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Bookkeeping
All you have to do is just write the repair orders and InvoMax figures out the books for you. InvoMax extracts all of the important bookkeeping information from the repair orders. Reports can be shown on screen or printed out for any time period you select, such as the month or the year. (The printed report includes substantially more accounting information). Keeps an organized record of sales, receivables, and payables. Includes cash flow, cash drawer, and T.B.A daily book. Run annual report totals for tax reporting fields such as total income, parts costs, sublet costs, labor costs, sales tax charged/tax exempt sales, hazardous waste charges, discounts and refunds. If necessary, InvoMax will download an accounting file (ASCII format) that you can give to your accountant to load into a word processing editor.
Comprehensive Bookkeeping & Sales Report
InvoMax extracts all of the important bookkeeping information from each repair order
for this report. You can also download an accounting file with this data (ASCII format)
to a disk so that the data can be viewed through a word processor editor. This report
can cover any time period you enter (days, months, years).
Customer Follow Up
Gaining and maintaining repeat customers for your shop couldn't be easier. InvoMax
comes ready to do follow ups on oil changes and tune ups. You can change the two
maintenance categories to anything you want, such as wheel alignment and brake
service. You can also set your own mileage intervals for each customer. For example,
a customer may drive in conditions that require an oil change every 2000 miles, while
another customer may need an oil change service only every 6000 miles. Just choose
any one of the 6 follow up services and invoMax will start to print your postcards.
InvoMax will also print out a list of the customers that you send postcards to so that you
may make a follow up phone call to set up an appointment. You can also send special
advertisements to all customers, even if they are not due for service, using the follow
up postcards.
Time Since Last In
This follow up card has been designed to generate return business for customers that
have not been in your shop for service for a period of time that you select. Create a
new message each time you print these cards.
First Time Customer Post Cards
This is a great way to show customer appreciation. Include your own special message
to all new customers acquired in the previous two weeks. A great use for the
appreciation card is to also use the card as a coupon or offer a free small service on
their next visit.
Oil change and Tune Up
Send maintenance reminders regularly to produce the highest volume of repeat
customer business. invoMax will print a postcard for all customers that are due for an
oil change or tune up based on their last date and mileage of an oil change or tune up.
InvoMax looks at each customer's driving habits also so that you send the card at the
right time. The card you send can include your own message that may be changed as
often as you would like. In addition to your message, the postcard includes that date
and mileage of the customer's last maintenance, the license plate and year/
make/model, and the speedometer reading that the customer's vehicle should read if
they are ready for service again. Once a customer becomes overdue for an
maintenance service, InvoMax will alert the service writer the next time the customer
comes in.
Service Suggestions letters
These letters are generated by service recommendation notes made by a technician
that have been added to the customers repair order at the time of service. It is easy to
add the observations to the repair order as you work on the car. Service suggestions
can be printed as a letter or a post card.
Customer Billing Statements
InvoMax does not require end of month posting which is a restrictive and usually non
forgiving method of producing statements. With invoMax you may run your billing
statements at any time during the month because you get to set the ending date of the
billing period. If some of your customers have past due invoices, invoMax will
automatically generate interest transactions that are cross referenced to the late
invoices (optional). InvoMax will print a very clear statement for all customers with a
balance due or you may select a specific customer. The statement will show in order
by date all repair orders that the customer still owes on, the date, vehicle, original
amount and amount still owed. If you or your customer detects a billing error, invoMax
will allow you to remove or change any transaction that was included on the billing
statement. The statements will also print with the customers address in a format so
that it will fit into a window envelope.
Payments On Account
When a charge or fleet account customer makes a payment towards their account,
invoMax will allow you to apply the payment towards specific invoices. You may also
select the amount of money that you want to apply towards the unpaid invoice if not the
entire amount. If it is not necessary to select specific unpaid invoices, invoMax will
automatically apply the payment towards the oldest unpaid invoices. InvoMax creates a
separate payment transaction so that you can always identify which invoices the funds
were applied to. A payment transaction can be recalled and viewed on the screen so
that you can quickly identify which invoices were credited.
Automatic Customer Discounts
InvoMax allows you to assign preset customer discounts. Parts and labor, parts only or
just labor will automatically be discounted. If necessary, a discount can be manually
adjusted or removed from a customer's repair order.
Interest Charges
InvoMax will automatically charge interest on selected customer accounts if an invoice
becomes more than 30 days past due. InvoMax will charge a rate of 15% or you can
enter your own rate. InvoMax uses a separate interest transaction (can be manually be
removed if necessary).
Aging Reports
The aging report allows you to see what portions of a customers account balance is
current, 30 days, 60 days and 90 days past due. A summary of each due account will
appear on this report as well as the total of all accounts. This report can assist you in
determining which accounts you would like to charge interest on.