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Finocket for Auto

Use cases

How a working day runs, step by step.

Estimate approved from a link

The customer approves or declines the repair estimate from their phone, and the approved estimate is converted into the bill.

  1. Write the estimate with labour and parts
  2. Share the accept link with the customer
  3. The customer approves by typing their name, or declines
  4. Convert the approved estimate to the bill with one click

Labour and spares on one bill

Labour as a service line and spares as goods lines, each with the HSN or SAC code you enter, on one GST invoice.

  1. Add labour as a service line with its SAC code
  2. Add spares from stock with their HSN codes
  3. Issue the GST invoice
  4. Spares stock drops by what was billed once the invoice is issued

Spares that tell you when to reorder

Set a reorder level per part and see on the inventory screen what needs ordering. Nothing goes to a supplier until you send it.

  1. Set a reorder level on each part
  2. Parts at or below their level show under Reorder soon
  3. Create draft purchase orders from that list, one per supplier
  4. Review and confirm each order on the Orders screen
  5. Add the parts to stock when they arrive

Every vehicle unit by its chassis number

From the OEM purchase to the customer sale, each vehicle unit is tracked by its chassis number.

  1. Turn on serial numbers for the model
  2. Add stock with one chassis number per unit
  3. Pick the exact unit on the sale invoice
  4. The unit is marked sold against that invoice
  5. A unit already sold cannot be picked again

Fleet deals in a pipeline

Track fleet and institutional enquiries from the first call to the invoice.

  1. Add the enquiry as a deal with its value
  2. Move it through your stages
  3. Raise the quotation from the deal page
  4. Mark the deal won
  5. Create the invoice from the same deal

Service slots booked from a link

Customers pick a service slot from a booking link you share. Finocket does not yet send them a reminder on its own.

  1. Set up a booking link with your service hours and slot length
  2. Share the link with your customers
  3. The customer picks a free slot and leaves a name and phone number
  4. A slot that is already taken cannot be booked again
  5. The booking is saved against the customer's record

Vehicle details on the estimate and bill

Registration number, odometer reading and the customer's complaint go on the document. Finocket does not yet search bills by registration number.

  1. Add fields such as Registration no., Odometer and Complaint once, in your field settings
  2. Turn on printing for each field you want on the document
  3. Type them on the estimate when the vehicle comes in
  4. They print in the details block of the document

Paid by UPI at delivery

When the vehicle is handed back, the customer scans the UPI code on the bill or taps the pay link you share.

  1. Save your UPI ID in your business details
  2. The bill carries a UPI code for the invoice total
  3. Share the pay link from the bill if the customer is not at the counter
  4. Record the payment and how it was paid

Showroom, workshop and spares kept apart

A dealer running a showroom, a workshop and a spares counter sees the profit of each from one set of books.

  1. Create a cost centre for each division
  2. Tag each invoice to its division
  3. Tag expenses the same way, or split one across divisions
  4. Read profit and loss by cost centre
  5. Entries with no division show in their own bucket

GST returns prepared for your accountant

Your accountant works from the same bills, and you or they submit the returns on the GST portal.

  1. Invite your accountant with the read-only accountant role
  2. Download the GSTR-1 file prepared from your bills
  3. Read the GSTR-3B figures to type into the GST portal
  4. Import your GSTR-2B and match it against your purchase bills
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