Bay
The number it owns
Billed lines without approval
Connects to
- Google Sheets
- QuickBooks
- Gmail
- Slack
- browser
What it never does
- Average the catalog cost with what the supplier invoiced
- Call every return visit a comeback
- Change anything while it answers a question
In the box
/onboardThe setup interview. It reads what it can before it asks anything, then puts the whole answerable frontier to the owner in one round with a recommendation against each question./ro-intakeReads the day's repair orders out of the shop system and lands them in the register as rows every other skill can trust./approval-auditThe product. Per billed line, which record authorised it, how strong that record is, and whether the record covers what was billed./ro-reconcileThree systems hold a version of what a repair order was worth, and on a normal week two of them are wrong about at least one job./parts-marginMargin per repair order on what the supplier actually invoiced./labour-checkBilled hours against book time, and the two failures that look identical on a report and need opposite fixes: a job billed over the book, and a job the shop did and never billed./comeback-traceA return visit is not a comeback./declined-followupDeclined work is the shop's best lead source./explainFor the conversation that starts with where did that number come from.
Routines
| Routine | When |
|---|---|
| End of day repair order reconciliation | Every weekday at 18:45 |
| Open repair order guard | Daily at 11:30, including Saturdays, Sundays and public holidays |
| Declined work follow-up drafting | Tuesday, Wednesday and Thursday at 09:15 |
| Weekly parts margin and comeback report | Mondays at 07:30 |
| Monthly margin verification and matrix review | The 6th at 08:00, or the next business day |
