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Automotive Trades Software
Both BGOffice and Felix Accounts have a user-selectable option designed for the automotive trade.

Selecting this option enables the vehicle management features. These powerful features allow for vehicle information to be captured as services are provided to customers. It allows for easy access to full service history for both vehicles and customers.

It also includes a reminder system for recurring events such as WOF/COF renewals.

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Vehicle Master File
Vehicle records are held in a separate data table. The master file displays a line for each vehicle in the file.
Powerful search facilities, including wild card options, allow any vehicle to be located easily.
This screen allows access to the service records, the diary, and alows the setting of reminders into the diary.
Double clicking on the vehicle opens the vehicle master record.



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Vehicle Master Record
The vehicle master record shows detailed information on the vehicle.
Reminders can be set and the full service history can be displayed instantly with a single button click.
There is also a notes facility attached to each vehicle record.


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Service Reminder
The service reminder creates a short note against a selected date in the diary.
Short cut buttons allow automatic date calculation based on adding a selected number of months to the current date..


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Service Records File
All service records are maintained in their own data file and can be searched by registration number.
Double clicking on any record will open the service transaction record.


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Service Transaction Record
The service transaction record displays detailed information recorded at the time that the service was done. The service details are updated from the invoice raised for the service supplied.
Note that the invoice for the service is raised against a customer account but the owner details may differ from the customer details as might happen, for example, in trade servicing.

A vehicle can change owners and may be associated with different customer accounts over time.

Holding the vehicle records against the registration number allows instant access to the full service history no matter which customer or owner was attached to the service at the time it was supplied.


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Enabling Vehicle Option in BGOffice or Felix Accounts
The Automotive Trades system is an inbuilt feature of the BGOffice and Felix accounts. It can be enabled (or turned off) from the Program Settings control panel in the software.

And, the option is free for BGOffice and Felix users!
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Click here to download Felix Accounts
. Download Felix





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