Finance
Services
Reviewing labor and parts across workshop jobs
The Finance → Services section provides a combined financial overview of the services, labor, parts, and materials added across all Job Cards.
This page allows the workshop to see which services have been added to customer jobs, which employee has been assigned, which parts have been used, their customer value, and whether they have already been included in an Invoice.
The information displayed on this page comes from the Works & Parts section of each Job Card. Finance → Services is therefore not a separate place for creating services. It is a combined financial overview of labor and parts across all workshop jobs.
Services Summary
Main financial summary
The top of the page displays the main financial summary for services and parts.
The values in the summary are shown excluding VAT.
- Total Revenue — the combined customer value of all services and parts included in the current view, excluding VAT. The total number of entries is displayed underneath the amount.
- Invoiced — the total value, excluding VAT, of services and parts that have already been included in generated customer Invoices. The number underneath shows how many individual items have already been invoiced.
- Pending Invoice — the total value, excluding VAT, of services and parts that have not yet been included in a customer Invoice. This provides a quick way to identify work and parts that may still need to be invoiced.
- Services — the total customer value of labor services, excluding VAT.
- Parts — the total customer value of parts and materials, excluding VAT.
Total Revenue consists of the combined value of Services and Parts. Invoiced and Pending Invoice items together make up the total value of the displayed entries.
Labor Services
Labor services across Job Cards
Select Services to view labor services added across Job Cards.
The number displayed next to Services shows the total number of entries in this category. The number displayed below the Labor Services heading shows how many records match the currently selected period, Invoice status, and search filters.
Each table row contains the main information required to identify the service and review its financial status.
- Vehicle — the vehicle associated with the service, including its registration number, make, and model.
- Employee — the employee or mechanic assigned to the service. If no employee has been assigned, this column may be empty or show that the service is unassigned.
- Work Done — the service or repair description entered in the Job Card. If the description has been translated in the system, Show original may be displayed next to it. Select this option to view the original untranslated description.
- QTY — the labor quantity recorded for the service. This value usually represents the estimated or recorded number of labor hours.
- Total Excl. VAT — the total customer value of the service before VAT. The amount is calculated using the labor quantity, hourly rate, discount, and other pricing information saved in the Job Card.
- Total Incl. VAT — the final customer value of the service after VAT has been applied.
- Status — whether the service has already been included in a generated customer Invoice. Invoiced means that the service has already been included in an Invoice. Pending means that the service has not yet been included in a customer Invoice.
Click the arrow on the right side of a row to open the Job Card associated with that service. From the Job Card, you can review the complete job, vehicle details, Works & Parts entries, documents, and payments.
Parts & Materials
Parts and materials across Job Cards
Select Parts to view parts and materials added across Job Cards.
The number displayed next to Parts shows the total number of entries in this category. The number displayed below the Parts & Materials heading shows how many records match the currently selected filters.
Each table row contains information about the part, its customer price, and its Invoice status.
- Vehicle — the vehicle and Job Card associated with the part or material.
- Part Name — the name of the part or material entered under Works & Parts. If the name has been translated, select Show original to view the original untranslated name.
- Code — the OEM code, manufacturer code, or another identification code saved for the part. If no code was entered, this column may display an empty value.
- Unit Price — the customer selling price for one unit of the part or material, excluding VAT.
- Total Excl. VAT — the total customer value of the line before VAT, calculated from the unit price and quantity.
- Total Incl. VAT — the total customer value of the line after VAT has been applied.
- Status — whether the part has already been included in a generated customer Invoice. Invoiced means that the part has already been included in an Invoice. Pending means that the part has not yet been included in a customer Invoice.
Click the arrow on the right side of the row to open the Job Card where the part was added. This allows you to review the related repair, quantity, part status, and other job information.
Services and Parts Selection
Switching between services and parts
Use the Services and Parts buttons above the table to switch between labor services and parts.
- Services — displays labor and service entries.
- Parts — displays parts and materials.
The number next to each option shows the total number of entries in that category.
Invoice Status Filter
Filtering by Invoice status
The Invoice status filter determines which entries are displayed.
- All Items — shows both invoiced and uninvoiced entries.
- Invoiced — shows only services or parts that have already been included in generated customer Invoices.
- Not Invoiced — shows only services or parts that have not yet been included in customer Invoices.
This filter helps the workshop quickly identify completed work and parts that may still need to be invoiced.
Period Filter
Filtering by time period
The period filter allows services and parts to be reviewed for a selected time period.
The available options are
- This Month
- Last Month
- This Quarter
- Last Quarter
- All Time
- Custom Range
Select Custom Range to enter a specific start and end date.
Changing the period updates the results displayed in the table and the related financial information.
Search
Searching services and parts
Search can be combined with the Invoice status and period filters.
In the Services view, you can search by
- vehicle registration number
- vehicle make or model
- employee or mechanic name
- words from the service description
In the Parts view, you can search by
- vehicle registration number
- vehicle make or model
- part or material name
- part code
After search text is entered, the table displays only matching entries. Search, period, and Invoice status filters can be used together.
Practical Use
What this page is used for
Finance → Services provides one place to review labor and parts from all workshop Job Cards.
This page can be used to
- review the total customer value of labor and parts
- view amounts excluding and including VAT
- see which employee is assigned to a service
- find services and parts associated with a particular vehicle
- see which items have already been included in Invoices
- identify items that still need to be invoiced
- open the Job Card associated with an entry
- review financial information for a selected period
This allows the workshop administrator to review all services and parts across the business and ensure that no customer-chargeable item is left out of an Invoice.