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CRM+ERP system for
auto service

Uk En
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20+
Team
250+
Number of serviced cars per month
5
Years of experience
Task
Develop an intuitive management system for the car service station
that will be user-friendly for both employees and owners
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Problem
Inefficient document handling and
process management
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What needed to be fixed?
Managers were keeping track of customer records in an Excel spreadsheet, and payment invoices were edited in Word, where data had to be manually entered each time. They also used Excel for payroll and procurement tracking from suppliers. Initially, this approach didn't pose any issues. However, as the car service station expanded, the owner realized that managers were losing information, not always able to record it in spreadsheets on time, and frequently making mistakes. Therefore, it was decided to automate the processes as a solution.
Details
Product and order pages
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CRM architecture
A well-designed project structure is the foundation for its growth and development

Dashboard

Clients
Products
Tasks
Invoices
Settings
List of works
Records
Sales
Salaries
Reports
Invoices/Expenses
Purchase and sale of goods based on invoices
Functionality
Simplifying the operation of the auto service,
we ensure the profitability of the business!
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Products
Inventory management includes recording the arrival of goods based on invoices from suppliers and registering the sale of spare parts. Additionally, managers can add products to customer invoices if they were used during repair work.
Clients
This section contains a list of clients, with a complete service history stored for each of them.
Records and Tasks
Managers can keep a journal of records and obtain information about which days are busier and which are less busy. Additionally, the system allows for the addition of tasks, both for personal execution and for other employees.
Settings
Flexible settings allow for the addition and editing of:
  • Users.
  • Suppliers.
  • Mechanics.
  • Types of work.
  • Others.
Finance
Effective management helps
structure financial reporting
Creating an invoice can be done by selecting a client from the list or entering a new one, which is automatically added to the client list. The manager attaches the document to the mechanic for further reporting and automatic calculation of salaries at the end of the month, as they are calculated as a percentage of closed invoices.
The system automatically generates PDF invoices for printing. Additionally, the system includes an "accounting" section where complete financial information is stored for the entire period. There is also an "expenses" section where the manager can record unforeseen expenses for proper reporting at the end of each day.
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Communication
Effective communication contributes to
better task definition
To understand all the details of the auto service's work, representatives from the company and experts from Asabix held numerous meetings where they discussed project tasks and business processes, developed the CRM structure, and established priorities for tasks.
Our collaborative work serves as an example of how a deep understanding of business processes and a commitment to achieving success can lead to significant improvements in the field of auto service and management.
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Dashboard
All statistics are presented on
the main CRM page in the form of graphs
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The following data is provided on the dashboard:
  • Expenses and income for the current day.
  • Cash balance for the current month.
  • Total revenue and net profit for the current month.
  • List of records and a task block for each day.
Results
Now the entire team is focused on providing quality services and has no fear of losing data
Benefits for owners
At any moment, the business owner can log into CRM and stay informed about all the processes within the company. They can monitor not only the team's efficiency but also financial performance and more.
Benefits for the team
Managers spend less time creating invoices and other documents, have the ability to track finances and inventory. Employees can check their salary calculations at the end of each day based on completed work orders.
Contact us
#0013

Ready to start? Let us know!

Address:

Ukraine, Zhytomyr
Vitruka Street, 9V

Schedule:

Mon-Fri, 9 am-7 pm

Address:

Poland, Warsaw, 00-842
Łucka street 15/204

Schedule:

Mon-Fri, 9 am-7 pm

Contact us
#0000

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