Phase 1 · suggested starting point
AutomotiveModules
- Service and job cards
Bookings, job cards, technician time and the invoice at the end.
- Inventory and warehouse
Parts by location, reorder points and parts reserved for each job.
Agents
- Quotation agentDraft for approval
Prices labour and parts from the job card, then waits for the adviser.
- Document intake agentDraft for approval
Turns booking emails, forwarded customer approvals and supplier invoices into records.
- Data we move in
- Customers and vehicles, the parts list with prices, your labour rates and open jobs.
- Who approves
- Service advisers approve quotes. The workshop manager approves price overrides. Accounts approve statements and reminders.
Next: Finance, with monthly fleet statements and reminders drafted by the collections agent. Dealers can add Sales and quotations for vehicle sales.
- Finance and accounting
- Sales and quotations
- Collections agent