Creating an Inspection Report

Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the ‘Inspections’ tab under the ‘Service’ section. Step 2 From the inspection templates menu, click on ‘Add Inspection’ at the top of the page. Step 3 A pop up window should display empty fields for a new template. Proceed to fill the … Read more

Creating an Inspection Template

Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the ‘Inspection Templates’ tab under the ‘Management’ section. Step 2 From the inspection templates menu, click on ‘Add Template’ at the top of the page. Step 3 A pop up window should display empty fields for a new template. Provide a name … Read more

Manage your shop’s time with Appointments

The AutoSoftWay appointments platform helps you oversee and manage your staff’s time  First ensure that you have registered your employee information on AutoSoftWay. Navigating to the appointments menu Starting from the dashboard, navigate to sidebar menu, and click on the ‘Appointments’ tab. Appointments menu: basic navigation The appointments menu will display today’s calendar by default, for all … Read more

Coordinating your auto shop with Workflow

The AutoSoftWay workflow platform is an interactive tool that helps you coordinate your clients’ requests with your repair team. You can drag-and-drop requests from different phases of the service cycle!  First ensure that you have created an estimate and registered your employee information on AutoSoftWay. Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the … Read more

Creating an Invoice

With AutoSoftWay, there are two methods to create an invoice: Create an invoice from scratch Create an invoice from an existing order In this guide, we will explore both of these options in detail. Method 1: Creating an invoice from scratch Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the … Read more

Creating an Order

With AutoSoftWay, there are two methods to create an order: Create an order from scratch Create an order from an existing estimate In this guide, we will explore both of these options in detail. Method 1: Creating an order from scratch Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the … Read more

Creating an Estimate

Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the ‘Estimates’ tab under the ‘Estimates’ section. Step 2 From the estimates menu, click on ‘Add Estimate’ at the top of the page. Step 3 A pop up window should display empty fields for a new estimate. Proceed to fill these fields, starting … Read more

Managing your product inventory

Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the ‘Parts’ tab under the ‘Management’ section. Step 2 From the clients menu, click on ‘Add Part or Product’ at the top of the page. Step 3 A pop up window should display empty fields for new car parts or products. Proceed … Read more

Adding a Client’s Vehicle

Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the ‘Cars’ tab under the ‘Management’ section. Step 2 From the clients menu, click on ‘Add Car’ at the top of the page. Step 3 A pop up window should display empty fields for a new car. Please ensure that you have … Read more

Set up your labour rates

Step 1 Starting from the dashboard, navigate to sidebar menu, and click on the ‘Labours’ tab under the ‘Management’ section. Step 2 From the clients menu, click on ‘Add Labour’ at the top of the page. Step 3 A pop up window should display empty fields for new labour rates. Proceed to fill these fields … Read more