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
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.
This has been another common request from users of our auto repair software to be able to update the mileage and last service date on a vehicle at the time of creating an invoice.
This can now be easily done, on the create invoice screen, there is now a link to show options to update mileage and last service, the service date will default to the current date, but can be easily changed to the date you need.
Previously this could only be updated by going into the client dashboard and updating details from here, we hope this will streamline and make updating these details more efficiently by offering the feature to update these details at time of invoice creation.
Please note that this new feature, along with several others currently under final testing, will be released in free upgrade to all customers this Thurday 15/10/15.
As always, keep those suggestions coming, and thank you for those who have made requests.
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!
We have been quietly working on some major upgrades in the shadows, and are now almost ready to release the fruits of our efforts!
Firstly, many of you had asked about labor rates and time costing in the past. We are happy to announce that this has been addressed now. You can enter your invoice time as either time or cash value for your labor, similarly when creating Repair Orders, you can enter labor in hours and automatically calculate labor cost.
For labor cost calculations to function you must enter your labor rate in Settings, you can also conveniently look up the local labor rate in your area by ZIP code.
Creating a QUIK Service is a breeze. Basically, you go about creating an RO or Invoice as per normal. Given that the vehicle VIN is supplied, then you see a list of service items, and can refine by mileage and time since last service. This is a massively time saving function, please see the video above for a demonstration of QUIK Service in our auto repair software.
Pick the service items you wish to add to RO or Invoice, and viola, a fully created, costed and calculated document is produced in seconds!
You can create an invoice using the QUIK service in a very similar fashion as to creating an RO using QUIK Service.
These new updates are expected to be released later this week, so as ever, stay tuned and watch this space.
We realise that occasionally some users on our Basic and Plus plans can sometimes run low on invoices before their next monthly cycle, to help our users be informed as to when their limit is nearly reached, we have introduced a new feature that will warn you when you are running low, letting you know how many invoices remaining, how any days until limit is reset, and well as your included allowance for the plan you are on.**
Low running notifications can help you prioritise and manage your remaining invoices, and if you are in a bind you can click Account at any time and select a topup from $9.99 (10 invoices) to tide you over until the end of your monthly renewal cycle, this saves you the expense of having to upgrade your subscription plan in the event you only need a few more invoices to see you through until the end of the month.
** This does not apply to anyone on a monthly or annual Unlimited plan, as you have unlimited invoices on these types of account.
By far our most requested feature, and of course we have done it again and catered to our customers needs as is part of our ongoing mission to make our auto repair software as reliable, solid, accurate and user friendly auto repair management software on the market. You can easily download a full archive of all your invoices created, paid and due, the ZIP archive will contain all invoices in a compressed file for you to download and store locally on your PC or office network.
Exporting your ZIP backup couldn’t be easier, another magic button, just click on the download link, and your download will begin; it is important not to abort the download as it cannot be resumed (at this time), meaning you will have start download again and if you have a lot documents that may take some time to download.
If you are using Google Chrome, which we highly recommend, then your backup is saved locally to Chrome, and you can access your most recent backup with great ease and convenience whenever you need it. If you are not using Chrome, an alternative download link is presented, which is just a regular ZIP download link. If you receive errors about mutli-volume archive, please ignore, it does not affect the archive contents, we are working on a solution to this as we know the popups can be annoying.
We also have plans for cloud backup service such as Google Drive and Dropbox, we will likely implement Google Drive first.
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.
We have revamped our Repair Order time tracking and management feature of our auto repair shop software, and given it a complete overhaul. It is now more detailed and more flexible, you can now resume a job a clock-in again after previously clocking out; up until now once clocked-out, a repair order was deemed closed. This has changed now and you can easily clock-in again to resume work, e.g. after a lunch break, or resuming the next day.
Full time logs are now available for all RO’s, showing timestamps of each clock-in/out. This gives you great flexibility to monitor employee/business performance on jobs, such as estimate vs actual time taken on a job, and allowing for you to bill more accurately if a job takes shorter or longer than estimated. Time logs also add accountability as to who was working on what and when, always useful in dispute resolution!
We are happy to roll-out proper date/time localization, due to many requests to alter the default display format of the date on printed/emailed documents. We have also added the ability to set your preferred timezone.
Current options for the date allow for US and UK standard formats of MM/DD/YYYY and DD/MM/YYYY repectively.
Your timezone gets detected automatically when you sign up, but in some instances this is not accurate, e.g. if your computer clock is not set to right time, then you can now easily manually correct this and select the zone you want to use.
The corrected timezone feature allows for more accurate timing across the board, from correct timings on clock-in/out for Repair Orders in the right time zone. Bookings will now be guaranteed to be in the right time zone also.