Product Reference

Full Feature Overview

Every user-facing feature in the SIMPLIFIX™ for Auto Repair platform, grouped by area. One-line description of what each feature is for.

87 features
13 categories
3 major integrations

Invoicing & Estimates

Quoting, work orders, invoicing, discounts, and how items are priced on customer-facing paperwork.

Estimates

Create and manage price quotes before work starts.

Multiple Jobs / Sub Estimates

Group multiple jobs onto one estimate so the customer can approve or reject each sub-estimate on its own.

Work Orders

Convert estimates into approved orders once the customer signs off.

Invoices

Final billing with labor, parts, fees, and taxes ready to collect on.

Fleet Billing Accounts

Roll completed work for fleet customers into a single monthly invoice instead of billing per visit.

Invoice Items

Line items for labor, parts, and misc charges with rate, quantity, and unit of measure.

Item Options

Reusable service packages that drop pre-configured items onto an invoice fast.

Dual Pricing

Show cash vs. card price so the customer sees the non-cash rate clearly.

Invoice Discounts

Apply a percentage or fixed discount to a whole invoice or single line.

Approval Workflow

Approve or reject invoice jobs internally before releasing to the customer.

Payment Link

Email the customer a shareable link they can pay themselves without staff involvement.

Part Number Visibility

Toggle whether part numbers are shown on customer-facing invoices.

Customers & Vehicles

The customer and vehicle records that everything else attaches to.

Customers

Central customer profile with addresses and multiple contacts.

Customer Contacts

Multiple phone numbers, emails, and roles per customer for communication.

Customer Notes

Internal-only notes shop staff use to track history and preferences.

Vehicles

Track vehicles by VIN, plate, year/make/model, and mileage under each customer.

Vehicle Fluids & History

Log fluid levels and maintenance events tied to a vehicle over time.

Full Database Import

Migrate from your previous shop management system with customers, jobs, invoices, and notes preserved.

Appointments & Scheduling

Getting work onto the calendar and onto the right technician’s plate.

Appointments

Schedule jobs with date, time, technician, and job notes.

Calendar Views

Month, week, and day views for planning workload at different horizons.

Appointment Reminders

Auto-send email and SMS reminders at 48-hour, 24-hour, and 30-minute marks.

Technician Assignment

Assign jobs to a specific performer and filter the calendar by technician.

Service Bays

Manage bay availability so two jobs don’t get scheduled into one lift.

Digital Inspections

Structured vehicle inspection workflow techs run from a tablet on the shop floor.

Vehicle Inspections

Full inspection workflow that records condition assessments per vehicle.

Inspection Templates

Reusable checklists so every tech runs the same inspection the same way.

Multi-Section Forms

Organize inspections into sections with pass/fail, photos, and notes per item.

Inspection Photos

Attach images to findings so the customer sees exactly what the tech saw.

Inspection Review

Manager reviews inspections before they go out to the customer.

Digital Signatures

Collect a customer signature on the completed inspection.

Kiosk & PIN Mode

Full-screen tech-only mode with PIN entry so anyone on the floor can run inspections.

Payments & Settlement

Taking money in, applying it to invoices, and reconciling settlement.

Payment Application

Apply a payment (partial or full) against one or more open invoices.

Card Processing

Accept credit cards via Dejavoo terminals and card-on-file.

Payment Methods

Record cash, check, card, write-off, and other tender types on each payment.

Reconciliation

Match individual payments back to the settlement batch that funded.

Card Settlement Reports

See batches with status and totals to reconcile against the deposit.

Reporting & Analytics

The numbers the shop owner and bookkeeper look at daily, weekly, and monthly.

Daily Transactions

Today’s payments summarized by tender type and total.

Daily Activity

Full activity log for a chosen date, invoices created, paid, and edited.

Paid Invoices

All invoices paid inside a date window for a revenue snapshot.

Unpaid Invoices

Outstanding balances that still need to be collected.

Aging / A/R

Overdue balances in 30/60/90+ buckets so collections can prioritize.

Gross Profit

Profitability by paid invoice, parts cost vs. sale price plus labor.

Customer List

Exportable customer directory for marketing or bookkeeping.

Items Report

Breakdown of line items by category so owners see what’s selling.

Technician Billed Time

Hours billed and revenue produced per performer for payroll and productivity.

Card Reports

Detail on card transactions, refunds, and settlement activity.

Global Search

Search across invoices, customers, vehicles, payments, and parts from one bar.

Business Configuration

Shop-level settings that shape how every invoice looks and prices out.

Sales Tax Rates

Multiple tax rates with effective dates for jurisdiction changes.

Non-Cash Rate

Set the card-processing fee shown to customers on dual-priced invoices.

Invoice Fees

Shop supplies, hazmat, or other configurable fees applied per invoice.

Default Pricing

Default labor rates and pricing rules used when creating new invoices.

Invoice Branding

Custom logo and header on invoice and estimate PDFs.

Invoice Disclaimer

Terms and conditions text printed on every invoice.

Estimate Disclaimer

Separate legal and terms text specific to estimates.

Warranty Text

Warranty language attached to work sold to the customer.

Users & Roles

Who can log in and what they can do inside the app.

Users

Create, edit, and deactivate shop staff accounts.

Roles

Owner, manager, tech, service writer, and bookkeeper, each with a permission set.

Permissions

Role-based access control that gates individual features per user.

User Preferences

Personal settings each user configures for their own login.

Bookkeeper Invites

Invite an outside bookkeeper with an email link to a scoped-down account.

Subscription & Billing

SIMPLIFIX™’s own billing, plan selection, monthly charges, and cancellations.

Subscription Plans

Tiered pricing (Essentials, Pro, Elite) with feature sets per tier.

Monthly Billing

Recurring auto-charge on the merchant’s payment method each cycle.

Plan Changes

Upgrade or downgrade with a chosen effective date.

Website Add-on

Optional shop website bundled onto the subscription.

Subscription Payment

Dejavoo-powered payment method on file for the SIMPLIFIX™ subscription itself.

Billing History

List of past charges with status for the merchant to review or dispute.

Cancellation

Cancel with access retained through end-of-cycle.

Admin & System

Cross-tenant and platform-level controls used by SIMPLIFIX™ staff and resellers.

Role-Based Dashboards

Different home screens for Super Admin, ISO, and Merchant users.

ISOs

Manage Independent Sales Organizations (reseller partners).

Merchants

Manage shop accounts and their users from the admin side.

Subscription Keys

License and subscription keys used for multi-tenant provisioning.

System Configuration

Global feature flags and system-wide settings toggle here.

End-User Agreement

Terms-of-service acceptance flow on first login.

Password Reset

Self-service password recovery over email.

Onboarding & Setup

Guided flow for new shops covering account, plan, and integration setup.

Customer-Facing Portal

Public pages the shop’s customer sees, no login, links delivered by email or SMS.

Customer Invoice View

Public link where the customer sees their invoice detail online.

Customer Payment Link

Standalone page where the customer can pay their invoice by card.

Customer Inspection View

Public view of a completed inspection including photos and recommendations.

Invoice PDF Download

Customer can download their invoice as a PDF for records.

Workflow & UX

Cross-cutting quality-of-life features that make the app usable in a real shop.

Invoice Classification

Status lifecycle: estimate, order, invoice, semi-paid, and paid.

Performer Management

List of technicians and labor performers assignable to jobs and reports.

Unsaved-Changes Guard

Prompt before navigating away with pending edits so nothing is lost.

Kiosk Mode

Full-screen mode intended for a shared shop-floor tablet.

PIN Authentication

Quick tech access via PIN inside kiosk mode without full logout and login.

Parts Sync

Real-time sync of parts pricing and stock with the parts vendor.

CRM Add-On (Optional)

Optional GoHighLevel-backed add-on. Any subscription plan can turn it on for a flat monthly fee. Each merchant gets their own sub-account, phone number, and sending domain.

Two-Way SMS

Text customers back and forth from a dedicated shop number for appointment coordination, follow-ups, and quick questions.

Email Campaigns

Send marketing and re-engagement blasts from the shop’s own sending subdomain, service reminders, seasonal promos, and past-customer winbacks.

Online Scheduling

Public booking page where customers self-schedule appointments. Bookings sync into the SIMPLIFIX™ calendar automatically.

Integrations

Connected to the Tools Shops Rely On

External systems SIMPLIFIX™ connects to. Each integration powers one or more features above.

Dejavoo

Credit card processing, terminal integration, payment links, and SIMPLIFIX™ subscription billing.

QuickBooks Online

Accounting sync, invoices, payments, customers, and chart-of-accounts mapping into Intuit.

PartsTech

Parts catalog lookup, ordering, and price/availability sync for the invoice line-item flow.

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