DeepERP for

Automotive workshop

Vehicle service and repair: job cards with estimates the customer approves, labour and parts, warranty and insurance claims, and a parts counter.

Workflows for your business

  • Job card to invoice
  • Warranty claim
  • Insurance repair
  • Parts counter

Your starting setup

  • Workshop labour
  • Spare parts and fluids

Work organized around your team

  • Workshop manager
  • Service advisor
  • Mechanic
  • Parts clerk

Your industry setup is reviewed before it is applied. Available tools depend on your package and each person's access. Your team retains approval of sensitive actions.

Workflows for your business

Job card to invoice

A vehicle received, inspected and estimated, the customer's approval taken, repaired, road-tested and invoiced.

  1. Vehicle received; complaint and mileage noted
  2. Inspected and estimate prepared
  3. Estimate above the limit approved
  4. Customer approves the estimate
  5. Repaired; labour and parts recorded
  6. Road-tested and checked
  7. Invoiced and vehicle handed back

Warranty claim

Warranty cover checked, the claim filed with the manufacturer or supplier, followed up, and the settlement or shortfall decided.

  1. Warranty cover checked
  2. Claim filed with the manufacturer or supplier
  3. Claim followed up
  4. Settlement accepted or the shortfall written off

Insurance repair

The surveyor's assessment, the insurer's approval, the repair, billing the insurer and the customer's excess, and following up the insurer.

  1. Surveyor's assessment received
  2. Insurer approves the repair
  3. Repaired
  4. Insurer billed; customer billed the excess
  5. Insurer payment followed up

Parts counter

Parts sold over the counter, fast movers reordered on a proposal and the order approved.

  1. Parts sold over the counter
  2. Reorder proposed for fast movers
  3. Parts order approved

Scope to review with your team

  • There is no vehicle register yet: the vehicle's registration, make and mileage are kept on the service ticket.

See this industry in DeepERP

Tell us how your business works. We will walk through the relevant workflow and confirm what is included before you choose your setup.