A lost paper slip, an OK given over the phone that nobody wrote down, and the invoice is disputed. In Karzen, the estimate, the customer’s OK (date, time, how) and the job stay in one record, all the way to the invoice.
A whiteboard only shows what the last person wrote. Every job is a card: drag it from To do to In progress to Done, rename the columns or add up to eight, and the whole shop sees it move.
A car sitting in a bay with no explanation stalls the day. Put the job on hold with a reason, waiting for parts or for the customer’s OK, and the card says why.
Two cars sent to the same bay, or one forgotten in the lot. When work starts, pick the bay and the technician: Karzen warns you if the bay is taken, and the card shows how long the car has waited.
An old estimate comes back at an old price. Each estimate shows how long it holds and is marked expired once that date passes. When the customer says yes, approve it and it becomes the work order, every line included.
When the invoice is disputed, an OK nobody wrote down won’t help you. Note when the customer agreed, who it was, how (in person, by phone, text, email or in writing), the work agreed and the new total. Once saved, it can’t be changed, and it prints on the documents.
Estimate rules change from one province to the next. Binding estimates in Quebec, 10% over in Ontario, 10% up to $100 in Alberta and Manitoba. Part condition, replaced parts and repair warranty are turned on where your province requires them.
No more lines scribbled in the margin. Add labour at your hourly rate, parts with their number and condition (new, used, rebuilt or reconditioned), discounts and credits.
Your margins are nobody else’s business. Track what each part cost you and your margin on the job: costs only show to the people you allow, and never print.
Some notes are for the customer, and some aren’t. Write a note that prints on the estimate, the work order and the invoice, and keep internal notes that never do.
No need to walk the shop to know where the day stands. Cards show what’s in the shop, what’s ready, what’s on hold, the estimates waiting for an answer and what was invoiced today.
Retyping a work order into an invoice is where mistakes creep in. When the job is done, the work order becomes the invoice, with nothing to type twice.
No more flipping through a manual to price a job. Look up standard labour times and maintenance schedules right from the work order. Coming soon