1300 729 658855-393-127602036 086 997+61 1300 729 658087 551 0860

Feature

Job management

From quote to invoice on one screen

START FREE TRIAL ALL FEATURES

What it is

From quote to invoice on one screen

The job centre is the screen the workshop lives in. Quote, allocate, track, invoice, without the job changing systems along the way.

What it does for a dealer

In practice

  • Retail, warranty, internal and recon jobs handled the same way.
  • Parts and labour attach to the job, not to a general ledger code.
  • Progress visible without walking out to ask.

In practice

What you can do with it

The job centre is where a dealership workshop spends its day, so the detail matters more than the headline.

  • Quote first, then convert the quote straight into a job without retyping it.
  • Retail, warranty, internal and recon jobs raised the same way, so recon cost lands against the unit rather than disappearing into overheads.
  • Parts and labour attach to the job line by line, with costing you can change before it invoices.
  • Check the profitability of any individual job, not just the month.
  • Split payments, deposits, refunds and part payments handled against the invoice they belong to.
  • Send the job card or the invoice to the customer by SMS or email from the job itself.
  • An activity log on the invoice, so you can see who changed what and when.
  • Convert an open invoice back into a booking when the unit has to come back.

For a dealer the useful part is that a recon job on a unit you own and a retail job on a customer's machine are the same object in the same screen. You are not running two systems and reconciling them at month end.

See it working

Job management in the product

Recorded in Workshop Software. DealershipSoft is the same platform with unit sales added, so this works the same way.

Give it two weeks. We'll help you get set up.

There's nothing complicated about getting started, and you won't be doing it alone. We'll show you how to set it up around the way your dealership already runs, then stay in touch while you find your feet.

Start free trial Call 1300 729 658Call 855-393-1276Call 02036 086 997Call +61 1300 729 658Call 087 551 0860