Convert Estimates to Invoices With One Click

One of the biggest advantages that comes with cloud-based shop management software is the time saved! 

A big challenge for every shop owner is being stuck filing paperwork for hours instead of focusing on doing what they love. Luckily, AutoLeap is here to help!

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AutoLeap’s software helps its users streamline operations and experience a 60% decrease in time spent on generating estimates and invoices, according to a study by Hobson & Company. Keep reading to find out how you can save time too!

Convert estimates with a single click

AutoLeap helps you save a ton of time by hosting all your information in one place. From managing your customer records to saving canned services, everything is available at the tip of your fingertips. And it gets even better! You can add any parts required and place orders, all from the comfort of your desk. 

Once you’re happy with your estimate, send it off to your customer for a digital approval. After that, you’re one tap away from having your estimate converted into an invoice. Simply change the ‘Order Status’ from the panel on the right side of your screen!

Once you choose to convert the invoice, a pop up will appear to ensure all essential details are covered. For instance, the vehicle’s mileage and VIN are vital information when working with any car. Users can choose to make these fields mandatory before any estimate is converted!

In addition, this pop up allows you to ensure everything has been approved before you go ahead and post it to your QuickBooks account!

Benefits for your shop

There’s plenty of ways having your estimates and invoices run through a cloud-based shop management software such as AutoLeap can help a shop like yours. Here’s some of the key advantages:

  • Save significant time and devote more resources to growing your business
  • Go paperless! Eliminate clutter and unnecessary paper use by sending digital invoices and receiving e-approvals
  • Track invoices in real time by keeping track of every estimate and invoice in an easy and accessible way
  • Accelerate your billing experience and get paid faster with instant auto repair invoices
  • Easily integrate with QuickBooks and automate the flow of all your transactions into QBO to keep your books accurate and up to date

Closing thoughts

Once you shift to shop management software, it’s impossible to revert back to the old pen and paper method! Enjoy a convenient and easy experience with your shop to save time and money using AutoLeap.

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