Everything a workshop needs, in one place.
The Leading Hand covers the full operational loop — front of house, workshop floor, parts and inventory, financial, customer comms, and reporting. Below is the full feature list. Everything’s in every plan unless noted.
Front of house
Customers, vehicles, bookings.
- Customer + vehicle records, with full service history
- Bookings — day/week diary, online or in-workshop, walk-ins, anonymous counter sales
- Check-in wizard — capture vehicle condition, customer authority, contact preferences
- Service reminders — automated by mileage, time, or both
- Customer portal for invoice viewing and online payment
Workshop floor
Job cards, technicians, bays.
- Job cards — parts, labour, sublet, fees
- Technician clock-on / clock-off with PIN
- Single-active-job enforcement (no double-billing)
- Digital inspections with photos and notes
- Bay management
- Rework / comeback tracking with linked original-job audit
- Job and service templates for common work
Estimates, approvals, invoices
From quote to paid.
- Estimates with approval workflow
- Public approval link sent by SMS or email (“approve” / “decline” with optional notes)
- Invoices with GST broken out, multiple payment terms
- Counter-sale invoicing for walk-ins
- Credit notes and prepayments
- BAS-ready exports
- Customer account profiles (cash / account / biller) with credit holds
Parts and inventory
Stock, suppliers, returns.
- Parts catalogue with pricing tiers
- Stock levels, reorder alerts, supplier links
- Purchase orders and goods receipts
- Supplier invoicing, payments, and credit notes
- Part returns to suppliers
- Pricing rules (price levels, technician rates)
- Serial-number tracking through job → invoice
- Stocktake (Phase 2)
Customer communications
SMS, email, two-way replies.
- SMS via ClickSend (carrier-approved alpha sender ID)
- Email via Postmark, Microsoft 365, Gmail (SMTP), or your own SMTP server
- Two-way SMS — YES/NO/STOP keywords handled, replies flow back into the customer’s history
- Templates for common workflows (booking confirm, service reminder, estimate ready, invoice sent, payment received)
- Communication history per customer (every SMS, every email, with delivery and read status)
- Inline composer — write a one-off SMS or email straight from the customer record
Accounting integrations
Two-way sync, every 15 minutes.
- Xero
- MYOB AccountRight
- QuickBooks Online
- Reckon
- Push: customers, invoices, payments, credit notes, purchases, journal entries
- Pull: chart of accounts, tax codes, contact updates
Reporting
Operational reports that actually get used.
- Daily takings, end-of-day, end-of-week, end-of-month
- Sales by category, branch, technician, customer
- Job profitability
- Aged debtors, aged creditors
- Stock valuation, slow-moving stock
- Technician productivity, hours billed vs clocked
- Service reminder run sheet
- Bookings summary
- Owner, advisor, technician, and staff-performance dashboards on the home screen
Multi-branch + multi-user
Multiple sites, proper roles.
- Multiple branches with separate diaries, banking, and reporting (rolled up at the head office)
- Roles: Owner, Manager, Service Advisor, Technician, Receptionist
- Configurable UI profiles — show/hide fields per role
- Two-factor authentication (optional)
- Audit log of every important change
Hosting and security
AWS Sydney, encrypted, audited.
- Hosted on AWS Sydney (ap-southeast-2)
- Encrypted in transit (TLS 1.2+) and at rest
- Multi-tenant with strict per-tenant data isolation
- Daily backups with tested restore procedures
- Card data never touches our systems — handled by the payment provider’s hosted page
- AU Privacy Act compliant
See it on your data.
14-day trial, or a 30-minute demo on a real workshop’s data.