Dashboard
Today's Appointments
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Scheduled today
Today's Revenue
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From invoices today
Open Estimates
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Pending approval
Invoices Today
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Completed today
Today's Appointments
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Recent Invoices
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Active — In Shop Now
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Today's Payment Breakdown
Schedule
Appointments & daily check-ins
Select a day to see events
Estimates
Manage service estimates and approvals
| Estimate # | Customer | Vehicle | Total | Status | Date | Actions |
|---|---|---|---|---|---|---|
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Invoices
View and manage all invoices
| Invoice # | Customer | Vehicle | Total | Payment | Status | Date | Actions |
|---|---|---|---|---|---|---|---|
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Customers
Search and view customer history
| Name | Phone | Visits | Total Spent | Last Visit | Actions | |
|---|---|---|---|---|---|---|
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Purchasing
Supplier invoices, accounts payable & inventory receiving
Pending Approval
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Awaiting review
Awaiting Payment
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Approved, not paid
Overdue
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Past due date
Paid This Month
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Supplier payments
| Supplier | Invoice # | Date | Due Date | Total | Status | Actions |
|---|---|---|---|---|---|---|
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Inventory
Tires, parts & fluids stock management
Total Items
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Low Stock
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Out of Stock
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Stock Value
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| Item ↕ | SKU | Category ↕ | Qty ↕ | Cost ↕ | Price ↕ | Status | Actions |
|---|---|---|---|---|---|---|---|
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Finance Overview
Revenue & performance metrics
Total Revenue
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Total Invoices
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Completed
Avg Invoice Value
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Per transaction
Total Tax Collected
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Tax amount
Gross Profit
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Revenue minus cost
Overall Gross Margin
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Target: 59%
Labor Margin
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Target: 73%
Parts Margin
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Target: 35%
Parts Revenue
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Parts Cost
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Supplier cost
Labor Revenue
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Labor Cost
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Tech cost
Daily Revenue vs Target
Target
$3,600
Avg Daily
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vs Target
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Revenue Before Discounts
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Pre-discount total
Total Discounts Given
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Billable Days
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Days with invoices
Top Payment Method
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Payment Method Breakdown
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Top Services by Revenue
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Daily Revenue
Discounts Given
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Invoice History
| Invoice # | Customer | Services | Subtotal | Tax | Discount | Total | Payment | Date ▼ |
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Vehicle Inspections
Digital vehicle inspection reports
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Settings
Manage shop configuration and preferences
Shop Information
Financial
Applied as default on all estimates and invoices
Advisors cannot exceed this discount percentage
Pricing Strategy
Two-Phase Contribution Pricing — Parts at target margin adjusted by vehicle class & age. Labor at flat rate. Repriced from actual cost after job completion.
What customers pay per hour of labor
Sell = Cost ÷ (1 − margin%). Currently: cost ÷ 0.65
Used for gross profit reporting only — never shown to customers
Used in Finance tab to track performance vs target
Live Margin Preview
$35 part sells for
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$85 part sells for
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$185 part sells for
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Labor gross margin
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Reviews & Links
Sent to customers after invoice completion
Service Defaults
Pre-filled in every new invoice
Pre-filled in every new estimate
Appointments
Shown to customers during booking
Branding
Service Items
Used for labor line items and time-based estimates
Preset Service Prices
Adjust your standard prices — these appear in the service picker on estimates and invoices
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Custom Services
Services specific to your shop — added to the service picker alongside presets
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Void Invoice
Search an invoice by number, verify the details, then void it. Voided invoices remain in the system for audit purposes but are excluded from revenue reporting.
This action cannot be undone.