Daftra Academy

Daftra for Car Maintenance Centres

See how a car maintenance centre runs its work in Daftra: customers and their cars, maintenance orders and inspection forms, insurance companies, spare parts and inventory, and reports.

Duration
1 hour
Video content
Instructors
Daftra Academy
Daftra Education Team

About this course

This course shows how Daftra is used to manage a car maintenance centre, through a detailed recorded session and a short summary of it.

The sessions cover:

  • Enabling the apps you need from "Settings", including sales, commissions, insurance, inventory, workflows and payroll.
  • Inventory, "Warehouses" and branches, and users with permissions for technicians and staff.
  • Suppliers, insurance companies with their categories and percentages, and customers with their cars.
  • Maintenance orders, the vehicle inspection form and converting it to an invoice, and working out the profit of each maintenance order.
  • Sales, purchases, "General Accounts", maintenance, customer and inventory reports.

You can start with the summary for a quick picture, then return to the detailed session to follow each step.

What you will learn

  • Enable the apps a maintenance centre needs from "Manage Apps"
  • Add customers and register more than one car per customer
  • Define insurance companies, their categories and percentages, and follow their invoices
  • Create a maintenance order for a car and add an inspection form handled by a technician
  • Record purchase and sales invoices on a maintenance order to see its profit
  • Track spare parts in inventory with low-stock alerts
  • Read maintenance, sales, purchases and "General Accounts" reports

Who this is for

  • Owners and managers of car maintenance centres
  • Service advisers and technician supervisors
  • Accountants working in maintenance centres

Before you start

  • An active Daftra account
  • Access to "Settings" to enable apps

Course content

2 lessons • 1 hour 2 minutes

  1. 1Course lessons
    • Managing a car maintenance centre in Daftra: full walkthrough52 minutes
    • Daftra for car maintenance centres: summary10 minutes

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FAQ

What language are the videos in? Are translations available?

The videos are in Arabic. Every lesson has an English transcript and English captions.

Should I start with the detailed session or the summary?

The summary (about 10 minutes) gives a quick picture of the system. The detailed session (about 51 minutes) walks through setup, maintenance orders and reports step by step.

Which apps should I enable before I start?

The detailed session names the main ones: Sales, Sales Targets, Commissions, Insurance, Inventory Management, General Accounts, Workflows, Customers, Employees, Payroll, SMS, and Branches if you have more than one. Enable them from "Settings" then "Manage Apps", then click "Save".

How do I see what an insurance company has covered?

Open the company from insurance agents management; its "Invoices" section lists every invoice the company has covered.

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