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Looking at a software invoicing system thats easy to use...........ive tried a bunch, need ideas on why yours is the bet, thanks!

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  • Similar Topics

    • By Joe Marconi
      Most of are familiar or use the more popular Automotive Business Management systems, such as MItchell 1 or RO Writer.  
      However, there is a lot of concern among many shop owners that these companies in particular are not meeting the needs for the modern automotive repair shop. 
      What system do you use and/or what systems have you checked into that look promising? 
       
    • By CAR_AutoReports
      Hey Everyone,
      I'm Ricardo from Complete Auto Reports.  You may have heard about the shop management software that we made at a shop in Linden NJ. 
      We've been really busy over the last year trying to refine the process at a shop through the software.  We have come up with something we think that people can and will benefit from.  We want to start with smaller auto repair facilities who are looking for something to transition out of paper and pen, as well as word documents and/or excel spreadsheets.  
      We've taken our software and made a free package that allows the following from any device with a updated and functional browser:
      Take appointments from your customers Digital Vehicle Inspections - Included in every service request and sent to each customer if performed Workflow - Pending, Under Process, Awaiting Approval, Approval Completed, Work In Progress, Completed Ratings - Customers can communicate ratings directly to you Messages - You can communicate with customers through the platform Customer App - All service history available, can schedule appointments with the app, transfer vehicle records to new owners Sales Reports 100% mobile - Works on everything from your 5inch iPhone to your desktop. 
      You can presently upload all of your customer information: name, address, phone numbers, email.
      Paid for versions offer parts ordering through PartsTech.com and Employeement modules that track employee time on jobs.
      Are there members here who are interested in trying the free platform to see if it's a fit for their business? Anyone interested in the paid for versions, can also get 60 days of free use and discounted rates available from our SEMA promotions.

       
      Our 3 plans can be broken down into these simple differences:   Free:  No inventory, no online parts ordering through PartsTech, only one photo/video per service request, one login, no employee management $50 per month (also have yearly options to save $): Includes online parts ordering through PartsTech and includes inventory, one login, no employee management $100 per month (also have yearly options to save $): includes everything with 5 logins to access the system. We often get asked, "What use can a bigger shop possibly get from the free plan?"
      With the free plan, you can take appointments digitally from your customers and then upload a copy of their receipt from your existing system to their profile in CAR. Reducing paper waste and creating a digital record for your customer to always have.  You can also use the free plan to send your customers a video or photo of the services you are performing, complete with billing the customer through the free plan at the end of the service.  These are all features that you pay for with add on systems, they are all available for free with us as you learn to adapt to smarter, more efficient technology.
      Data:
      The data you enter is yours, we do not have any agreements presently to share it with anyone and we certainly will never be sharing any personally identifying information with anyone.  Majority of the data we are interested in is to build better features to serve you better.
      Should you ever decide you no longer want to use our platform, your account will be available to you for free for one year at minimum.  In addition to that, we can and will provide you a complete data dump of all of your records within 72 hours of the request.  These companies that make it impossible to recover YOUR data is the reason for our open policy.  We want everyone to change their practices and we're leading by example.
      Cancellation:
      If you decide to cancel your subscription for any reason, all of your data can and will be exported and delivered to you via a USB stick you provide or through email in the way of an Excel file(s).  Additionally, you can access ALL OF YOUR information on our server for one year without any interference from anyone at CAR.  Most of you may not know, but I actually own a shop and if it's one thing I can not stand behind, it's these companies getting access to all of our information for secretive reasons or keeping us from having the very data that belongs to us in the first place.  You will never encounter this experience with us.
    • By newport5
      Is your business down 40 or 50% like many on this forum?  If so, I have an idea to help a bit now, but especially in the future. And even help the impression of our industry.
       
      You probably have more time available to spend with your customers. It’s the perfect time to build or cement a great relationship, to create that illusive trust with your customer, that’s mentioned in just about every trade magazine, but they never tell you how. May I suggest “The How” that I’ve been using for years? This will be handy now and in the future when this is over.
       
      Learn more about your customers. Become “friends.”  Talk about everything: the lousy situation we’re in, ask about their job, their kids, their past vacation, their future vacations, their weekend jaunts. Exchange good news. Exchange not-so-good news. Listen. Talk about what comes up.
       
      I treat our customers like friends, like former high school friends. And these friends know we have to make a profit (EVERYBODY knows that!)
       
      For me, it’s a given that we’re going to take care of their car. If they tell me their dad just went into the hospital or nursing home, we’re done talking about their car.  I ask, “How’s dad?”
       
      But still do your (digital) inspections. And write down everything, even the stuff that can wait six to nine months. This may affect the service writer or shop’s approval percentage, but so what! Your percentage will be lower, but you will do more work on the car this way. (Notice that I didn’t say you would sell more work. I don’t “sell.”) No decision now on the future stuff, it can wait.
       
      If their car came in with a problem, this is what will fix it (there’s no selling: this is the solution). I point out the other thing that needs attention now. There will be some explanation, but no selling: it needs it. No decision for the customer, actually.  Their car needs it.
       
      Next I say, “Here are the things that can wait six to nine months, but I want you to be aware so there are fewer surprises.” No selling, no decisions on their part. Plus, I’m the trustworthy guy who’s telling them they don’t need everything now.
       
      “Now let’s come up with a plan for these other things I found about your car.” I’m explaining, not selling. “You can do these now or in two or three months.” NOBODY wants to come back in two or three months so they are leaning in that direction, but no pressure from you.  They will probably ask; “What would you do?” I say, “If you hate bringing your car in, do it now.” (this is where you would bring in a little value, benefits and safety) Again, not selling, suggesting; letting them make the decision.  Notice that the first two issues didn’t involve them making a dreaded decision:  It needs this, doesn’t need that.
       
      If your inspection has 5 things, they will do 2 to 4. If the inspection has 8 things, they will do 3 to 5 – with no selling. You are their friend, you are advising. List everything!
       
      Now think about that phone call. There is only a little selling value or benefits: maybe some safety. So there’s no pressure on you, no bad news. You are the car detective, reading the cars clues and helping your friend thru this.
       
      When you take care of the customer in this fashion, you come from a place of trust, like taking care of a high school friend.
       
      You will be happier because that call back won’t be stressful, you will have more work, and they are more likely to refer your trustworthy, easy-to-work-with shop, which means even more work.
    • By Corral Auto Service
      Shop software programs
    • By kjj475054
      What is best shop management software with a robust crm system?


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