Building and making
Garages, AC, electronics and equipment repair: job cards, parts, labour, warranty and maintenance contracts.
Made for Garages, AC and appliance repair, electronics and equipment service
Start with the Workshop and repair setup All business types
Already have a workspace? Open Settings, then Business type, and add this setup to it.
TAX INVOICE
Thank you for choosing us.
Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
A job card from the moment the item arrives until the customer collects it.
Claim from the supplier or the manufacturer for a part or a repair under warranty.
Sign a customer on a yearly maintenance contract and plan the visits.
Check and approve a new supplier before the first order.
Handle a complaint from the first message to the follow-up call.
Collect an unpaid balance step by step, from the first statement to a final decision.
These start as templates. Turn on the ones you want and they appear on the right day.
| Review open job cards | Every day | See what is waiting for parts, approval or a technician. |
|---|---|---|
| Cash-up and close | Every day | Count the cash and match it with the invoices. |
| Order parts for open jobs | Every week | Order the parts for all approved jobs together. |
| Service reminder calls | Every week | Call the customers who are due for their next service. |
| Follow-up calls after a repair | Every week | Call customers a week after the repair. |
| Count the parts store | Every month | Count the fast-moving parts and check the differences. |
| Submit warranty claims | Every month | Claim from the supplier or the manufacturer for warranty repairs. |
| Chase fleet and insurer invoices | Every week | Follow up the large accounts that pay late. |
| Lift, tool and safety inspection | Every 3 months | Inspect the lifts and calibrate the tools. |
| Licences and permits | Every 12 months | Renew the trade licence, civil defence and environmental permits. |