Today's Sales
0
vs yesterday
Advances Held
0
0
Parts Spend (week)
0
supplier restock
Returns (week)
0
0
Alerts & Reminders
Recent Activity
| Ref | Customer | Type | Amount | Status |
|---|
Financials
Cash today
0
Bank today
0
Cash total
0
Bank total
0
Profit and Loss
New job card
Carried onto the invoice as amount received when this job card is billed.
Optional. A cost spent on this job. Add more from the job card view.
Job cards
| Ref | Date | Customer | Vehicle | VIN | Number plate | Status |
|---|
Customer & Job
Invoices must be linked to a job card. Pick one, or create it from the Job Cards tab.
Make sure the number is active on WhatsApp.
Optional. Leave blank for today; set a past date for a historic invoice.
Line Items
Item
Type
Qty
Unit price
Technician
Warranty
Pick a part from the suggestions to link it to stock (stock drops when the invoice is fully paid). Type any name for a part not in stock.
Payment
Advance payment field. Deducted automatically from the total to show the client's remaining balance.
Money already collected at intake. Shown on the invoice and deducted from the total.
Transactions
| Ref | Customer | Date | Total | Advance | Balance | Expense | Status |
|---|
Add Part / Investment
Adding a part with the same name tops up its stock instead of creating a duplicate.
How many units you are adding to stock.
Investments
| Date | From (investor) | Received as | Amount |
|---|
Parts in Stock
| Part | Supplier | Stock | Cost | Price | Updated |
|---|
Customer Directory
| Customer | Phone | Vehicle | Last Service | Open Balance |
|---|
Vehicle Database (by VIN)
| VIN | Number plate | Vehicle | Owner | Phone |
|---|
Salaries
Salaried staff for the month: who is paid and who is not. Open someone to pay their salary.
| Name | Role | Salary | Status | Paid on | Paid | Advance owed |
|---|
Add Employee
Legal & contact details
Staff Directory
| Name | Role | Pay | Earned | Pending | Advances |
|---|
Add Expense
General = daily food and small shop costs. Overhead = rent, utilities, big fixed costs.
Pick a previous category or type a new one.
Cash reduces the branch cash box; Bank reduces the bank balance.
Daily expenses
| Category | Description | Date | Amount |
|---|
Shops / Branches
Add User
Tick the actions this user is allowed to perform. The role above sets sensible defaults.
Existing Users
| Name | Username | Role | Shop | Access |
|---|