Workshop software features

Technician and bay diary, service durations, clash warnings, online booking requests, booking to job with no retyping.

Mechanic "My Work" screen, one-tap clock on/off, parts, notes and checklists. Printable job cards.

Phone inspections with photos, measurements and traffic-light findings that turn straight into quote lines.

Quote lines with margin shown, a secure link for the customer, line-by-line approval, declined work kept for later.

Approved work reserves stock and drafts purchase orders for shortfalls. Partial receipts and backorders tracked.

FIFO cost layers, locations, stocktakes, quarantine for faulty returns, movement history.

Monthly AI allowance per plan, prepaid top-ups from $5 to $30, balances and usage by feature. AI pauses at zero; the workshop keeps running.

Bills and credit notes read by AI, matched to purchase orders and deliveries, duplicates blocked, price changes held. Review, automatic-draft or autopilot mode.

Quoted vs committed vs actual cost per job, using real receipt costs and each technician's loaded labour rate.

Every booking, quote, approval, job, invoice, payment, message and note on one customer and vehicle history.

Service reminders, quote chasing, declined-work follow-ups, win-back journeys, campaigns and attribution. Real SMS/email delivery is coming soon (see Email and SMS).

Job to invoice with missing-charge checks, GST, payment allocation and duplicate protection. Tax invoices, quotes and job cards as PDFs.

Barcode counter sales, split payments, refunds and end-of-day cash-up. Card payments are taken on your own EFTPOS terminal.

Credit limits, automatic credit holds with owner override, oldest-first payment allocation, monthly statements, account portal.

Comebacks linked to the original job, true cost of $0 warranty work, supplier warranty claims.

Attendance and job time with approval and payroll CSV export.

Quoted, approved, invoiced and collected per adviser; technician productivity.

Upload a CSV: columns are matched automatically, a dry run shows duplicates, and re-importing the same export matches instead of duplicating. History, stock and balances are migrated by our team.

Free with a 6-month subscription. Scope confirmed from what your current software can export.

Queued, retry-safe posting of invoices and payments is built and tested against the Xero sandbox. Not yet connected to live Xero files.

Built with consent and opt-out handling; real delivery is switched on at launch.

Pay-by-link for invoices. Today BayAutomate records payments you take on your own terminal.

Awaiting provider agreements. No partnership exists today. Purchase orders are prepared inside BayAutomate.

Provider not yet connected.

Automated importer for service records, open quotes and opening balances. Until then our team migrates your export for you.