Who can see what a part cost you
Role decides what somebody can do. Money visibility decides what they see — and it is four separate switches, not one.
Owner · Manager · checked 2026-09-15
Money
Pricing, invoices, what you get paid, and who in the shop can see what a part cost.
Taking card payments
Text a customer a pay link; they pay the invoice by card on Stripe's page and the payment lands on the order by itself.
Owner · Service advisor · checked 2026-10-06
How much your people can take off, and asking when it is more
Set a dollar and a percent ceiling per role. Under it the discount applies at once; over it nothing comes off the ticket until somebody with the key says yes.
Owner · Manager · Service advisor · checked 2026-10-06
Coupons: named discounts with a code
Set up a coupon once with a name, a code, dates and what it takes off, then apply it from the order in one step. It still goes through your discount limits.
Owner · Manager · Service advisor · checked 2026-10-06
Giving a customer or a fleet their own price
A standing discount and a labor rate of their own, set once on the customer record, so every new order for that account starts at the price you agreed.
Owner · Manager · Service advisor · checked 2026-10-06
The cash drawer, its float and the Z-report
Open the till with a counted float, record cash moving in or out, close against the expected amount, and read the frozen Z-report.
Owner · Manager · Service advisor · Front desk · checked 2026-09-11
Recurring invoice drafts
Schedule repeat work as a repair-order draft without issuing an invoice or contacting the customer.
Owner · Manager · Service advisor · checked 2026-09-15
Doing one for nothing, and knowing what it cost you
Issue an invoice at zero for a warranty redo, a comeback or a goodwill job. The customer is billed nothing; the shop's cost stays in the numbers.
Owner · Manager · checked 2026-09-25
A receipt for the quart of oil
A counter sale gets a read-only receipt at its own link — no login, no expiry, and revoking is the only thing that ends it.
Owner · Manager · Service advisor · Front desk · checked 2026-09-25
One cheque against a stack of invoices
Enter a payment once — a fleet's cheque or a customer settling several invoices — and let it run down the open invoices oldest first, or direct an exact figure at particular ones.
Owner · Manager · Service advisor · checked 2026-09-29
Voiding an invoice and issuing it again
Withdraw an invoice without erasing its history, then issue one linked replacement from the order as it stands now.
Owner · Manager · checked 2026-09-25
Sending a statement
A dated, numbered document of what an account owes, frozen the moment it is issued. Any customer, not just fleets.
Owner · Manager · Service advisor · checked 2026-09-29
Fighting a chargeback, and what you were missing
Assemble everything on file about a disputed charge into one frozen packet you can print — and get told, in writing, what was not there.
Owner · Manager · Service advisor · checked 2026-08-23
What a job actually made
Parts and labour cost against what you sold, job by job on the ticket — and a plain refusal, never a zero, when a cost is not on file.
Owner · Manager · checked 2026-09-25
Flat rate, hybrid, and two techs on one job
Pay the clock, pay the book, or pay the better of the two — and decide how a job shared between technicians divides.
Owner · Manager · checked 2026-09-25
What is not here
Two different kinds of missing, and they are worth telling apart. One is a feature that does not exist, which no amount of writing would fix. The other is a feature that ships and that we have not documented, which is our backlog and nobody else’s problem to excuse.
- Card readers at the counterNot built
- Card payments through Torqix are text-to-pay only: a pay link the customer opens on a phone. Tapping, inserting or swiping a card on a counter reader needs card-reader hardware and is not built, so those are still recorded as Card from an outside terminal. Refunding a card payment happens in the shop's Stripe dashboard and is recorded on the invoice by hand.
- Requesting and applying depositsNot written
- Percentage and fixed deposit requests ship, the money is recorded as taken on an outside terminal, and the next invoice absorbs it automatically. The article must say two things out loud: Torqix does not process the payment itself, and nobody chooses which invoice a deposit lands on.
- Paying online from an estimateNot built
- The customer portal approves work but cannot take live money. A test-only invoice payment link proves the processor workflow against test rows; it does not accept payment on an estimate, support a deposit request or move real money.
- Connecting QuickBooks OnlineNot built
- The raw-REST engine, exact-cent mapper, per-document reconciliation, manual retry, hourly drain and signed browser-bound authorisation flow ship and are tested. Torqix's platform owner still has to register the Intuit app and install its client id and secret; then each shop authorizes its own QuickBooks company. Until the platform item is complete the accounting screen offers no dead Connect button, and the books export remains the working way out.
- Syncing to XeroNot built
- The accounting engine speaks QuickBooks Online only. Xero has no transport, authorisation flow or mapping layer; the books export remains the way out.
- Your bill, your plan, and cancellingNot written
- Owners can review the subscription, record or reverse a cancellation, and see the displayed last day and read-only grace date. The scheduled clock and most write gates ship, but ticket actions remain outside the read-only boundary and there is still no subscription payment provider; the reachable workflow needs its own full article.