Complete Workshop Management
SAM Workmate contains all features found in SAM Lite plus:
- Job Kits as standard
- Comprehensive text libraries
- Industry leading labour productivity management and reporting
- Comprehensive stock/inventory management
- Integrated job quotation and estimation functionality
- Banking functionality
- Fully integrated Cashbook (optional)
More:
Work In Progress / Invoices:
- Work-in-progress listing
- Work-in-progress valuation reports
- All job information on one screen
- Dates, times and estimated hours
- Technicians linked to jobs
- Job Status flags and colour indicators
- Customisable user defined job fields
- All Customer and vehicle details
- Split invoicing
- Job margins displayed
Job Kits and Quotes:
- Save common jobs as kits for future use
- See margins by line, posting type or total job Change details of kit during transfer to job
- Save quotes by customer
- Print quotes as quotation or estimate
- Job kits can be loaded into quote
- Instant conversion of quote into job
Marketing:
- Comprehensive vehicle follow ups and service reminders
- SMS
- Direct Mail
- Report
- Customer, stock and vehicle export functions
- Most valuable customer report
- Job source analysis reporting
Stock:
- Full stock transaction history
- Customisable pricing discount matrix
- Multiple stock pricing levels
- Comprehensive stocktaking
- Suggested buy (automated parts re-ordering)
- Integrated parts catalogues
- Supercessions and alternate parts
- Automated manufacturer and supplier interfaces
Debtor Control:
- Debtor posting drill-down
- Credit limit, credit hold and terms options
- Cash out facility
- 12 Month aged balances and sales history
- Comprehensive debtors audit trail
- Individual/combined statement printing
Reporting:
- Full debtors postings history
Banking/cashbook:
- All receipts recorded (debtors and miscellaneous)
- Automated banking supplement printing
Multiple bank accounts and transfer between accounts - Running cashbook balance
- Transaction reporting
- Bank account reconciliation
Labour Management:
- Optional time clocking module
- Technician labour productivity reporting
- Detailed labour analysis
- Industry benchmarking
To check out the other features for SAM Workmate, click Here