Tips & Tricks
Automan Tips & Tricks
Short, practical ways to speed up the shop's daily work: one problem, one tip, steps you can use right away — no full tutorial required.
All tips
- Tips
Back Up before Resets or Big Imports
Imports and resets change thousands of rows at once. Make a fresh backup plus a note of the reason before every big change to your shop's data.
- Tips
Deciding When Your Shop Needs Full Accounting
Lite reports cover the daily read of the business. Turn on accounting when an accountant, a bank, tax status, or period closing demands it — same system.
- Tips
Elastic Filters: Dissecting Repair Reports
Repair reports can be sliced from many angles: date range, customer, technician, parts usage. How to use elastic filters for quick audits and reviews.
- Tips
Limiting Manual Cashier Discounts
Unruled manual discounts erode margins in silence. Use permissions and structured promos so every discount has a reason and a clear trail.
- Tips
Quick-add Customers from the Repair Form
Add new customers straight from the repair form with phone-number dedup — no menu-hopping while the queue is building. Here's how it works.
- Tips
Quick-add Products from the Purchase Form
Part not in the master when the goods arrive? Add the product straight from the purchase form so stock lands without breaking the entry flow.
- Tips
Raising a Job's Priority without Breaking the Queue
Urgent repairs deserve to jump ahead — without wrecking the queue. Use the priority flag plus a written reason, not ad-hoc status shuffling.
- Tips
Read Due Receivables Every Morning
Receivables get collected late because collection relies on memory. Make the receivables report a morning routine — let the system do the remembering.
- Tips
Removing the "Powered by Automan" Label
Want your Store App fully under your own brand? The Powered by Automan label disappears automatically once the Resell Store App module is active.
- Tips
Set Job Limits per Repair Status
Technicians hoarding jobs while units go stale? Set a maximum number of repairs per status so work keeps flowing and nothing gets buried in a pile.
- Tips
Smart Link System: Trace Data without Switching Pages
SLS connects data across the Store App: from repair items to purchases and product movements — everything traceable without hopping between pages.
- Tips
The Repair Shop Owner's 15-Minute Routine
Owners often learn about problems after closing time. Check the queue, stale statuses, receivables, low stock, and channel balances — 15 minutes a day.
- Tips
Timing Your WhatsApp Blasts
Careless blasts annoy customers and endanger the shop's number. Segment the audience, add delays, pick humane hours, and start with a small batch.
- Tips
Using Barcode Labels for Units and Products
Units and products get hard to find when the shop is busy. Print barcode labels for repair units and popular products, then scan at every transaction.
- Tips
Using Salvaged Parts without Wrecking Your Records
Pulled parts often get used with no record of value or stock — an invisible loss. Track salvaged parts as real stock with an origin and a trail.
- Tips
Using Shadow Login to Help Your Staff
Owners/admins can help staff who are lost in menus or flows without asking for passwords — enter via shadow login, then return to the admin session.
New to Automan?
Tips land best once the basic workflow is running. Start from the setup and repair intake tutorials.