This video walks through the full Need for Service workflow — from the moment a customer calls to the moment the invoice is paid. If you want to see how the whole system fits together before booking a demo, this is the best place to start.

The main homepage

Your main page is a sales page where you can see everything going on in your shop. You get your schedule and your technicians, and you can switch between a calendar view and the kanban board. The kanban is your shop's whiteboard — you can see what's coming in, what's in the workshop, and what's ready for pickup. You can edit these stages to match your actual shop workflow, and when you move a card between stages it syncs directly to the invoice side. It's a two-way sync.

The main workflow: estimate to invoice

Booking the appointment

When a customer calls about a brake job, you check your schedule, find an open slot, click it, and search the customer's name. You can see their name and vehicle immediately, create a new estimate, and take notes right there on the phone — "brakes have been squeaking for a week," whatever the customer says. You can turn on appointment reminders so they actually show up.

Building the estimate

From the estimate page, you add services using saved service kits — brake job, oil change, whatever you've set up. The kit comes prefilled with all your parts, labor, and pricing. You assign a technician, and the job shows up directly on their technician app. They can then complete the service and send back images or notes, which appear on the estimate.

Customer approvals

The approval system lets you send the estimate to the customer with a link. They can see everything on the invoice, approve or decline, and sign it — all from their phone. You get a notification when they respond. Or you can just print it out, depending on your shop's workflow.

Creating the invoice

Once the work is done, you create the invoice in one step. Choose how it's being paid — cash, card, whatever — enter the vehicle mileage, and you're done. You can create only, or create and send it straight to the customer. Estimate to paid invoice with minimal clicks.

The customer page

The customer page shows you customer info, all their vehicles, estimated mileage, declined services, invoices, upcoming appointments, and the full service history — all at a glance without clicking through old repair orders. You can add comments and set long-term reminders for oil changes, brake pads, or any service at a specific interval. The same system handles declined work reminders too.

Other things in the software

  • Articles — your parts inventory, with locations, availability, unit cost, and pricing
  • Service kits — built from your articles, used to fill estimates in one click
  • Reports — business metrics, shop performance, technician management
  • Time tracking — techs clock in for the day and for individual services so you know how long jobs actually take
  • Mail — manage your shop's full email inbox from inside Need for Service without switching tabs

Pricing

Need for Service is $150 a month flat. Everything you see in the software is included — no hidden paywalls, no upsell features, unlimited users.