A client by fiscal code, a car by plate or VIN.
Clients
The client, their car and an automatically calculated estimate
The client file and every car's history in one place, with the estimate (deviz) taking its labour from normed times and its parts from live stock.
- Gearbox removal / refit
- 4h 30m
- Clutch kit replacement
- 1h 20m
- Road test and check
- 30m
Normed labour 6h 20m
What it does
Clients, vehicles, client orders and their customer approval.
Everything ever done to a car, on one page, in order.
The estimate (deviz) is calculated automatically from normed times and live stock, and shows the margin it expects before you quote.
The customer approves it through a signed link, sent by SMS or WhatsApp.
What's included
- Client file by fiscal code, with contacts, credit limit and current exposure.
- Vehicle by plate or VIN, with every job ever done on it in one timeline.
- Versioned estimates: every change creates a new version, and the approved one is never overwritten.
- Estimate PDF with your shop's header, terms and validity.
- Automatic reminders before ITP, RCA, service and road-vignette dates.
- Post-sale tickets for comebacks and warranty claims, with the cost of each redo.
- Fleet agreements: negotiated labour rate, parts discount, authorisation ceiling and payment terms.
See also
Operations
Work orders, the workshop tablet, time tracking and quality checks.
About OperationsFinance
Invoices, e-Factura, payments and client balances.
About FinanceReports
Margin, efficiency and job type reports.
About ReportsMake your workshop more efficient: visible processes, clear workflows, a way of working that is transparent and easy to follow.
Create your account and run your own shop in SanoERP. Nothing is deleted when the trial ends.