Feature: reporting
Staff sales and close-rate reporting
See what each service adviser quoted, what customers approved, what was invoiced and what was collected, with close rate by number of quotes and by dollar value. Technician time, productivity and comeback rates sit alongside, so owners can coach with facts instead of impressions.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Definitions we use
- Close rate (count): approved quotes ÷ quotes sent.
- Close rate (value): approved $ ÷ quoted $ (a partial approval counts its approved lines).
- Comeback rate: completed jobs that came back ÷ completed jobs.
Status of what's on this page
| Capability | Status |
|---|---|
| Staff sales and close-rate reporting Quoted, approved, invoiced and collected per adviser; technician productivity. | Included |
| Clock on/off and timesheets Attendance and job time with approval and payroll CSV export. | Included |
| Warranty and comeback tracking Comebacks linked to the original job, true cost of $0 warranty work, supplier warranty claims. | Included |
| Actual job costing and profit Quoted vs committed vs actual cost per job, using real receipt costs and each technician's loaded labour rate. | Included |
Checked 8 November 2026.
Questions
Can I see one adviser's quotes?
Yes. Filter by adviser and period, then open any quote from the report.