In this section, you will learn more about how to set up your auto repair company in the ARI profile. This is an important step of the process as many of the settings here will actually affect the way your invoices look.
Navigate to the Profile page.
Company Details: Here you can upload your company’s logo, your signature, as well as your contact details and address. These will all show up on your invoices
Labor Rates: You can pre-define 4 types of labor rates which you’ll be able to select when building your invoices
Parts Markup: This is useful when you keep your own stock inventory and want to calculate the sale price automatically based on the part’s cost and markup
Tax Setup: You can edit the names, values, and availability of 3 different types of taxes. You can also choose to make your Parts and/or Labor taxable by default or not.
Payment and Disclosure: Here you can add your bank account info and other notes and disclosures. They will be visible at the bottom of your invoices
Employees: If you’re working with a team, then add them to this section. You can then later on log in Salary expenses for each of your team members
Vendors: Add the suppliers and vendors you work with. You can then select them when creating Purchases or Expenses in your Accounting section of ARI
Quick Notes: Useful when you need to take a note for yourself without having to leave the app. These notes are visible only for you.
Discount Coupons: Supercharge your sales with a discount campaign. Offer your clients coupons which they can use with your services. ARI handles all the work for you, including sending the coupons to your client!
Labels: Here you can manage your labels. They can be attached to any vehicle, client or Invoice for easy tracking.
User Roles: Do you want to allow access to other members of your team? You can set up specific access rules for each role and then attach that role to a user.
Users: Users will get their own passcode and will be able to access only the parts of the app you allow them to via their Roles.
Video Guide for the Profile Setup