Featured: Top 50 Technology Tools for Auto Mechanics

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We have been featured by PointBlank and CapitalDirect as one of the Top 50 Technology Tools and Software Platforms for Auto Mechanics. Their recent survey of auto repair software gives an overview of what is available on the market for all ranges of auto shops from the large dealership to sole proprietor. The article argues the interesting point where pen and paper of making do with excel alone is not enough to efficiently manage your workshop. Our auto repair shop invoice is listed at No. 19 on the list.

We are delighted to have had our software shortlisted here, and we hope you can see the cost savings our product offers in comparison to some competing products, our goal is simple document and finance management.

We plan on integrating with vehicle and parts databases for the UK and US markets in the near future.

http://blog.directcapital.com/business-insights/top-tech-tools-for-auto-mechanics/

New: Statements can report on multiple vehicles

As you may have recently seen, we added support to link customer accounts, and access all customer vehicles from the client dashboard.  Now that the ability to link accounts exists, it made sense to use this to produce full customer statements. You will need to link the required accounts you wish to merge, using the provided link on the client dashboard to select the other clients you wish to combine.

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When logged in to the client dashboard, and clicking on Client Statement at the top of the screen.  You will see a screen similar to above, where you select the date range you wish to produce a report on, here you can select the linked client accounts you wish to see in the statement.  The currently active client is highlighted on the client list selection, you are free to select/unselect any of the individual accounts you wish to include. All Transactions are grouped and sorted by date over all transactions to give an overall clear view of a client’s complete account in full detail, including useful information on each vehicle, such as mileage and last service date.

test.autorepairbill.com app action

This is the latest in the pipeline of additions on the way for our auto repair invoice software. We have also slightly modified the format of the customer statements to display client and vehicle details more clearly.

New: Improved client dashboard and sales reports

We have revised the client dashboard to provide sales reporting, including total sales and YTD sales from that customer. This screen has also been made easier to read and highlight money owed.

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We have also improved the sales reporting module of our auto repair invoice software, highlighting income for current and previous month, as well as overview of  YTD sales.

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If you would like to see any other type of reports or sales analysis, please let us know in the comments for consideration.

New: Automated Service Reminders

We have introduced automated service reminders to our auto repair shop software, which can be found and set up on the client dashboard screen, when viewing details for a client.

You can set whether or not any given customer is to receive service reminder emails, and the set the next date they should receive an email reminder, as well as the frequency at which reminders are sent, current options for this are every 3,6,9,12 months, you can set this as appropriate for the car make and model of your customer combined with their average mileage and driving habits that you are familiar with.

The customer will receive an email with a link to book a service with you, so they can quickly and easily reply to the reminder, as well as make a provisional booking with your auto repair shop.

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This is a sample email that the customer receives, including a link to directly make a booking with your auto repair shop.

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The customer can book directly with the link in the email, which will bring them to a screen similar to the following:

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New: Google Contacts for new customer entry

We are working on further Google integration for our auto repair invoice software, and now when you link your Google account, adding new customers can look up your Google contacts to auto-fill data such as name, phone number and email address.

If you sign in with your Google account, this feature will be available to you, otherwise you can link your Google account to the Settings page of the app.

We are working on Google Drive backup for PDF copies of your invoices via the export feature, which now supports exporting data to Sage.

New: Sync your Bookings with Google Calendar

You can sync your Bookings management with your Google Calendar, when you create, edit or delete a booking in our auto repair invoice software it will automatically update your Google Calendar with the changes.

This requires that you have linked your Google Account to AutoRepairBill, which can be done by Sign in with Google when you login, or by linking your Google Account from the Settings screen.

We are looking into other features of Google APIs, some of our thoughts are:

  • Auto-complete for adding new clients, using Google Contacts API
  • Auto-backup/save/export all PDF invoices to Google Drive
  • Add reminders to Google Calendar

Let us know what you think in the comments!

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