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Solution · Automotive & appointments
Automotive and appointment-based businesses
Run workshops, salons and service centres with appointments, jobs, parts, customer communication and invoices in one flow.
- Auto workshops
- Service centres
- Salons and wellness
- Appointment-based services
How the work flows
From first contact to paid — connected
Every step writes to the same records, so nothing is typed twice and every report is current.
- 01
Booking
Customers and vehicles are booked in with their full history.
Clients, suppliers, products, and purchasing - 02
Job
Open a job with labour, checks and service notes.
Fleet and motor pool - 03
Parts
Pull parts from stock and reorder what runs low.
Inventory and warehousing - 04
Update
Keep the customer informed through their portal.
Client portals and public experiences - 05
Invoice
Close the job and invoice labour and parts together.
Invoicing and revenue
Modules you’ll use
Everything automotive & appointments teams rely on
108 documented capabilities across 6 modules — with the rest of the platform there when you need it.
- 24 capabilitiesFleet and motor poolVehicles, drivers, telematics and costs in one operational view.
- Fleet dashboard
- Maintenance schedules and records
- Trip logs
- 22 capabilitiesInventory and warehousingLive stock across warehouses, with valuation, margins and reorder logic.
- Inventory dashboard
- Warehouses and warehouse locations
- Customs ledger and customs-release tracking
- 14 capabilitiesClients, suppliers, products, and purchasingOne shared master record behind every quote, order and invoice.
- Client directory, detailed profiles, contacts, balances, and activity
- Product and service catalog
- Purchases and purchase documents
- 25 capabilitiesInvoicing and revenueEverything from draft to signed, paid and fiscalised invoice.
- Create, edit, duplicate, cancel, and archive invoices
- Product, service, discount, tax, unit, and multi-line invoice items
- Multiple invoice templates and organization branding
- 7 capabilitiesMobile and personal workspaceA responsive workspace with personal preferences that follow each user, not the whole organization.
- Responsive web app and installable PWA experience
- Light, Dark Black, and automatic sunrise/sunset themes
- 16 capabilitiesClient portals and public experiencesSelf-service for your clients, without another login to manage.
- OTP-based client portal login
- Financial overview
- Certificate list and details
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