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Parts Markup on Auto Repair Estimates
How to set parts markup on auto repair estimates: markup vs margin, a pricing matrix by cost tier, a worked example, and being open with customers.
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Refunds and Credit Notes for Repair Shops
How repair shops should issue refunds and credit notes instead of editing closed invoices, keep a clean audit trail, and sync corrections to accounting.
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Estimate Expiration and Parts Price Changes
How to set estimate expiration dates, handle parts price swings, re-quote old estimates, and tell customers about price changes before work continues.
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Repair Invoice Numbering and Record Keeping
A practical guide to repair invoice numbering: sequential numbers, never reusing them, voids versus deletes, record retention and safe digital storage.
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Sales Tax on Auto Repair Parts, Labor and Fees
A practical guide to sales tax on auto repair: parts vs labor, shop fees, exempt fleet and nonprofit customers, and common invoicing mistakes to avoid.
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How to Set a Shop Supplies Fee on Invoices
How to set, calculate, disclose and explain a shop supplies fee on repair invoices, comparing percentage-of-labor with a cap against a flat charge.
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How Text to Pay Works for Auto Repair Shops
Text to pay lets customers settle a repair invoice from a link on their phone. Here is how it works at pickup, how to keep it secure, and when it fits.
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What to Include on an Auto Repair Invoice
A field-by-field checklist for a professional auto repair invoice: shop details, vehicle and odometer, parts, labor, fees, taxes, warranty and payment.
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Writing Clear Repair Invoice Descriptions
Clear repair invoice descriptions help customers understand and trust the bill. Use the concern, cause, correction style and see before-and-after examples.
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Written Estimate and Authorization Rules
A general guide to written estimate and authorization rules for repair shops: what to put in writing, approving overages, and documenting customer consent.