One estimate, from export to booksThis is a demo with made up data. The shop, the customer and every figure are invented. Nothing you press leaves this page.

It arrives on its own

Teardown picks the estimate up and nobody types it in. It counts toward nothing yet. Move it to Open Jobs and it gets a repair order number.

Press Move to Open Jobs.

Open the job

It is repair order 2058 now, with the customer, the car and the insurer filled in from the file.

Press 2058.

Move the status

This is the whole car on one screen. Work has started, so change the status to In Repair.

Press the status, then choose In Repair.

Complete the job

The repair is done and the car has gone. Set the status to Delivered. The Completed and Delivered dates fill in, and the days in shop stop counting.

Press the status, then choose Delivered.

Invoice it

Set the status to Invoiced. The invoice number, the date and the total come from the estimate.

Press the status, then choose Invoiced.

Send it to QuickBooks

Once a job is invoiced, Teardown can ask whether to send it to QuickBooks. Sending happens on the Payments tab, where you see the amount before it goes.

Press Open Payments.

Check the job

Nothing goes to QuickBooks until you press send. First check what would go.

Press Check this job.

Send it

Here is the invoice and who it bills. The customer in QuickBooks was matched by name.

Press Send to QuickBooks.

Confirm

A second press names the amount, so a stray click sends nothing.

Press Yes, send $4,534.53.

Receive the payment

Later, the insurer pays and your bookkeeper enters the payment in QuickBooks. Teardown brings it back onto the job.

Press Check QuickBooks for payments.

Record it on the job

QuickBooks shows one payment against this invoice. Record it and the balance here is right.

Press Record 1 payment, $4,534.53.

Mark it paid

The invoice is paid in full. Set the status to Paid.

Press the status, then choose Paid.

Close the job

Teardown asks whether to move it to the closed list. It stays in your records and in the accounting figures.

Press Yes, close it.

Then it is in the books

The job is closed and off the open list.

Press Accounting.

Accounting

What you are owed, what is overdue, what is on the lot and how long cars take. Then who owes it, how old the money is, and each month. The job you closed is in October.

Press Payroll.

Payroll

Hours from the timesheet, and what each person is paid at their hourly rate. It reports hours and amounts. It does not work out deductions.

Press Profit and loss.

Profit and loss

Revenue, then every cost, then profit. Wages come from the timesheet and paint and materials from the page after this one.

Press Paint and materials.

Paint and materials

What you spend on paint and materials, entered as orders or as one bill a month. It feeds profit and loss.

Press Finish.

That is one repair, from export to books.

The estimate arrived on its own, became a job, was invoiced, paid and closed, and it is in the month's numbers. Everything on these screens was made up for this page.