Salespro is software created for an automobile showroom. Now it is working with the 8th and updated version of CRM. It is a complete showroom management software that deals with the pickup call, driver assign, and vehicle service of a customer.It is a extended version of Sales PRO V8 with capture the images of vehicle or uplaod vechicle images along with details. And also, it is a reminder software, i.e., reminds the vehicle service and vehicle insurance..
Product Modules
DASHBOARD
The Dashboard in Sales Pro Extended provides a real-time, 360° view of your business, displaying live data for leads, enquiries, vehicle status, services, pickups, and payments. It visualizes sales and service pipelines, tracks team performance, and integrates WhatsApp communications to monitor messages, campaigns, and responses. Customizable widgets and analytics allow filtering by date, customer, vehicle, or staff, while reports can be exported for management review. By consolidating all critical operations in one place, the dashboard enhances decision-making, improves team accountability, streamlines workflows, and reduces manual tracking errors.
PICK-UP CALL
The Pickup Module in Sales Pro Extended streamlines the scheduling, tracking, and management of vehicle or item pickups. It allows staff to create pickup requests, assign them to drivers automatically, and monitor real-time status from Pending to Completed. Customers receive instant WhatsApp notifications for scheduling, updates, and completion, while staff can attach item details, photos, and generate pickup slips. Integrated with Job Card, Vehicle Entry, and Service modules, it ensures accurate tracking, timely pickups, and improved operational efficiency.
VEHICLE ENTRY
The Vehicle Entry Module in Sales Pro Extended enables quick and organized registration of vehicles, capturing details like registration number, model, customer information, and entry time. It links vehicles to existing customer accounts or creates new ones automatically, generates unique Vehicle Entry Numbers, and integrates with Job Card and Service modules for seamless workflow. Staff can attach photos and documents, track vehicle status in real-time, and send WhatsApp notifications to customers about check-in, service start, or completion, ensuring transparency, efficiency, and enhanced customer experience.
JOBCARD CREATION
The Job Card module in Sales Pro is a comprehensive digital tool designed to manage every stage of a vehicle’s service process, from customer entry to final delivery. It automatically generates a unique job number and records complete details such as customer information, vehicle data, service advisor, and date of entry. The module allows service advisors to log customer complaints, technician inspections, and recommended works, while enabling job allocation to specific technicians for real-time progress tracking. Spare parts and labour charges can be added directly to the job card, automatically updating inventory and estimation costs. Integrated WhatsApp approval ensures customer transparency before proceeding with repairs. The system tracks every job status—pending, in progress, completed, or delivered—and captures technician remarks, signatures, and test drive notes. Once the work is finished, the job card seamlessly converts into an invoice, linking all parts and labour charges for accurate billing. It also supports various reports like technician performance, daily job summaries, and complete vehicle service history. Fully connected with estimation, billing, stock, and transaction modules, the Job Card system in Sales Pro enhances workshop efficiency, ensures accountability, simplifies operations, and delivers a transparent, paperless experience for both customers and service teams.
TECHNICAL & SERVICE ASSIGNMENT
The Technician & Service Form Module in Sales Pro Extended allows seamless management of service jobs by assigning tasks to technicians based on availability and skill. Each service form captures vehicle and customer details, complaint description, technician diagnosis, spare parts used, labour charges, and remarks. Technicians can attach photos and update job progress in real-time, while customers receive WhatsApp notifications for service start, updates, and completion. Integrated with Job Card, Vehicle Entry, Billing, and Inventory modules, it ensures accurate record-keeping, efficient workflow, and improved customer satisfaction.
ESTIMATE
The Estimate module in Sales Pro is a powerful feature designed to create accurate and professional service cost predictions before any repair or maintenance work begins. It allows service advisors to prepare detailed cost estimations that include customer details, vehicle information, service type, and a complete breakdown of required spare parts and labour charges. The module automatically fetches part prices from the inventory and labour rates from the database to ensure consistency and accuracy, while allowing customization for discounts, taxes, or additional charges. Customers can receive the estimate through WhatsApp or email for quick approval, promoting transparency and trust. Once approved, the estimate can be instantly converted into a job card without re-entering data, saving time and avoiding errors. Each estimate is stored for future reference, making it easy to compare, track, and analyze service costs. Integrated with the job card, billing, and stock modules, the Estimate system ensures smooth workflow from customer inquiry to final invoice. Overall, the Sales Pro Estimate module helps workshops improve professionalism, eliminate pricing disputes, and enhance customer satisfaction through clear, upfront communication and seamless digital management.
INVOICES
The Invoice module in Sales Pro is a fully automated and integrated billing system that generates accurate, professional invoices directly from completed job cards. It includes all essential details such as customer name, contact information, vehicle details, service type, job number, and a comprehensive list of spare parts and labour charges used during the service. The module automatically applies taxes like GST, calculates discounts, and updates totals without manual entry errors. It supports multiple payment modes including cash, card, UPI, and online transfers, with an option to share the invoice and payment link directly through WhatsApp for quick settlements. Once payment is received, the transaction is instantly recorded in the accounts and stock modules, ensuring complete financial and inventory synchronization. Invoices can be printed or exported as PDFs with professional formatting, company logo, and signature space for both customer and service advisor. The system also maintains a detailed billing history, allowing users to track pending payments, generate daily and monthly reports, and analyze revenue performance. Overall, the Invoice module in Sales Pro simplifies billing operations, improves accuracy, strengthens transparency, and ensures a smooth, paperless financial workflow for vehicle service businesses
TEST DRIVE & FINANCIAL REPORT
The Test Drive and Financial Report modules in Sales Pro work together to ensure complete quality control and financial transparency within a vehicle service business. The Test Drive module verifies the performance and reliability of every serviced vehicle before delivery, allowing technicians or service advisors to record detailed observations on vehicle behavior, performance, and complaint resolution. It supports digital signatures for accountability and automatically links the feedback to the respective job card, ensuring no vehicle is released without proper testing and approval. Meanwhile, the Financial Report module provides a comprehensive, real-time overview of the workshop’s financial activities by compiling data from invoices, payments, job cards, and stock transactions. It generates detailed reports on daily revenue, expenses, outstanding payments, GST, and profit margins, enabling easy tracking and analysis of financial performance. Together, these modules enhance service quality, operational accuracy, and business profitability—ensuring that every vehicle is thoroughly tested, every transaction is accurately recorded, and every decision is backed by reliable data within the Sales Pro system.
SERVICE REMINDER
smart automation feature designed to help workshops maintain strong customer relationships and ensure timely service follow-ups. It automatically tracks each vehicle’s last service date, mileage, and next due date, then sends personalized reminders to customers through WhatsApp, SMS, or email before the next service is due. The system allows customization of reminder schedules—such as 7 days, 15 days, or 30 days before the due date—and includes details like vehicle number, service type, and workshop contact information. It can also be used to remind customers about pending payments, AMC renewals, or warranty expirations. Each reminder is logged in the system, providing staff with a clear view of upcoming and overdue services. By automating the follow-up process, the Service Reminder module reduces missed appointments, increases repeat business, and enhances customer satisfaction through proactive communication. Seamlessly integrated with the job card and billing modules, it ensures that every customer receives timely service updates and that workshops maintain consistent engagement and revenue flow.
SPARE PARTS MANAGEMENT
The Spare Parts Management module in Sales Pro is a comprehensive inventory control system that efficiently tracks, manages, and optimizes all spare parts and accessories used in the workshop. It maintains detailed records of every item, including part name, brand, part number, purchase rate, selling rate, supplier details, and current stock quantity. The module automatically updates stock levels when parts are added during purchase or deducted when issued to job cards or invoices, ensuring real-time inventory accuracy. It also supports low-stock alerts, reorder levels, and supplier purchase history, helping the management avoid stock shortages or over-purchasing. Barcode and search functionality enable quick identification and billing of parts, reducing time and errors during service operations. Integration with the estimation, job card, and billing modules ensures that every part used is accurately costed, billed, and recorded in financial reports. The system also provides detailed reports on stock movement, purchase and sales summaries, and profit margins, enabling better planning and cost control. Overall, the Spare Parts Management module in Sales Pro ensures smooth workflow, precise inventory tracking, faster billing, and improved profitability for automobile workshops and service centers.
HR MANAGEMENT
The HR Management Module in Sales Pro Extended streamlines employee management by maintaining staff profiles, attendance, leaves, and work schedules. It allows assigning roles and responsibilities, tracking performance, and monitoring task completion across departments. Integrated with Task Reminders, Vehicle Entry, Service, and Payroll modules, it ensures accurate attendance records, timely notifications, and performance analytics. By automating HR workflows, the system improves staff accountability, enhances operational efficiency, and provides management with actionable insights for better workforce management.
ACCOUNTS MANAGEMENT
The Account Management module in Sales Pro is a fully integrated financial control system that streamlines all accounting operations within the workshop. It automatically records every transaction generated from invoices, purchases, payments, and expenses, ensuring complete financial accuracy without manual bookkeeping. The module allows you to manage customer and supplier accounts, track credits, debits, and outstanding balances, and generate detailed payment histories. It supports multiple payment modes—cash, card, UPI, bank transfer—and automatically updates each in the respective ledger. Users can create and manage expense categories, record daily income and expenditure, and monitor overall cash flow in real time. The system also provides comprehensive financial statements such as profit and loss reports, balance sheets, daily cash reports, and GST summaries for tax compliance and business analysis. Integrated tightly with billing, estimation, and stock modules, it ensures that every service and sale is accurately reflected in the company’s accounts. With automated calculations, easy report generation, and clear financial visibility, the Account Management module in Sales Pro helps business owners maintain transparency, improve financial planning, and make data-driven decisions to maximize profitability.
USER MANAGEMENT
The User Management module in Sales Pro is a powerful administrative feature that enables secure and efficient control over user access, roles, and permissions within the system. It allows the administrator to create and manage multiple user accounts for service advisors, technicians, accountants, and managers, each with customized access levels based on their job responsibilities. Through detailed role-based permissions, the module ensures that users can only view or modify data relevant to their role—protecting sensitive business information and preventing unauthorized changes. It tracks user activities such as logins, job card updates, invoice generation, and report access, maintaining a full audit trail for accountability. The system also supports password management, user status control (active/inactive), and real-time monitoring of user performance and productivity. Integrated with modules like Job Card, Billing, Estimation, and Reports, it ensures smooth collaboration while maintaining data security and transparency. Overall, the User Management module in Sales Pro enhances operational control, strengthens data protection, and promotes efficient teamwork by providing a structured, role-driven environment for every staff member in the workshop.
WHATSAPP INTEGRATION
The WhatsApp Integration module in Sales Pro is an advanced communication feature that seamlessly connects the workshop with customers through automated and instant WhatsApp messaging. It allows users to send important updates such as job card details, service estimates, invoices, payment links, and service reminders directly from the system with just one click. Customers can review, approve, or respond to service quotations in real time, ensuring faster decision-making and improved transparency. The module supports both individual and bulk messaging, enabling the business to send promotional offers, service reminders, and follow-ups efficiently. Every message sent is automatically recorded in the customer’s communication history for easy reference. Integrated with key modules like Job Card, Estimation, Billing, and Reminder, it eliminates the need for manual communication and enhances customer engagement through personalized and professional messages. With features like message templates, document sharing (PDF, images, receipts), and instant delivery tracking, the WhatsApp Integration module in Sales Pro improves communication speed, customer satisfaction, and operational productivity, while projecting a modern, tech-driven image for the workshop.
