Orders & checkout
Add products and services, assign the customer and record the sale and payment.
Car detailing
Group detailing services in the customer’s order and hold the cart while work proceeds. Complete the sale at handover and review the recorded income and payments.
THE QUESTIONS THAT MATTER
What finish was agreed?
How much workshop time is needed?
Is the vehicle ready for inspection?
YOUR WORKING DAY
Group detailing services in the customer’s order and hold the cart while work proceeds. Complete the sale at handover and review the recorded income and payments.
Add products and services, assign the customer and record the sale and payment.
Keep a cart on hold and restore it when the customer is ready.
Process refunds against the original sale and its payment records.
Open the register, review its movements and close it with a recorded count.
Record operating income and expenses in the cash ledger.
Organize operating locations and their warehouse records.
FOR THE OWNER
Vehicles, devices and machines are registered once with their identity and meter readings. Recurring maintenance plans remind customers automatically, and work orders are settled at the till.
FOR THE TEAM
At intake the team finds the registered vehicle or device, records the meter reading and completes the checklist before the work starts.
BEFORE YOU START
Keep a cart on hold and restore it when the customer is ready.
Record operating income and expenses in the cash ledger.
Control access to operations through user permissions.
Start with the company registration form. Enter your business details, verify your email and select the business profile and modules for your operation.
The pricing page shows the modules Softphia recommends for each business profile and the add-ons you can choose. After registration, your workspace shows the included modules and usage limits.
THE RIGHT SCOPE
See the setup Softphia recommends for your business profile, what it costs and the add-ons you can choose.
Recommended
Repair orders, vehicles and parts for a car workshop.
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Get started ↗ Discuss this setup →Available add-ons: Team management · Reports & analytics · Bank reconciliation
See the recommended setup and what's included →Create your workspace. Choose your business profile, set up your branch and bring your team into Softphia.