Contracts
Prepaid service packs and memberships
Sell prepaid packs, such as four washes paid in advance. Sell memberships too, such as a wash club with a monthly fee, 10% off labour and one free wash a month. Each visit uses them up from the job card by itself, and customers see what is left on their own page.
PlansFrom Scale
The problem it solves
- Wash cards are punched by hand and customers argue about how many are left.
- A detailing club charges a monthly fee, but the free wash and the discount are applied by memory.
- Prepaid money sits with you, but nobody knows how much service is still owed.
How it works
- 01
Make a plan in Garage > Configuration > Customers > Contract Plans with the kind Service Pack or Membership.
- 02
For a pack: the items included and how many, the months it runs, and the upfront price. For a membership: the monthly fee, the discounts and the free items each month.
- 03
Sell it on the web from Garage > Contracts > Contracts, or from the job card in the app with Sell. Use Paid now if the customer pays there.
- 04
At the next visit, included lines are not charged and the balance goes down; membership discounts lower labour and parts.
- 05
The customer sees the pack or membership on their job page: what is included, used and left, and what they saved.
Everything it does
Service packs
- Prepaid items used from the job card, invoiced upfront
- Covered lines not charged; partial cover when little is left
- A declined line gives back what it used
- What is left is lost when the pack expires
Memberships
- Monthly fee invoiced each month; Months 0 runs until cancelled
- Discount on Labour (%) and Discount on Parts (%)
- Free items each month
- Storage is never discounted by a membership
Selling and paying
- Web: Garage > Contracts > Contracts, Activate
- App: Sell a pack or membership from the job card, with Paid now and Paid by
- Pay or Tap to pay a contract invoice later, on the job card or the vehicle (with a card terminal)
On the customer's page
- Packs, memberships and AMCs for that vehicle and branch
- Validity, items included, used and left, this month's items, discounts, monthly fee and next invoice, value saved
- Ended in the last 30 days shown as ended
- My Vehicles lists all of them with the branch
Report
- Contract Usage: what customers used of their packs, memberships and contracts
Who uses it
Where you use it
- Web: Garage > Configuration > Customers > Contract Plans; Garage > Contracts > Contracts; Garage > Reports > Customers > Contract Usage
- The customer's job page and My Vehicles
- The SmartMy Garage app: Contracts card on the job card, Sell, Pay and Tap to pay; selling and paying need signal. Built and in testing, not in the app stores yet.
What you control
Settings
- Per plan: kind, months (12 to start with), upfront or monthly, price or monthly fee, included items, discounts
- Remind Renewals: 30 days before the end
Messages and alerts
- Contract Renewal Due: to the customer before a pack or membership ends; promotional, so it waits for quiet hours and can be switched off
FAQ
Questions, answered.
Can we run a wash club?
Yes. Make a Membership with a monthly fee, the free washes each month and any discount on labour or parts. The fee is invoiced every month.
Do customers see how many washes they have left?
Yes. Their job page and My Vehicles show what is included, used and left, and the value they saved.
Can we sell a pack from the phone?
Yes. In the app, tap Sell on the job card's Contracts card, choose the plan and switch on Paid now if they pay there. The app is built and in testing, not in the app stores yet.
What happens to unused washes at expiry?
The pack becomes Expired and what is left is lost, so set the months to suit your offer.
Related
Related features.
Annual maintenance contracts (AMC) for vehiclesFrom Scale
Sell an AMC for one or more vehicles with the services and parts it includes. Set how many of each, for how long, and any discount on other work. It is invoiced upfront or every month and used up on each job card by itself. The customer and the advisor are reminded before it ends.
The customer's job page by a private link, no loginEvery plan
Every job card has its own page for the customer, opened from a link in their messages with no password. They see the status, the estimate, the photos, the damage, the readings and their invoices. It comes with every plan.
Card payment on a terminalFrom Growth
Charge a job card's invoice on your card machine from the staff app. The amount goes to the terminal and the customer taps or inserts the card. An approved payment is registered on the invoice by itself, even if the app was closed.
Invoices from approved work, part invoices and deliver only when paidEvery plan
Bill exactly the work the customer approved, in one invoice or in parts, with the taxes already on each line. Invoiced lines are locked, and a branch can choose to hand cars back only once the bill is paid.
Fleet accounts on monthly creditFrom Scale
Taxi firms, leasing companies and delivery fleets get an account with a credit limit and their own approvers. Every job card carries a purchase order number. Their job cards are delivered without an invoice. They are billed once a month in one invoice with a section per job card, with a printed statement.
Want to see it on your own job cards? Book a demo and we walk you through it with your workshop's work.