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Sales
The full sales cycle in a single document.
Quotes, orders, invoices and credit notes in the same workspace. Convert in one click, sync automatically to E-conomic, see mechanic time and margin per order, and send PDF or portal link to the customer.
- Quote → Order → Invoice → Credit note with one-click conversion
- Economic overview split across Parts, Labour, Oil, Other
- Mechanic time clock recorded straight on the order
- Automatic E-conomic sync at every step
One document from first quote to final invoice
Every sales document shares the same workspace with line items, customer info, vehicle data and history in one place. Convert a quote to an order in one click — fields unlock to the right level, customers and products sync automatically to E-conomic, and invoices are booked straight away.
Mechanic clock-ins on the order are recorded continuously, and a dedicated overview tab shows time per mechanic and economic split per product-group type with cost, sales price, margin and margin percent. The service manager sees job profitability in seconds.
Lines with items, services, bundles and internal notes
Margin and percentage shown per product type
Time-clock history with open sessions clearly flagged
Send email, SMS or direct portal link from the document
Search by plate, VIN, sequence, invoice number or amount
Automations via flows on status change
Document types and workflow
Quote → Order → Invoice → Credit note. Each step unlocks the relevant fields — conversion happens in one click.
Quote
Preliminary price estimate for the customer. Fully editable.
Order
Confirmed work order ready to execute. Synced to accounting.
Invoice
Final document ready for posting. Lines and customer data locked.
Credit note
Full or partial reversal of an invoice. All amounts entered as negative and can be adjusted before approval.
Create and edit sales
Attach vehicle and customer
From the start — separate billing customer if the payer is different from the recipient.
Delivery and handover date
With times — so calendar events are created automatically.
Mileage
Recorded automatically in the vehicle reading history.
Status flags
Mark as internal, warranty, complaint or deactivated.
Responsible employee
Attach responsible mechanic and department.
Line items
Items and services
Add products and services as lines with quantity, unit price, cost and discount percent.
Free-text title
Override the product name per line — e.g. to describe a specific task more precisely.
Hidden internal lines
Notes not printed on the document — e.g. internal comments.
Bundles
Group related lines under one heading.
Drag-and-drop sort
Reorder lines with the mouse. Totals recalculate automatically.
Status overview and secondary statuses
Primary status
Draft, completed, invoiced — typical flow.
Secondary statuses
Toggled independently: ready for pickup, paid, under complaint.
Triggers automations
Status changes can fire flows — e.g. SMS when the order is ready.
Mechanic and time tracking
Clock in/out
Mechanic clock-ins recorded straight on the order.
Open sessions flagged
Unfinished clock-ins are shown clearly as a warning.
Only completed counted
The time overview only counts completed sessions.
Overview tab — economics and time
Dedicated overview of job profitability.
Time per mechanic
Sessions and total time per mechanic — open sessions flagged.
Economics per product type
Split across Parts, Labour, Oil and Other. Cost, sales price, margin and percent per type.
Parts per supplier
The Parts type splits further per supplier with individual margin figures.
Combined total
Total line across all types — so management sees overall job profitability.
Communication and PDF
Email from the sales card
With attached PDF — communication is logged automatically.
SMS notification
Send SMS straight to the customer.
Portal link
Send a direct portal link so the customer can view and pay the document.
PDF generation
Generate PDF of quotes, orders and invoices in one click — layout from the customer group.
Accounting and automation
E-conomic sync
Quotes, orders and invoices sync automatically at every step.
Customers and products
Synced automatically if they do not already exist in E-conomic.
Dimensions
Departments and product groups mapped to dimensions in E-conomic.
Flows on status change
Status changes can trigger SMS, email or notifications via the flow builder.
Search across everything
Search across all sales via plate, VIN, sequence, invoice number, phone or amount.