Criação a partir de Excel

主要功能

Service order creation with client and vehicle selection, item management, and payment processing.

Customer management with detailed profiles including contact information and editing capabilities.

Vehicle registration linked to customers, capturing essential details such as license plate and model.

Product and service catalog management with pricing, stock alerts, and automated margin calculations.

Dashboard providing key performance indicators such as monthly revenue and open service orders.

Accounts receivable management, including payment tracking and financial summaries.

Search functionality for service orders with various filters, including order number and client name.

Print functionality for service orders that generates formatted previews for efficient handling.

最適合 / 誰應該使用它

Auto repair shop owners: To manage daily operations and client relations effectively.

Mechanics: To access and update service order details and vehicle information.

Office managers: To track financial transactions and maintain records for accounting.

Administrative staff: To handle client management, including registrations and updates.

Financial analysts: To utilize KPIs and financial summaries for strategic planning.

使用情境

Create and Manage Service Orders

A mechanic creates a new service order for a customer vehicle's repair.

The application allows capturing essential details, managing items, and facilitates payment setup.

Track Client Information

An office manager updates a client's contact information and adds a new vehicle.

Users can edit customer profiles and link their vehicles for seamless management.

Monitor Financial Performance

The owner reviews the dashboard to assess the month’s revenue and outstanding accounts.

Key financial metrics and summaries provide insights into the shop's performance.

Search and Print Service Orders

An employee searches for a service order to print it for documentation.

The search functionality highlights service orders that can then be printed with detailed formatting.

常見問題

問： What functionalities are included in the ERP Oficina Mecânica?

答： The ERP includes features for managing service orders, clients, vehicles, products, dashboards, financials, and company information.

問： Can I print service orders directly from the application?

答： Yes, the application allows printing service orders, generating a formatted preview with all necessary details before printing.

問： What financial tracking features does the application offer?

答： The ERP provides a financial management module that allows tracking accounts receivable, payment statuses, and financial summaries.

問： How can I search for specific service orders?

答： Users can search for service orders using filters by order number, client name, and vehicle plate.

問： Is client management supported in this ERP system?

答： Yes, the system supports comprehensive client management, allowing for addition, editing, and detailed tracking of client information.