NEW: Updates to Invoice & RO Editor

We have started on our upgrades in response to the feedback from our recent user survey, the participants of which we wish to thank again for time to let us know what is right, and what is wrong!

We will be rolling out a stream of minor upgrades over the coming weeks to improve user experience and address some highlighted bugs that have crept into the last release, and also preparing for a major upgrade scheduled for this summer.

In the meantime, we have made some revisions to the current invoice editor, and quote editor, which now shows the Parts/Labor totals at the end of the editor without tax, then the tax line and then final amount, we all admit here that it does look a hell of a lot damn clearer! Seeing this from our customer’s perspective certainly helped out here.  The new format editor better separates out tax, labor, parts and total while making out the invoice, the printed invoice remains unchanged with this update.

New Invoice Editor Update

On the R.O. side, we have added the much requested Repair Order document to include a customer sign-off line, this is now present on all Repair Orders, but we plan to make this optional in Settings soon for those who may not wish to display, for the moment it is now standard on all R.O., you do not have to use it, but there will be an option to remove it for those who do not with to display signature line.

R.O with signature line

In our upcoming update to our Android app, we plan on adding ability for customer to sign-off on a repair order using finger signature on screen of device, our mobile app is currently held up due to an issue with our licence plate scanner we are also adding to upcoming update.

Many more changes are on the way, including the most requested to have multiple labor lines, this is a major upgrade to the underlying systems and will take careful planning and testing before release, but we have begun work on this and aiming for release of this much requested ability sometime this summer.

NEW: Revised invoice formats

The format used on invoices is often a source of contention between users, and it is indeed difficult to cover the needs of every individual business, whom may have their specific requirements.

To this end, we are offering more flexibility on our invoices now, with more detailed and easier to understand breakdowns on totals for parts and labor.

The intelligent tax handling system will determine whether labor tax is shown or not, based on whether or not tax is applied to labor for a given invoice.

Below is a preview of our new invoice formats, which will be live later tomorrow.

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Below is invoice where tax is applied to labor.

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Recent Updates: More available data on client screen

Previously, there was a limited view of past action on the client dashboard, e.g. you could only the previous booking made and the last 5 Repair Orders.  Needless to say this was not giving a complete overview of client-specific data that is readily available in your auto repair software.

Our revamped dashboard will now show you complete bookings history, a complete RO history, and as always, complete invoice/transaction history, however all this data is now wrapped in neat little scrolling sections, as we were aware some clients had issues with the ‘infinite scroll’ on clients that had lots of transactions processed over time.

Auto Repair NEWDASHBOARD

Other minor UI/UX tweaks have been made to how payments and certain actions are handed, using appropriate redirects depending on from what page the user takes an action, this new upgraded sub-system also prevents repeat operations, such as repeat payments, or repeat invoices due to browser reloads.

Fixed the issue of restoring a browser crash and navigating back to previous action on relaunch, these and other tunings significantly boost system efficiency and reliability, providing safeguards against common errors.

We will be adding estimates to the client dashboard screen too soon, so as always stay tuned!

Updates to Payment recording

We are happy to introduce a revamped payment recording on invoices, in an effort to both make this process more user friendly, and less prone to payment errors.

The most noticeable change is upon creating a payment, instead of the Transaction Complete notice, you will now be brought to that client account, with a message indicated the payment has been recorded.

Another option that has been added on user request, is to record payments made by bank transfer, this option is now available as a payment type.

By far the biggest source of customer support requests, are transactions gone wrong. In an endeavour to simplify this, we have added the facility to reverse payments, which will be removed from transactions, and the amount credited back to the invoice.  In a case where it really gets messed up, you can also delete the invoice, which will clear all associated transactions. Please exercise caution with these new options, they cannot be undone once deleted.

Audit Trail
This revised system is due to unprecedented levels of customer enquiries with payments that were recorded in error, however while the ability to do so is now available, we will be refining the system so that reversed transactions are still present in the system, but balanced by a counter transaction that will be invisible on the UI.

Further updates will include proper refund handling and more accurate reversal tracking with an optional note on reason for reversal.

Also, we have improved the invoice selector to properly update the invoice amount and payment amount when selecting the invoice you wish to pay.

For our current users, most of these are welcome changes and implemented upon suggestion, so as always we hope this speeds up your day makes life easier for you.

NEW: Updated record storage for historical data

Many requests from customers have been to store historical mileage data on invoices.  This was previously managed by the vehicle log, and did not maintain a historical mileage record on individual invoices. This has now been changed so that all mileage information is now stored per invoice individually at the time of invoice creation.

We will be adding this to quotes and repair orders soon also.

Another aspect of our auto repair software we are looking at giving an overhaul is our inventory system, which is getting a review also, and we will be introducing a more feature rich tracking of cost of sales and profits on parts, other features we are considering here are part purchase dates. As always please get in touch with any suggestions you may have to improve the experience!

Beneath the surface, the inside view

Auto Repair Bill has many subtle, powerful features that are often easy to overlook.  Most features in our software are interconnected and feed into each other in a natural flow, this may not be obvious just by casually using or looking at the app.

In this post we intend to demystify and debunk some of the inner workings, showing you how to get to maximise productivity and save time on data entry.

For maximum efficiency, set your labor rate. Use the QUIK Service for vehicles requiring scheduled maintenance, add the desired items to the repair order, then make any adjustments you need in the RO editor, when the job is finished, the One Click invoice button will produce a fully costed and prepared invoice to give to your customer.

1) Streamlined, Every repair document can be converted into an invoice with one click


Below you will see the Repair Orders screen, note the highlighted icon, this will instantly convert the select repair order to a chargeable invoice with one click, auto calculating the total labor and adding parts for you to preview and edit before saving. Labor line items from a repair order will be formatted to the labor field on the invoice, with a total calculated.

You can do exactly the same in our auto repair software with an Estimate, with one click invoice creation to convert a quote to an invoice.

2) Set your labor rate in settings

laborsetscr

Setting your labor rate in Settings allows Repair Order and invoices to calculate labor costs based on time involved on a job, this particularly speeds up RO creation.

3) One click QUIK Service for Invoices and Repair Orders

quikservice
The QUIK service feature is a very simple way to create an RO or Invoice for a vehicle by entering VIN, mileage, date since last service, and you will be presented with a list of scheduled maintenance items from manufacturer, you can opt to chose which items you wish to add to your document.

NEW: Improved inventory and markup on parts

We are happy to bring you even more functionality to our inventory and  parts sub system, you may notice on invoice creator that you can now add the markup percentage you wish to apply to a given part.

The Inventory system of our auto repair software has been updated to efficiently handle multiple markup options, you can enter a markup for part in your inventory that will be automatically applied when you invoice out that part from stock.

It is also possible to set a vendor markup rate, applying this markup rate to all parts from this vendor when a part is invoiced.

Upcoming updates will provide stock reporting on Inventory in PDF format for stock taking or general review.

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QuickBooks integration is here!

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Requests for integration with QuickBooks has by far been the most requested feature from our users and interested parties, topping the polls consistently.

We are happy to bring you a fully functional QuickBooks Online integration which went live in the early hours of last night.

Our initial implementation currently only supports the QuickBooks Online service, and we are working to get a solution for the Desktop version in the coming week or two.

So, what can you do with our auto repair software and QuickBooks Online?

  • A one-time activation must be done with QuickBooks Online to authorize Auto Repair Bill to manage your QuickBooks data.
  • All newly created invoices and customers on Auto Repair Bill will be sent in realtime to your QuickBooks Online account.
  • New users can import their existing customers from QuickBooks Online into Auto Repair Bill, and have a starting set of clients to work with after signing up.
  • Existing users can export all their historical client and invoice data from Auto Repair Bill into QuickBooks Online, using a one click process.

New invoice templates in development

We are taking on board the combined requests of our customers over the last few months to develop new and more flexible invoice templates.  For users that are happy with the way things are, there will be no change.  For those who want more options, we will be adding a second, and possibly more invoice templates in the coming days.

In the meantime, this is what we have so far, but we are still tweaking!

auto repair invoice

Auto Repair Invoice

Any feedback that our customers would like to share, would be very much appreciated, you can  leave any suggestions in the comments on this post please.

Easier tax entry on invoices

Over the course of time it had been pointed out to us here that many US states do not allow tax on labor part of work carried out.  This has been perplexing to many new users, often concerned about applying zero tax to labor and adding tax rates for parts only. This has been another common request for our auto repair software.

Up until now, this involved setting one of the tax brackets to zero and applying that to the labor cost.

We have improved and simplified upon this by adding the option of ‘NONE’ for tax on labor, and if you do you need to apply tax to labor, the other tax brackets you set in Settings will also still be available.

We hope this clears some confusion and makes labor costing on invoices easier for those in states that do not have tax on labor.

This update will take effect on your next upgrade patch this Thursday, 15/10/15.

Stay tuned as always for more exciting new developments!