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Industry

Workshop software for equipment service workshops

Equipment and small-plant workshops can use the job, inspection, quote, parts and invoice flow with the machine as the asset, plus trade accounts for business customers. Hour-meter-based service schedules are not built yet.

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.

What fits well

  • Trade accounts with credit limits and statements
  • Machine as the job asset
  • Parts and labour costing per job

Example job

A hire company's mower is booked on their trade account. Parts are reserved, the job is invoiced to the account, and it appears on the monthly statement.

Free migration

Free with a 6-month subscription. Migration scope agreed after checking your existing software's export.

Status of what's on this page

CapabilityStatus
Booking diary
Technician and bay diary, service durations, clash warnings, online booking requests, booking to job with no retyping.
Included
Digital vehicle inspections
Phone inspections with photos, measurements and traffic-light findings that turn straight into quote lines.
Included
Quotes and online approvals
Quote lines with margin shown, a secure link for the customer, line-by-line approval, declined work kept for later.
Included
Parts reservations and purchase-order drafts
Approved work reserves stock and drafts purchase orders for shortfalls. Partial receipts and backorders tracked.
Included
Invoices, payments and PDFs
Job to invoice with missing-charge checks, GST, payment allocation and duplicate protection. Tax invoices, quotes and job cards as PDFs.
Included
Follow-ups, reminders and re-marketing
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).
Included

Checked 8 November 2026.

Related

Run the Workshop. Automate the Paperwork.

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