Itemized labor lines coming to invoices soon

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There is no doubt that the most requested feature we see is the ability to itemize labor in a fashion similar to how our parts handling works.  We have been busily implementing the required background work necessary to preserve your existing data in its current format.

The new editor will feature intelligent, learning auto-completion similar  to the parts items. Many other new features are being introduced, such as multiple labor rates, e.g. if you have a commercial rate and consumer rate, or simply work near the border of two municipalities.

There have been a few delays rolling this out, as it needs to be rigorously tested to ensure it integrates fully  both with our own internal systems, and with third party providers such as CarFax and QuickBooks.

One thing we wish to avoid is making the editor too complex, but I think you will be happy with the new invoices produced!

We can’t say for sure when this will be fully rolled out, but it is slated for the end of July, watch this space.

Invoice

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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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

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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

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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: Check labor rates by ZIP code

We are glad to announce the arrival of labor rate lookups. You can look up your local labor rate by ZIP code in the United States.

You can currently find the labor rate calculator in the Settings screen under System Settings. In the coming weeks we plan to introduce automatic labor calculations for repair orders and invoices, this will be done using a system setting, which can be the local labor rate for your ZIP, or a value you may wish to decide yourself.  You will also have the option to override the default labor on any document if needs be.

We have also added the option to show or hide your TAX ID on display for invoices.  Other minor additions to settings include ability to remove QR codes from repair orders from documents on our auto repair shop software.

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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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