Document flow in your shop is critical. Don't waste time, keep a customer waiting, or get stressed out. The Shop Portal will get everything going where it needs to go when it needs to go. With automated emails and text messages, keep everyone informed at all times.
Quickly create Estimates/Jobs/Invoices
Easy to manage current work list of open documents
Create and use Standard Jobs, add multiple Standard Jobs to any Estimate
Email or Text Estimates and Invoices with a single click
VIN lookup, integrate lookup, scanner input
Parts only invoices to counter sales
Easy upload of pictures/videos/PDfs, any electronic file
Create storage invoices
Communicate with customers about estimates, jobs and invoices
Confirm customer appointments from your smart phone
You need to do some planning to have a well run shop. With a little planning, available in the Shop Portal, you can make sure all jobs are profitable, control your inventory, track your tech's time and optimize your shop with a balanced calendar.
Profit analysis on all Estimates and Jobs
Create labor codes, parts and fees 'on the fly'
Track inventory in Shop Methods and automatic update in external financial systems such as Quick Books Online
Automatic generation of Purchase Orders and emailing to vendors
View technician time charged to tasks
Track employee clock in/out
View graphic calendar for scheduling of jobs across resources
Custom forms, communications, and reports
With a well organized shop you can do things efficiently with high quality. Shop Methods allows you to keep your office organized and running smoothly.
Create and maintain Standard Jobs to quickly setup up common tasks
Create multiple Invoices for a given Job
Collect multiple payments of a variety of payment types for each Invoice
Customer accounts so larger customer's can pay monthly
Create Estimates directly from customer appointments
Automatic nightly reporting, subscribe to the reports you want delivered each morning
Automatic emailing and texting of documents to shop managers, technicians and customers