Yes, it reflects typical processes in the sector, adapted to each business during discovery.
Automotive Workshops
The data you should prepare and the systems to connect when implementing ERP for automotive workshops.




Automotive Workshops![]()
Talk to Us About Automotive Workshops
The data you should prepare and the systems to connect when implementing ERP for automotive workshops.
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Choosing software for automotive workshops? Platforms we implement include Zoho, Odoo, ERPNext, Microsoft Dynamics 365 or custom ERP. Read Zoho vs Odoo or the ERP implementation cost guide before you shortlist, and see how we support businesses in Arad and Busaiteen.

Data![]()
| Data object | Typical source | Migration check |
|---|---|---|
| Vehicles and customers | Spreadsheets or current system | Remove duplicates, confirm codes, reconcile counts |
| Job cards | Spreadsheets or current system | Remove duplicates, confirm codes, reconcile counts |
| Parts and suppliers | Spreadsheets or current system | Remove duplicates, confirm codes, reconcile counts |
| Technicians | Spreadsheets or current system | Remove duplicates, confirm codes, reconcile counts |
Integrations![]()
| Integration | Why it matters | Feasibility check |
|---|---|---|
| Parts catalogues | Avoids re-keying parts catalogues data | Confirm API, connector or file options for your versions |
| Accounting | Avoids re-keying accounting data | Confirm API, connector or file options for your versions |
| SMS or WhatsApp reminders | Avoids re-keying sms or whatsapp reminders data | Confirm API, connector or file options for your versions |
| Insurance workflows | Avoids re-keying insurance workflows data | Confirm API, connector or file options for your versions |
Processes![]()
| Process | What the system should do |
|---|---|
| Job cards and estimates | Create estimates and approve jobs |
| Parts and stock | Issue parts to jobs and reorder |
| Technician scheduling | Allocate bays and technicians |
| Invoicing and warranty | Bill jobs and track warranty work |
| Customer and vehicle history | Keep service history and reminders |
Data and Systems![]()
Job card and parts-to-job control come first.
Our Approach![]()
The same five stages apply to every platform, so you always know what comes next.
| Stage | What happens |
|---|---|
| 1. Discover | Workshops and process mapping with the people who do the work. We record what happens today, where it breaks and what must not change. |
| 2. Scope and propose | A written scope with modules, integrations, data to migrate, roles, assumptions and a phased plan, so cost and effort are visible before you commit. |
| 3. Configure and build | Set-up, workflows, approvals, reports and integrations built in a test environment and reviewed with your team in short cycles. |
| 4. Test and train | Scenario testing with your own data, role-based training and a go-live checklist agreed with the business owner. |
| 5. Go live and support | Cut-over planning, hyper-care after launch and an ongoing support arrangement for changes, users and reports. |
Cost![]()
A realistic budget covers more than licences. These are the components we scope with you.
| Cost component | What drives it | How to keep it in check |
|---|---|---|
| Licences or subscription | Number and type of users, applications or editions, and contract term | Match user types to real roles; start with the modules you need now |
| Implementation and configuration | Number of processes, approvals, reports and companies or branches | Fix scope in phases; reuse standard workflows before customising |
| Data migration | Volume and quality of customers, items, accounts and open balances | Clean data before loading; agree what history is truly needed |
| Integrations | Number of systems, API quality and real-time versus batch needs | Integrate the few that remove manual work first |
| Customisation | How far your process differs from the standard product | Challenge each change request; keep upgrades in mind |
| Training and change management | Users, roles and languages, plus the time your team can give | Train by role; appoint internal champions |
| Support and hosting | Service levels, hosting model, backups and who owns upgrades | Choose support hours that match trading hours |
We do not publish fixed prices because cost depends on scope. We provide a written estimate after a short discovery call.
Keep Exploring
FAQ![]()
Yes, it reflects typical processes in the sector, adapted to each business during discovery.
Local tax, labour and sector rules must be confirmed with your accountant, auditor or legal adviser. We configure the system to what they confirm.
Job cards and estimates; Parts and stock; Technician scheduling; Invoicing and warranty; Customer and vehicle history.
Paper job cards; Parts not charged to jobs; No service reminders.
Vehicles and customers; Job cards; Parts and suppliers; Technicians.
Parts catalogues; Accounting; SMS or WhatsApp reminders; Insurance workflows.
Job card and parts-to-job control come first.
Project Proposal![]()
Ready to Start With your project?
Share a few details about your business and we will come back with a practical proposal.
Request a Project Proposal
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Let’s Build a Smarter Business Together
Tell us about your processes and goals, and we will recommend the right ERP, CRM and automation approach.

