Shop Portal Details

The Shop Flow

Document flow in your shop is critical. Don't waste time, keep customers waiting, or get stressed out. The Shop Portal keeps everything moving where it needs to go, when it needs to go. With automated emails and text messages, keep everyone informed at all times.

Quickly create Estimates, Jobs, and Invoices
Easy to manage current work list of open documents
Create and use Standard Jobs, add multiple Standard Jobs to any Estimate
Email or Text Estimates or Invoices with a single click

VIN lookup, integrate lookup, scanner input
Parts only invoices for counter sales
Easy upload of pictures, videos, PDFs, and electronic files
Communicate with customers about estimates, jobs and invoices

Shop Plan

You need planning to run a well-managed shop. With planning tools available in the Shop Portal, you can ensure all jobs are profitable, control inventory, track technician time, and optimize your shop with a balanced calendar.

Profit analysis on all Estimates and Jobs
Create labor codes, parts and fees 'on the fly'
Track inventory with automatic updates to QuickBooks Online
Automatic generation of Purchase Orders and emailing to vendors

View technician time charged to tasks
Track employee clock in/out
View graphic calendar for scheduling jobs across resources
Custom forms, communications, and reports

Shop Organized

With a well-organized shop you can work efficiently with high quality. ROADe allows you to keep your office organized and running smoothly.

Create and maintain Standard Jobs for quick setup of common tasks
Create multiple Invoices for a given Job
Collect multiple payments of various types for each Invoice
Credit accounts - larger customers pay monthly

Create Estimates directly from customer appointments
Automatic nightly reporting - subscribe to reports delivered each morning
Run multiple shops from ROADe
Unlimited Regions and unlimited Shops per Region

Comprehensive Shop Management Features

Everything you need to run a modern, efficient auto repair shop

Job Management

Create estimates, manage appointments, optimize job execution, and track everything in real-time.

Invoicing

Generate professional invoices, accept multiple payment types, and process bulk invoicing for fleets.

Inventory

Track parts inventory, automate purchase orders, and sync with QuickBooks for seamless accounting.

Analytics

Real-time reporting, profit analysis, performance metrics, and automated daily reports.

Complete Shop Operations Management