Services

Every job left with you is an order that moves through the stages of your board, from intake until the customer takes it home.

New order

Tap «New order», look the customer up by name or phone —returning customers are recognized— and pick the service. With a fixed price, the order starts with the service already added. A deposit goes into the register right away, so it must be open.

The stages

The order moves from column to column. Each stage has a type —«Entry», «In progress», «Awaiting customer», «Awaiting third party» or «Ready»— and if the stage has alert days, the card flags itself when the order spends more days than that in that column.

Diagnosis and quote

In the order you enter the diagnosis, services, labor and parts, and you see the total, the deposit and what's left to charge. The warranty you enter shows on the order and prints on the receipt.

Let them know when it matters

When an order moves to «Awaiting customer» or «Ready», we offer to notify them: your WhatsApp opens with the message written and you send it. The customer sees the diagnosis and quote in that message and on the tracking page.

The receipt with a QR code

The receipt carries a QR code to the order's tracking page, where the customer sees which stage it's in. It prints your business terms, which you edit in Services → Settings → Board.

For what's done on the spot —a haircut, a wash, a check-up—: pick the service and charge, without going through the stages.

Serve and charge

Tap «Serve and charge», look the customer up and pick the service: the ones you use most come first. You can add other work or products, and you charge with the register open.

It stays on the board until the day ends

What you charged stays in the board's last column, marked «Charged», until you take it off with «Remove». It clears itself when the day ends.

And in the history

The visit goes into the customer's and the record's history like any order, and counts in the Services report.

What you know about each customer and what you've done for them: the device with its serial number, the car, the pet or a general record.

A record for every trade

Vehicle, device, pet, glasses prescription or general record: a title and whatever details you want to note, like a color formula. The record keeps what doesn't change; each visit's details, like mileage or weight, go in the order.

They build themselves

When you enter the details in an order, the record is created on its own. You can also add one from the customer with «Add record» or from Records with «New record».

Search and get everything

Records shows them all, grouped by customer. Search by plate, serial number or chip and you get the customer and the record together.

Each record's history

Each record shows what was done on every visit, newest first, with the drop-off and pick-up dates.

Your board's stages, the services you offer and what your receipt says, in Services → Settings.

Set up the board for your trade

Pick a template —auto shop, beauty, optician, vet and more; the one for your trade comes first— and then rename, add, reorder or remove stages. The rules follow the stage's type, not its name.

Your service catalog

Each service with its duration, a price or «on request», the record it uses and whether it goes through the board or is served on the spot. In «New order» you pick the service and, with a fixed price, the order starts with the service added and you charge at the end without typing anything.

The receipt terms

In the Board tab you write the terms printed on the receipt. Repair shops start with a repair-shop text; other trades start empty.

Your services in your store

Visible services show up in your online catalog so customers can book or ask, and in the store editor you can add a Services section.

Your calendar in the dashboard and, if you turn it on, customers book by themselves from your store. You confirm, and on the day you serve and charge from the same place.

Set your appointment hours

In Services → Settings → Appointments you choose the store's hours or your own, how often slots are offered, how many you serve at once and the days you don't work. Each service in the catalog sets its duration.

Book an appointment yourself

From the calendar tap New appointment, pick the service, the day and a free slot. If they leave a deposit, it goes into the register right away, so it must be open.

Online booking from your store

Turn on online booking and your store shows «Book an appointment». The customer picks the service, the day and the time and leaves a name and phone. A slot someone takes disappears for everyone else instantly.

You confirm

Each request shows up in the bell and waits for you to confirm it (you can switch to automatic confirmation). If the customer left an email, we let them know when you confirm, reject or move it, and send a reminder the day before.

On the day

Today's appointments show on the Home screen and in the Appointments column of the board. When they arrive, tap Arrived (or Serve for an on-the-spot service) and the deposit moves to the order: it's deducted when you charge.

What your customer sees when booking an appointment from your store. Send them the video and they book on their own, without asking you which times are free.

Book an appointment

In your store they tap «Book an appointment» and pick the service, the day and the time. Only free times show up: one someone else just took disappears right away.

Their details

They leave their name and phone. Email is optional: if they leave it, they get the confirmation and a reminder the day before.

Confirmation

If you confirm by hand, the appointment stays requested until you confirm it and we let them know. With automatic confirmation, it's confirmed as soon as they book.

Their appointment page

After booking they see their appointment page, with the status, a button to message you on WhatsApp and the option to cancel, which frees the time for someone else.

How many appointments you had, how full your calendar was, who didn't show up and how much each service brought in, for the period you choose.

The period's numbers

Attended and online appointments, occupancy —booked hours over the hours you offered—, no-shows and revenue from services, work and parts, net of discounts and coupons.

Service by service

One row per service with its appointments, attended, no-shows, how many you sold and how much came in. Other work and parts get their own rows.

Any period you want

It starts with the last 30 days and you change it at the top, by dates or with the quick periods.