Features Built for Repair Shops

Everything stays connected in one clear place with tools built around repair-shop work. Start fresh or import your existing data, then find what you need and understand how it fits together.

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Estimate to InvoiceOne Connected Workflow

CustomerContact details

ServiceParts and labor

StatusReady to send

Shared Core Features

Powerful tools that work across repair estimates, invoices, and payments, ensuring every document stays professional and on-brand.

All the Documents You Need

Create as many repair estimates, invoices, and payments as your shop needs. Generous limits that grow with you.

Simple Conversions

Convert documents from one type to another with just a few clicks. All details carry over automatically.

Digital Signature

Share repair estimates via link or QR code and get customer approval in seconds. No printing necessary.

Business Logo

Upload your logo to brand every document. Keep repair estimates and invoices instantly recognizable.

Customizable Templates

Tailor your documents with your own branding and signature preferences.

Flexible Options

Adjust Terms & Conditions and signature requirements to suit your business needs.

Repair Estimates

Make every repair estimate count. Professional layouts, transparent pricing and labor details, and simple approvals make it easy for customers to say yes.

Tax Made Simple

Apply your global tax rate to all repair estimates automatically. Save time and reduce errors with calculations that are always accurate.

Flexible Discounts

Easily apply fixed-rate or percentage discounts to your repair estimates. Keep your pricing clear, consistent, and customer-ready.

Duplicate Estimates

Reuse an existing repair estimate in just a few clicks. Perfect for common repairs like screen replacements.

Custom Notes

Include extra details unique to each customer or repair. Keep communication transparent from payment terms to special instructions.

Internal Team Notes

Leave private comments or reminders visible only to your team. Keep everyone aligned without cluttering customer-facing documents.

Expiration Date

Set clear deadlines for approvals right inside your repair estimates. Avoid outdated pricing and keep negotiations on track.

Invoices

Send invoices that are clear, accurate, and easy for customers to follow. With built-in tracking and room for your payment instructions, you'll spend less time chasing payments and more time fixing devices.

Track Invoice Status

See at a glance which invoices are viewed, paid, or overdue. Stay organized and always know where each customer stands.

Set Payment Deadlines

Assign clear due dates so customers know when payments are expected. Reduce confusion and keep everyone on track.

Flexible Payment ChoicesComing Soon

Share clear payment instructions for bank transfers, cash, or digital wallets while direct payment processing remains on the roadmap.

Accept Split Payments

Collect deposits or partial payments while keeping invoice totals clear. Track remaining balances effortlessly.

Late Payment ManagementComing Soon

Apply late fees automatically to overdue invoices. Encourage on-time payments and reduce project delays.

Invoice History Log

Keep a detailed log of all invoice edits and updates. Easily reference past versions maintaining transparency.

Payments

Manage every dollar with confidence. Track payment history for each repair, apply taxes automatically, and issue refunds seamlessly.

Simple Tax Handling

Easily split taxes the way your business needs. Apply one rate or multiple without the fuss.

Partial Payments

Let customers pay in installments that match the pace of the repair. Track remaining balances with clarity.

Refund Management

Issue full or partial refunds in just a few clicks. Keep both your books and your customers satisfied.

Payment History

Maintain crystal-clear records of all customer payments. Keep audits, reconciliations, and bookkeeping stress-free.

Customers

Keep every customer's details in one place. From contact info and device history to repair timelines, you'll always have the full picture at a glance.

Multiple Contacts

Keep all customer contacts organized in one place for smoother communication. Ensure updates always reach the right people.

Tax Exempt Status

Apply tax exemption to a customer once and it automatically applies to all future documents. Save time and reduce manual errors.

Notes

Add relevant updates for your team and customers. Keep communication clear and up-to-date.

Payment TermsComing Soon

Set custom payment schedules such as net 15 or net 30 for each customer. Keep billing predictable and tailored.

Timeline View

See every customer interaction in one organized feed. From estimates to payments, the timeline makes history clear.

Users & Permissions

Manage technicians and front-desk staff with ease. Control who can create estimates, record payments, and access reports.

Roles & Permissions

Assign custom roles so every user sees only what they need. Keep sensitive data protected while empowering the right team members.

Invite & Remove Users

Bring new team members on board in just a few clicks, and remove access instantly when someone leaves.

Time Clock

Record shifts and hours automatically, cutting down on manual entry. Save time while keeping payroll and project cost tracking accurate.

Activity LogComing Soon

Keep accountability front and center with detailed records of additions, edits, and deletions. Know who did what and when.

Reports

Powerful reporting tools help you gain insight into your repair revenue, item sales, and operations so you can make confident business decisions.

Sales Tax Liability

Track collected sales tax across all invoices and payments. Stay compliant and ready for filing season.

Daily Sales Total

See your daily revenue at a glance. Spot trends and track business performance over time.

Sold Items

Review which inventory items have been sold and in what quantities. Keep your catalog data-driven.

User Time Clock

View detailed time clock reports for your team. Track hours worked and keep payroll accurate.

Outstanding Balances

See all unpaid invoices at a glance. Prioritize collections and keep cash flow healthy.

Aging Invoices

Track how long invoices have been outstanding. Identify overdue accounts before they become problems.

Invoice Status

Monitor invoice lifecycle from sent to viewed to paid. Know exactly where every invoice stands.

Estimate Conversion Rate

Measure how many estimates convert to invoices. Optimize your estimating process for better close rates.

Estimate Approval Time

Track how long customers take to approve estimates. Identify bottlenecks in your approval workflow.

Expired Estimates

Review estimates that passed their expiration date without conversion. Follow up or archive them.

Average Payment Time

See how quickly customers pay their invoices on average. Track trends to improve collections.

Customer Growth

Track new customer acquisition over time. Measure growth rate and seasonal patterns.

Document Volume

Monitor estimate and invoice creation volume. Understand business activity trends at a glance.

Customer Lifetime Value

See total revenue per customer over time. Identify your most valuable customers and reward loyalty.

Audit Trail

Review a complete log of system changes. Track who changed what and when for full accountability.

Website Forms

Receive contact and intake form submissions from your business website in YourBiz. Keep every inquiry organized so your team can review, follow up, and move work forward.

Website Form Submissions

Receive contact forms, intake forms, and estimate requests from your business website directly in YourBiz. Keep new requests in one place instead of juggling inboxes.

Submission Inbox

View every website form submission in one organized list. Review submitted details quickly and keep your team aligned on next steps.

Internal Notes

Add internal notes to submissions as your team reviews them. Keep context attached to the request without relying on separate messages.

Submission Statuses

Mark submissions as in progress, completed, or ignored so everyone knows what still needs attention.

Archive Submissions

Archive resolved or low-priority submissions to keep your active queue clean without losing the record.

Everything Included

Every plan comes with the full suite of features. No tiers, no upsells, no surprises.

Shared Core Features

All the Documents You Need
Simple Conversions
Digital Signature (E-Sign)
Business Logo
Customizable Template
Flexible Document Options

Repair Estimates

Tax Made Simple
Flexible Discounts
Duplicate Estimates
Custom Notes
Internal Team Notes
Expiration Date

Invoices

Track Invoice Status
Set Payment Deadlines
Flexible Payment ChoicesComing Soon
Accept Split Payments
Late Payment ManagementComing Soon
Invoice History Log

Payments

Simple Tax Handling
Partial Payments
Refund Management
Payment History

Customers

Multiple Contacts
Tax Exempt Status
Notes
Payment TermsComing Soon
Timeline View

Users & Permissions

Roles & Permissions
Invite & Remove Users
Time Clock
Activity LogComing Soon

Reports

Sales Tax Liability
Daily Sales Total
Sold Items
User Time Clock
Outstanding Balances
Aging Invoices
Invoice Status
Estimate Conversion Rate
Estimate Approval Time
Expired Estimates
Average Payment Time
Customer Growth
Document Volume
Customer Lifetime Value
Audit Trail

Website Forms

Website Form Submissions
Submission Inbox
Internal Notes
Submission Statuses
Archive Submissions

Frequently Asked Questions

Can't find what you're looking for? Send us a message.

Are There Limits on How Many Estimates or Invoices I Can Create?

Our plan is designed with generous limits that comfortably cover normal repair shop use. If your business grows beyond typical usage, we will work with you to accommodate your needs. You will always be notified well in advance.

Do Repair Estimates and Invoices Share the Same Professional Templates?

Yes. The same polished template applies across all your repair estimates and invoices, ensuring a consistent and professional look for your shop.

How Do I Collect Payments from Customers?

You're free to accept payments in whatever way works best for your shop: cash, card, Venmo, etc. While we don't currently process payments directly, you can include clear payment instructions on your invoices for customers to follow.

What If There Is a Feature YourBiz Doesn't Have That I Want?

If you'd like to request a new feature, simply log in and use the built-in support system to submit your request. We actively review feedback from repair shop owners to guide future improvements.

See YourBiz in Action

Explore a working repair shop with sample customers, estimates, invoices, payments, and more.

Explore the Demo

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Shared sample data included