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.

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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!

New & improved Sales Reporting and Inventory Management

July has been a busy month here as we roll out some nifty new features and improvements.  Our new Sales Reporting suite is now a lot more comprehensive, and includes a long requested feature of being able to view sales data over a date range, but we decided to take it a step further and give you a little more.

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Our new Sales Reporting also shows your tax liabilities, and can be calculated for any range of time you need. Our auto repair software now also the addition of the new parts sales and profit reporting, currently in beta, the parts sales are calculated on pre-markup and pre-tax figures and profits are calculated with addition of labor costs to profit on markup of parts.

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Our Inventory system has seen some refinements and usability improvements, you can see the total cost tied up in stock, including by vendor or search, so you can easily  see everything in stock any way you like it.

Vendor management now has the much needed and requested ability to edit, sorry about the delay on this one folks!

NEW! See your tax due on Sales Reports

We are making our way through our many planned upgrades this summer, and getting  through some of the more popular user requests for upgrades to our auto repair software. We are happy to announce the launch of reporting on sales tax for the current and previous month on the Sales Reports.

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The tax liability area shows two totals for the current and previous month, on the left is the total for all invoices created in the period and on the right there is the total for payments received in that period.

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!

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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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!

Improved Sage Export features

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Using Auto Repair Bill and Sage together makes perfect sense, you have the ease of use of managing your business with our auto repair software, whilst having the flexibility to finalize your accounts and taxes in Sage, without having to enter all your customer transactions by hand, let us do the hard work for you!

Due to the nature of companies and some individuals having multiple vehicles coming in for work, there emerged a need to link these accounts to allow for proper client statements within Auto Repair Bill.  Our Sage export had not taken this into account, until now.

Integrating with Sage is a breeze, and we supply full guided instructions on the files you need to export, as well as the information you need to import the data into Sage in the correct manner.

Please ensure your version of Sage is listed as a supported version on the guide for a successful import.

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.

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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.

Export data to Excel and Sage

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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

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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.