Notably, the team came to rely on the SROs (Service Repair Order) feature to automate the process for creating customer profiles, creating work orders, generating invoices, and recording method of payment. Now, when customers come to pick up their repaired bicycles, no time is wasted by having to back track to the workshop to get an invoice. Once the work order is complete, an invoice is automatically created and awaits payment at the cash. By further adding QuickBooks accounting software to the mix, Fitz & Follwell can use Lightspeed to its full capability.
“Lightspeed has definitely helped establish a clean workflow for the workshop. Personally, I have recently come to rely on it for the retail side of operations. As we’re coming up to our busy season, it’s nice to be able to review last year’s sales figures to get a better idea of what inventory to stock up on. I can also track margins on items that were big sellers to make sure we turn the most profit,” explained Mayer.