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CRM+ERP system for
auto service

Uk En

Team: UI/UX Design

Front-end

Back-end

Project manager

Sep. 01, 2021 - Nov. 15, 2021

20+

Team

250+

Number of serviced cars per month

Years of experience

Task

Develop an intuitive management system for the car service station
that will be user-friendly for both employees and owners

Problem

Inefficient document handling and
process management

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

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!

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.

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.

Dashboard

All statistics are presented on
the main CRM page in the form of graphs

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.

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