice software to now include exporting to Excel, and now additionally also Sage.  You can export to Sage 50 2011 (v17) and later by using our export feature, either by date, or exporting all data in bulk.

There is also detailed instructions on how to import the generated data files into Sage once you have downloaded them.

The Sage 50 records produced are:

  • Customer Records
  • Project Records
  • Project Transaction Records

Auto Repair Invoicing Software (17)

On the customers records export file, you will need to specify the nominal ledger to use for your Sage installation, you should edit this in excel, or while using the import wizard, there are detailed instructions available when you are downloading exported data from this app.

Video Tutorial: Product tour for your new account

This video has been prepared for users who are new to our automotive invoice software, this will guide you through from the first time after logging in after creating an account on autorepairbill.com, and how to proceed after you have signed up for your new account.

This guide will show you the software basics as an introduction, highlighting the primary features.  Topics covered include guide to navigation in the software, how to perform basic tasks like creating invoices, making payments, bookings, client management and Repair Order management, and an overview of the sales reporting module.

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NFC Time management for mobile app

Time management and billing accordingly can be a hassle, and all of us forget or lose track from time to time.  As it is, we have covered this in many areas of our automotive invoice software, with the existing Repair Order management screen, for clock in/out on PC, along with our android app for clocking in/out on the go.

NFC for time management? We are considering adding this to our app, you can use stickers, keyrings, wrist bands, lots of different ways to clock in/out!

And wouldn’t it be easier to simply tap your phone against a sticker to clock in and out?  The one disadvantage foreseen here is that for NFC to work, it is usually on the back of the phone, and hence the phone needs to be removed from any casing to make contact with the NFC surface, we welcome your thoughts on this issue in the comments?

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New feature: Sales and income reporting

Our auto repair invoice software now includes fulls Sales reports, showing detailed breakdown of work invoiced, and payments received.  You can see payments received in cash, check or by card.  The data is displayed monthly for the past rolling 12 months.  You can choose the type of chart that is  easier on the eye the read, as either a curved line chart, or a comparative bar graph. You can hover over any item on the chart to get the precise value for that month.

Auto Repair Invoicing Software (12) Auto Repair Invoicing Software (13)

Auto Repair Invoicing Software (14)

New features: PDF Client statements & create invoice from RO

We have been working hard on customer requests for our auto repair software, and some of our own ideas since the new year. This new release brings PDF client statements, which are now also customisable by date range. You can now very quickly and easily create an invoice from a complete Repair Order, it is a breeze to do this now, the invoice is pre-filled with the information provided in the RO, i.e. all labor and part items are accounted for on the invoice, along with amounts, which are then auto-calculated, this can obviously save a lot of time when a job is complete, a mere click of a button! Please see the video tutorial on creating repair orders from an invoice.

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www.autorepairbill.com app action

Support for multiple vehicles per customer

We are adding this to our to do list of features on the way, we recently published the most requested features from our competition, and are busy on the way towards implementing these upgrades for our automotive invoice software.

As the system currently stands, each new vehicle is created as an individual account, this can make it difficult when trying to manage a customer that has more than one vehicle registered on the system.  We plan to introduce the ability to link customers.  This will enable our recently added customer statement feature to list all, or  a selection of vehicles belonging to a client on one statement, which has obvious advantages for both you and your customers to see where  they stand with their auto repair bills.

As always, stay tuned, and follow us here, or on facebook and twitter for updates.

New features planned for 2015

We recently held a facebook competition to gain insight into what our customers would like to see in our auto repair shop software.  Many thanks to all those who took part, providing many valuable suggestions, which we are taking on board on a priority basis by demand, and congratulations to our winner of a one year unlimited acccount, Denis O’Carroll, we hope you are happy!

While many suggestions were made, minor and major, we have compiled the following shortlist of next to be added features:

  • Vendor/Inventory management and better control of part costing.
  • Repair Order history on the client dashboard.
  • Automated reminders, for unpaid invoices, and to send for service reminders.
  • Sales/Income reporting and charts.
  • More video tutorials.

The RO history is likely the first of the above that we will tackle, as we update the software we will, as always, keep you informed and up to date on new feature rollouts here on our blog and our facebook and twitter profiles.