Shop Methods Review

Shop Methods is a cloud-based auto repair solution that helps auto service providers such as repair facilities, auto sales, car custom shops and more manage their daily businesses. The solution provides shop owners with tools to manage the estimate of work orders, work activities, invoices and communication with customers. The API integration function allows users to integrate the planning tool with websites and schedule appointments and monitor the status of the work done on their vehicles. Notify service managers and technicians via SMS or email whenever the status of an estimate or invoice changes. Users are also provided with a central dashboard that helps them track active orders, invoices and estimates together with resources.

SHOP METHODS – TUTORIAL

The tutorial below shows the personnel monitoring function with this workshop management software:

SHOP METHODS – FEATURES

• Quickly create quotes/jobs/invoices
• Easy to manage current open document work list
• Create and use standard jobs
• Estimates and invoices by email or text with a single click
• VIN search, integrated search, input scanner
• Uploading images/videos/PDfs, any electronic file
• Create archiving invoices
• Communicate with customers on quotes, jobs and invoices
• Confirm customer appointments from your smartphone
• Profit analysis on all estimates and works
• Track inventory and automatic updating in external financial systems such as Quick Books Online
• Automatic generation of purchase orders and emailing to suppliers
• Displays the time of the activity technician
• Track employee clocks in/out
• View the graphical calendar for scheduling jobs across resources
• Custom forms, communications and reports
• Create multiple invoices for a given job
• Collect multiple payments of a variety of payment types for each invoice
• Create quotes directly from customer appointments
• Automatic night reports, sign up for reports you want delivered every morning
• Automatic sending by email and sms of documents to shop managers, technicians and customers.