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Monday, November 29, 2021

ERP modules for repair shop management (2020)

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Since the demand for auto repair services increased, auto repair shop management has been a problem. They deal with a lot of issues like the management and the buying, selling and billing of spare parts. The management process is hectic for one person to manage.

For many years, auto repair companies were plagued by a lack of checks and balances for purchases and sales. The innovation of auto repair software has substantially solved this problem. The software itself is performing spectacularly in the marketplace and is giving business owners a break in this field.

Small and medium-sized businesses primarily use features included in auto repair software, such as accounting, inventory management, and scheduling. They also have functions that exclusively cater to auto repair shops. Are.

  • Inventory management and auto parts sales.
  • Estimation and writing of services.
  • VIN decoding.
  • Vehicle tracking and history.
  • Billing.
  • Point of sale (POS).

In addition to auto repair shops, motorcycle shops, boat shops, and small engine repair shops also use this type of software.

ERP modules and functions used by auto repair shops

1]Estimation and writing of services

Access to parts and labor databases can give you reliable labor times and accurate pricing. You can create multiple quotas for each customer. For standard repair procedures, the necessary parts can be quickly viewed.

2]Work order management

It is part of the category of field service software. The main purpose is to help manage work orders that have been submitted to technicians. It also helps to increase the administrative organization of the work order history.

The software also helps administrative staff respond quickly to customer requests. They can also manage repairs and inventory very quickly together with the service network and run reports to obtain information on service operations.

The system also ensures that the right technician for the job is quickly identified and dispatched as quickly as possible. The core component of FSM (Formal Field Service Management) systems are service work order capabilities.

At both a business and small business level, these systems are at the center of all successful businesses. FSM systems have three basic functionalities.

  1. Document management: Helps keep track of work orders, service contracts, and valuable documents.
  2. Customer relationship management: They manage clients’ work histories. They also automate marketing functions like monthly email reminders and annual service.
  3. Telematics: Mobile assets in the field such as trucks, employees or tools / equipment are monitored. Based on real-time reports, the routes are optimized. The misuse of company assets is also identified.

Technicians can get all the information they need from mobile access systems so they can finish their work accurately and on time while in the field.

Technicians also don’t have to re-enter information when they return to the office, as the systems update service histories, customer and repair data, and inventory levels automatically. This helps save time and also significantly avoid human error.

3]Sales and inventory management

The software used to track and manage items through various stages throughout a supply chain is known as inventory management software. The software comes with features such as product categorization, electronic scanning, sales and purchase order tracking, and automatic ordering.

Retail companies primarily use lean systems that focus primarily on perpetual inventory data and stock levels, while companies with complex supply chains use inventory management functionality in ERP systems.

Inventory management software offers a number of benefits, such as greater inventory accuracy, less reliance on inventory, and simplified bookkeeping.

The software will also give you a competitive advantage over others. Expect better synchronization with inventory through digital channels, greater efficiency with activities, and reliable product tracking.

4]Accounting and billing

The software used by businesses to track cash flow, bank accounts, billing, financial statements, and purchase orders is known as accounting software. Features included in the main package include.

  • Ledger.
  • Accounts receivable.
  • Debts to pay.
  • Payroll services.
  • Financial reports.

Depending on the size and type of business, the software may come with specialized functionality. Since the accounting solution is a critical business process, it is a core component of an organization’s ERP (Enterprise resource planning) system.

5]Customer relationship management (CRM)

CRM software manages and automates an organization’s customer life cycle. This software is primarily used by the sales team, call center representatives, and sales representatives to maintain contact with customers and also to respond to their needs.

CRM is crucial if you work with many clients. It will help manage data and make your customer experience smooth and effortless.

6]Reports

This software can create profit analysis reports for your organization. You can also sort things by work order, service type, technician, or service writer. It can also help you compare performance by location and analyze marketing efforts.

7]Marketing

Marketing software mainly helps to attract new visitors and customers. It also transforms customers into leads that can be nurtured through a sales funnel.

Marketing software offers promotional and marketing materials through social media or email marketing. It also automates monotonous and time-consuming tasks, while providing customer insights to help improve marketing efforts.

8]Programming

Scheduling software can allow online booking through Facebook, Yelp, or your own website. The number of missed appointments can be significantly reduced thanks to automatic reminders (via email or text message). You can also easily manage technicians’ hours through staff logins.

All these ERP modules can be found in Odoo. Odoo is an easy-to-use business management software that can help you run your business efficiently. All Odoo modules are seamlessly integrated. It also has a uniform user interface for each module.

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