Estimates, repair orders & invoices

One record from estimate to paid receipt.

Labor, parts, fees and sublet on one repair order, priced the same way every time, with the profit on each job in plain sight. Real PDF estimates, work orders, invoices and receipts come straight out of it.

Opens Main Street Auto Service, a made-up sample shop, in your browser. No sign-up.

PDF estimates & invoices Profit on every job Labor & parts memory
Example · sample shop

Sound familiar?

Where margin slips

  • Two advisors, two prices for the same brake job.
  • Shop supplies forgotten. Tax on labor guessed.
  • You find out a job lost money at month end.
  • Comebacks cost money nobody tracks.

Price it once. See the profit every time.

Set the math once and it's applied every time, and the RO shows the job's profit before the estimate goes out.

Pricing

Priced the way your shop prices

Your rates, your parts matrix and your menu of canned jobs, set once in Settings and used on every estimate.

Every kind of line

Labor, part, fee and sublet lines. Shop supplies as a percent of labor with a dollar cap. Discounts in % or $, taken off before tax. Sales tax that can include labor, and tax-exempt customers.

Example · sample shop

Canned jobs

A service menu with categories and menu hours. Search it and add a job to the RO, or build a blank service line by line. The same canned jobs feed online booking and fleet PM plans.

Example · sample shop

A parts markup matrix

Sell price = cost × (1 + markup), with tiers by unit cost. A small part carries a bigger markup than a big one, and nobody does the math at the counter.

Example · sample shop

Each service on its own terms

Approve or decline each service on its own, with its own cause and correction and its own assigned tech. The customer's concern and the promised time sit on the RO.

Your rates

Shop labor rate, default tech cost per hour, sales tax and shop supplies, set once. Each location can override its labor rate and sales tax.

Your terms on paper

Your warranty text and your estimate and invoice terms print at the bottom of every document.

Job profitability

Know the profit before you say yes

On a tablet or computer, every service shows GP $, GP % and GP per labor hour after parts, sublet and the assigned tech's pay.

The profit meter on the RO adds it up for the whole job on any device and marks your GP target. Under the target, the figures show amber or red, so a thin estimate gets a second look before it goes out.

Labor & parts memory

Add a job and the RO shows how often your shop has done it, the hours it usually took and the parts that went in. It looks at the same model first, then the same make, then any vehicle. One tap applies the hours or adds the parts with last cost and vendor.

On the RO, GP uses each tech's pay rate, or your default tech cost per hour when no tech or rate is set. Reports figure GP with your default tech cost per hour. You set the GP target with your shop goals in Reports.

Example · sample shop

On every RO

The details that save the margin

The small things that leak money between the estimate and the receipt, kept on the same record.

Comebacks you can see

Mark an RO as a comeback and it links back to the original RO and the tech who did the work. The comebacks and no-charge report adds them up by tech.

Any service can be no charge as shop warranty, comeback or goodwill. The customer pays nothing for it, and its cost still counts against the job's profit.

Example · sample shop

How it flows

From estimate to paid receipt

In WPI Driveline Shop Management System, one repair order carries the job the whole way. Nothing is retyped between the estimate, the work order and the invoice.

  1. Estimate

    Canned jobs from your menu, hours from labor memory, part prices from your matrix.

    Estimate sent
  2. Approved

    A yes or no on each service, so one no doesn't hold up the rest.

    Approved · 4 of 4
  3. Work order

    The assigned tech and the promised time on the RO, with cause and correction for each service on the printed work order.

    Work order printed
  4. Invoice & receipt

    A real PDF to print, email or share, then a receipt once it's paid.

    Paid in full

The chips follow an example repair order from the sample shop.

FAQ

Repair order questions

All questions
Can I set my own markup tiers?

Yes, by unit cost. Each tier has its own markup, and a part's sell price is its cost × (1 + markup).

Tax-exempt fleets and labor tax?

Both supported. Mark a business account tax exempt with its tax ID, and turn on tax on labor if your state taxes it.

How is GP figured?

On the repair order, after parts, sublet and the assigned tech's pay. Labor cost uses that tech's pay rate, or your default tech cost per hour when no tech is set. Reports figure GP with your default tech cost per hour.

Can each location have its own rates?

Yes, labor rate and sales tax. Estimates and invoices also use that location's own details.

Do customers see my margins?

No. Estimates, invoices and the customer's report show prices, not your costs or GP.

Ready when you are

See your own shop day in it.

Send a demo request, or try the sample shop right now.

WPI Driveline Shop Management System

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