Frequently Asked Question

1 - IN HOUSE AR ACCOUNT CLIENTS

Last Updated 8 months ago

When an (In House AR Account) client needs a vehicle serviced, they will call you or let you know when you stop by their facility for your monthly follow-up.
If you have arranged to pick up their vehicles for them, pick up the vehicle by Lyfting one of your staff to their location. If not they will just drop it off.
Build the estimate in Shopboss.
Email / call your authorizing person with the estimate.
Complete the job.
An in house account is any account that has Net30 terms set up internally. You can close the RO in Shopboss by making sure the mileage is correct, then hit the “Close RO” tab in the upper right hand corner of your screen.
Deliver the vehicle by having your staff member deliver the vehicle, Lyft them back to your shop. Or the client will come pick up their vehicle.
To help our accounting team, look at your “Accounts Receivable” report weekly to make sure your Net30 accounts are paying you.
To run this report, hit the AP/AR tab (lower / left hand corner) of your WIP.
Hit the receivable tab.
This will show all your Net30 account that still owes you money. If an account hits 35 days, look into where the check is from your client.