Many auto repair shops have customers who still owe them money from work that was previously done. And so, shops want to be able to quickly identify when a customer comes back into to the shop, and has an outstanding balance sitting in accounts receivable.
In Tekmetric, we will now notify service advisors if a customer has an outstanding A/R balance when they are:
- Creating a repair order
- Creating an appointment
- Taking payment on an open repair order
A blue banner will appear in the these areas to allow service advisors to quickly identify any money owed from their customers if they walk back into the shop.
Please note, employees in the shop need to have permission to access customer information in order to see the outstanding Accounts Receivable balance within a customer's profile.
Warning when creating a repair order:
Warning when creating an appointment:
Warning when taking payment on a repair order:
Multi-Shop A/R Balance Banner
Relevant to Tekmetric Multi-Shop users only!
For any linked customers across locations (see here for details), Tekmetric checks for outstanding A/R balances in ALL of the linked shops and displays the warning banner in the same locations as above if any of the customer instances in those shops has an outstanding A/R balance. For example, say I’m a service advisor in Shop A and I’ve linked my customer John Smith (Shop A) to John Smith (Shop B). John has an outstanding A/R balance in Shop B. Tekmetric will display that information to me when I’m actively in Shop A.
