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Workshop management software

Workshop management software that connects the whole job

BayAutomate is workshop management software built for Australian mechanical and service workshops. A booking becomes a job, an inspection becomes a quote, an approved quote reserves parts and drafts purchase orders, and a finished job becomes a GST tax invoice. Your team doesn't retype anything along the way. Everything lands on one customer and vehicle history, so the front counter, technicians and the owner all see the same facts.

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.

Customer record in BayAutomate with vehicles, bookings, quotes, invoices and a full timeline of every job and message
One customer record: vehicles, quotes, jobs, invoices and the full timeline. Sample workshop data.

From booking to invoice, entered once

Most workshops still copy the same customer, rego and job details between a diary, job cards, a quoting tool, a parts spreadsheet and the accounting file. Every copy costs time and creates mistakes. In BayAutomate each step starts from the last one:

  1. Booking: search by rego, name or phone and the customer and vehicle are attached. The service template sets the duration.
  2. Job: check-in turns the booking into a job with the same details.
  3. Inspection: the technician records findings and photos on a phone.
  4. Quote: findings become quote lines. The customer approves line by line from a secure link.
  5. Parts: approved lines reserve stock and draft purchase orders for anything short.
  6. Invoice: the finished job is checked for missing charges and invoiced with GST.
  7. Follow-up: declined work, service reminders and quote chasers are prepared automatically.

Built for the people who actually use it

Technicians only see My Work: assigned jobs, inspections, timers, parts and notes, with one-tap actions. Front counter and advisers work from Today, the diary and the quote pipeline. Owners get margins, staff sales, debtors and exceptions without building spreadsheets. Bookkeepers get clean, allocated payments and, once the Xero connection is live, queued postings with no duplicates.

What stays outside BayAutomate

Honest boundaries: you keep your accounting software (BayAutomate syncs to it rather than replacing it), your EFTPOS terminal, and your supplier trade accounts. SMS and email sending, card payments and supplier catalogues carry their own provider charges when they are switched on.

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 job cards
Mechanic "My Work" screen, one-tap clock on/off, parts, notes and checklists. Printable job cards.
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
Counter sales and till cash-up
Barcode counter sales, split payments, refunds and end-of-day cash-up. Card payments are taken on your own EFTPOS terminal.
Included
Trade and fleet accounts
Credit limits, automatic credit holds with owner override, oldest-first payment allocation, monthly statements, account portal.
Included
Customer timeline (mini CRM)
Every booking, quote, approval, job, invoice, payment, message and note on one customer and vehicle history.
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.

Questions

Is BayAutomate available now?

BayAutomate is in a early access with Australian workshops. Join early access to be considered for the next pilot intake.

Does it handle GST?

Yes. Prices, quotes, invoices and counter sales calculate Australian GST, including GST-free lines.

Can I bring my old data?

Yes. Data migration is free with a 6-month subscription. The scope is confirmed from what your current software can export.

Related

Run the Workshop. Automate the Paperwork.

One platform. Fewer subscriptions. More time on the tools.