Sales

Car battery shop management system

Track your customers, quotations, and appointments

Transform your customer relationships into a lightning-fast digital experience. Organize payment schedules and receive bookings seamlessly, and deliver accurate, compelling quotations that instantly build customer trust. From a single screen, track customer requests and convert quotations into invoices with one click—ensuring maximum efficiency in sales and service

Customer list

  • The customer list includes customer types as well as contact information
  • The customer list includes statistics on quotations and outstanding amounts
  • The customer list includes the number of appointments and maintenance contracts

Add customer

  • Adding an individual customer requires the customer name and contact number
  • Adding a corporate customer requires company details, address, and contact number
  • Adding a government customer requires the authority name and contact number

Customer profile

  • The customer profile contains customer details and financial transactions
  • The customer profile includes invoices, quotations, work orders, and payments
  • From the customer profile, you can add an invoice, a quotation, and a work order
  • A customer can only be deleted if they have no financial transactions

Quotations

  • The quotation list contains customer data and customer type information
  • The quotation list contains vehicle data
  • The quotation list includes financial and tax data
  • The quotation list includes the following statuses: In progress, Invoiced, and Cancelled

Add quotation

  • When adding a quotation, customer details are entered and the customer type is selected
  • Vehicle details are added, including plate number, vehicle type, and model year, which are always required
  • In the invoice details, quotation items and prices are added
  • In the description, up to 255 characters can be added, while in the details, an unlimited number of characters/items can be added

View quotation

  • When viewing the quotation, you can add or edit quotation details
  • The quotation can be directly converted into a work order
  • The quotation can be converted into an invoice, and the quotation will be closed
  • It is possible to restore the quotation after converting it into an invoice and then delete the quotation

Appointments list

  • The appointments list contains appointments sorted by date order
  • The list includes customer data and vehicle details
  • The appointment can be deleted or edited

Add appointment

  • Customer details are required when adding an appointment
  • The type of work and vehicle details are specified
  • The appointment date and time are added, along with selecting the technician’s name

View appointment

  • The appointment page contains appointment details and the latest updates
  • The appointment can be edited
  • The appointment can be converted into a quotation or a work order

Contracts

  • The contracts list displays the number of items, cards, and invoices
  • The list also displays financial and tax data
  • Contracts can be searched by date

Add contract

  • When adding a contract, customer details are included
  • Item details are added, prices are set, and vehicle information is entered
  • Contract terms and clauses are added, with the ability to define conditions and upload files

View contract

  • When viewing the contract, all contract details are displayed
  • Items, vehicles, invoices, and work orders are displayed
  • The contract can be printed, and a work order, invoice, or quotation can be added