CARTECH Workshop Manager

Paid Invoice Sales

$0.00

Paid, non-cancelled invoices

Open Balance

$0.00

Unpaid + partial invoices

Active Jobs

0

Open + In Progress + Waiting

Payments Received

$0.00

Active payments

Expenses

$0.00

Active expenses

Recent Documents

Accounts Receivable

Outstanding balances remain red until fully paid.

Customer

Customer Name *

Phone

Email

Address

Customer Notes

Customers

Show archived

Vehicle

Customer *

Year

Make

Model

VIN

Camera scan when supported; otherwise enter/paste the 17-character VIN and tap Decode.

Plate

Mileage

Color

Vehicle Notes

Vehicle Photos

Use Gallery for existing photos or Take Photo to open the phone camera. New photos upload when you tap Save Vehicle.

Vehicles

Show archived

Document

Downloads one customer PDF: CARTECH invoice first, attached PDF reports next, then work photos on separate pages.

Document Type

Assigned Technician

Work Status

Customer / Vehicle *

Document Date

Due Date

Mileage

Tax Rate %

Tax is calculated on Parts only.

Discount

Discount Applies To

Choose where the discount applies so taxable Parts are calculated correctly. Existing invoices keep their historical After Tax logic.

Payment Status

Chase QuickAccept Payment Link · This Invoice Only

Paste the personalized Chase link for this invoice. It will appear only on this invoice and its PDF. Leave blank to hide Chase payment.

Requested Work / Complaint

Diagnosis / Internal Notes

Customer-Facing Recommendations

Technician Notes

Technician Checklist

Customer Authorization

Authorized By

Customer Work Evidence / Attachments

Attach PDF reports and work photos. The downloaded customer PDF is ordered automatically: invoice first, PDF reports next, then photos on separate pages.

Quotes, Work Orders & Invoices

Show archived Work Orders

Payment

Invoice *

Date

Method

Amount *

Notes

Payment History

Show voided

Expense

Date

Expense List

Report Filters

Customer / Vehicle

From

To

Work Status

Paid Sales · Invoice Date

$0.00

Job Internal Cost

$0.00

Gross Profit · Invoice Basis

$0.00

Expenses

$0.00

Cash Collected · Payment Date

$0.00

Cash Flow Net

$0.00

Cash Collected − Expenses

Invoice Sales Tax Report

Tax is calculated on Parts only, after applicable discounts. Invoice-date basis, not a tax-filing determination.

Invoice Payment Status

Invoices with Sales Tax

0

Taxable Parts Base

$0.00

Sales Tax Charged

$0.00

Tax on Fully Paid Invoices

$0.00

Tax on Partial / Unpaid Invoices

$0.00

Only Invoices with sales tax greater than $0 are listed. These are tax amounts charged on Invoices, not necessarily amounts collected or remitted. Payment status is the current status of each Invoice.

Vehicle Profit Report

Document Report

Payment Report

Expense Report

Appointments

Date

Time

Customer

Vehicle

Technician

Status

Reason / Complaint

Upcoming / Recent

Admin Work Board

Assigned → In Progress → Waiting for Parts → Waiting for Customer → Finished

My Work Orders

My Hours

Date

Hours

Work Order

Notes

My Payment History

Team Management

Auth User

Display Name

Role

Can Receive Work Orders

Active

Hourly Rate

Notes

Team / Weekly Hours

Payroll

Technician

Period Start

Period End

Payment Date

Hours

Amount

Method

Reference

Proof of Payment

Notes

Parts & Inventory

SKU / Part Number

Description

Qty On Hand

Minimum Qty

Unit Cost

Sale Price

Vendor

Inventory List

Purchase Orders

PO Number

Date

Vendor

Work Order

Status

Amount

Parts / Notes

Purchase Orders

Warranty / Comeback Tracking

Invoice

Start Date

End Date

Status

Covered Work

Notes

Warranty Records

Finished / Not Delivered

0

Open Invoice Balance

$0.00

Pending Recommendations

0

Customer Follow-Up

Recommendations

Recommended → Approved / Declined → Completed

CARTECH Help Center

Descriptions, operating logic, permissions and step-by-step guidance for every main function.

Backup / Import

Export CARTECH V3 Backup

Exports V2 core records plus V3 Team, Hours, Payroll, Appointments, Inventory, Purchase Orders, Warranty, Checklist, Recommendations and supported media assets.

Validate Backup File

Import Backup

V3/V2 backups add missing record IDs without overwriting current cloud records. Legacy backups can only be imported into an empty workspace.

Migrate Current V1 Cloud Workspace

Use only if you already entered data in the previous shared-workspace version.

No backup imported automatically.

Customer Intake & Authorizations

Create a secure customer link, review signed submissions, and link signed terms to a Work Order without editing the Work Order itself.

Audit / Change History

Settings

Default Tax Rate %

Company

Phone

Email

Address

Customer Intake & Authorization Policies

All customer-facing amounts and policy text below are editable. New links take a snapshot of the current version; previously signed authorizations never change.

Permanent Customer Intake Link

Use this same link or QR for every new customer. It always loads the current published CARTECH policies. Each completed form creates its own signed intake record.

Download QR Open Test

Current Terms Version

A new version is created automatically when authorization settings change.

Link Expiration (days)

Labor Rate ($ / hr)

Initial Diagnostic Authorization ($)

Storage Fee ($ / day)

Storage Grace Period (hours)

Enable DiagnosticDiagnostic Policy Title

Diagnostic & Labor Policy

Available placeholders: {{labor_rate}}, {{diagnostic_limit}}, {{storage_fee}}, {{storage_grace}}.

Enable Road TestRoad Test Policy Title

Road Test Policy

Enable StorageStorage Policy Title

Storage Policy

Use {{storage_fee}} and {{storage_grace}} to keep the wording synchronized with the amounts above.

Enable Vehicle / PhotosVehicle / Photo Policy Title

Vehicle Movement & Documentation Policy

Enable Additional WorkAdditional Work Policy Title

Additional Work Policy

Enable General TermsGeneral Policy Title

General / Additional Terms

Customer Reviews (Invoices Only)

Show a short clickable Google Reviews link in Invoices and exported Invoice PDFs. No review QR is generated.

Enable

Google Reviews HTTPS URL

Zelle

Configure the information customers need to pay you. A web link is optional.

Show on invoices

Recipient / Business Name

Zelle Email or Mobile

Zelle Payment URL (optional)

Use only if you have a secure Zelle/share URL. The URL is no longer required.

Zelle Instructions

Zelle QR Image

Upload the QR image from your bank/Zelle app.

Saved QR

No QR saved.

Chase QuickAccept

QuickAccept links are personalized per invoice. Configure only the customer-facing label and instructions here; paste the actual payment link inside each Invoice.

Button / Display Name

QuickAccept Instructions

General Payment Note

Payment methods: CARTECH can show recipient information, a Zelle QR, instructions and a Chase QuickAccept button. Receiving money does not automatically mark an invoice Paid; record the payment after it is confirmed.

Security: this app has Sign In only. Keep public sign-ups disabled in Supabase Authentication. All authorized users share the same CARTECH data.

SMS: automatic phone/SMS integration remains intentionally disabled.