Auto repair shop go-live checklist
Go through this list before the first car is booked in for real.
- Location, invoice scheme and invoice layouts are set (step 1).
- Repair module is on; Enable Warranty and Enable Brands are ticked.
- Warranties exist (labour, parts, batteries).
- Receipt printer and label printer work (devices and printers).
Catalog
Section titled “Catalog”- Parts are added with brand, SKU or part number, warranty, cost, price and alert quantity (step 2).
- Labour products exist with Manage Stock? unticked.
- Opening stock is entered.
Repair module
Section titled “Repair module”- The Car category is added; unused categories are switched off (step 3).
- Job number prefix, default warranty and intake rules are set.
- Statuses and their SMS or e-mail messages are checked.
- Surcharge and visit-charge service products are chosen.
- Common device models are added.
People and test
Section titled “People and test”Frequently asked questions
Should I enter old open jobs?
Yes, for cars still in the shop on go-live day. Book each in as a job card with its status and any deposit already taken.
How do I test without real customers?
Create a test customer, book a test car, add parts and labour, convert it, return the sale and delete the job, or test before you enter opening stock.
What is the most common go-live mistake?
Labour created with Manage Stock ticked. The POS then says out of stock. Untick Manage Stock? on every labour product.
Do technicians need their own logins?
Yes. Assigned technician, comments and reports work per user.