Good Day, Shop Manager
Here is an overview of active jobs, calendar drop-offs, and shop financial performance.
Quick Navigation Hub
Cash Flow & Invoicing
Ready for Pickup
Parts Watchlist
Active Jobs in Queue
Upcoming Calendar Drop Offs
Appointments & Shop Calendar
Manage machine drop-offs, schedule arrivals, enforce daily intake limits, and share your customer online booking portal.
ApexPro Built-In Calendar & Customer Booking Engine
Daily Intake Limit: 3 drop-offs/day • Customer Portal: https://trophypowersports.apexpro.ca/book
| Scheduled Date & Time | Customer | Item / Machine | Work Requested | Contact | Actions |
|---|
October 2026
Click any drop-off appointment card to view details, confirm arrival, or check in to queue.
Jobs in Queue
Active shop repair and service jobs compiled from drop-offs. Track notes, ordered parts, customer contact, and generate quotes.
Job #JOB-1001
In ProgressCustomer: John Doe • Vehicle: 2021 Ford F-150 • Dropped off Oct 28
Vehicle / Equipment & Odometer Tracking
Work Requested / Symptoms from Drop-Off
Warranty Claim Return Dossier
Covered 100% under Trophy Powersports 90-Day Workmanship Guarantee
Shop Labor Operations & Service Time
Work Done & Shop Notes
Parts Ordered & Status
Parts added here automatically feed the quote below.
| Part # | Description | Supplier | Qty | Cost ($) | Status | Action |
|---|
Customer Contact & Approval Status
Record when and how customer was reached, and work approval status.
| Date & Time | Contact Method | Summary / Discussion | Customer Decision |
|---|
Job Quote & Pricing
Auto-filled from ordered parts + shop labor
Customer view strictly omits shop profit & costs.
Quotes
Manage customer quotes, view profit breakdowns, and export print-ready PDFs with 13% Ontario HST.
| Invoice # | Customer | Date | Status | Cost | Subtotal | HST (13%) | Late Interest | Total Billed | Balance Paid | Balance Due | Profit | Actions |
|---|
Invoices
Shop completed work invoices. Converted automatically from completed jobs with complete line item, part numbers, and tax calculations.
| Invoice # | Customer | Date | Status & Days Overdue | Cost | Subtotal | HST | Late Interest | Storage Fees | Total | Paid | Balance Due | Profit | Actions |
|---|
Item Catalogue & Pricing Memory
Remembers all previously entered line items and parts with your cost and retail pricing. Scrape new parts from supplier sites.
Ready to import directly into your Item Catalogue.
| Part # | Description | Category | Supplier / Source | My Cost ($) | MSRP / Retail ($) | Markup / Profit | Actions |
|---|
Customers
Manage customer directory, vehicle/equipment profiles, and easily import contacts via CSV file.
| Customer | Status & Active Work | Machines / Equipment | Contact Details | Balance Owing | Actions |
|---|
Marcus Vance
Active in ShopCustomer ID: CUST-1 • Joined October 2026
Contact & Account Info
Machines & Equipment
Vehicles, tractors, mowers, and tools owned by this customer.
Invoices & Account Balance
| Invoice # | Date | Status | Amount | Action |
|---|
Shop Jobs & Work History
Parts Orders & Purchase Orders
Track supplier purchase orders, shipping ETAs, and automatically link received components to repair queue jobs.
| PO # & Date | Part Details | Supplier | Qty & Cost | Linked Job / Target | Carrier & Tracking | Status | Actions |
|---|
Job History
Archive of completed jobs, work notes, customer contacts, and corresponding invoices.
| Job # | Completed Date | Customer | Item / Service | Work Done Summary | Invoice # | Total Invoiced | Actions |
|---|
Accounting, Expenses & Tax Remittance
Track financial performance, operating receipts, monthly overheads, and official Ontario 13% HST remittance.
Billed subtotal before sales taxes
Receipts ($0) + Overheads ($0)
Revenue minus job parts wholesale COGS
Gross revenue minus all shop expenses
Total Invoices Outstanding & Unpaid Tracker
Unsettled customer receivables, balances due, and aging interest status.
| Invoice # | Customer | Issue Date | Billed Total | Balance Paid | Balance Due | Status / Aging | Action |
|---|
Revenue & Production Summary
Selected RangeOperating Expenses & Overheads
Selected RangeCanada Revenue Agency (CRA) - Ontario 13.0% HST Calculation Rules
As per tax filing standards, this worksheet uses Gross Invoiced Sales and HST Collected (HST IN) directly off customer invoices. Business costs on parts are not deducted here to avoid duplication; all deductions and Input Tax Credits (ITCs) are pulled directly from your logged expense receipts and monthly shop overheads.
Total sales and other revenue
13.0% Ontario HST collected from clients
Input Tax Credits on receipts & overheads
Net amount payable to Receiver General
CRA Form GST34-2 Remittance Schedule
Business Registration #: 84729 1039 RT0001 • Tax Authority: Canada Revenue Agency
Total invoiced sales before GST/HST
HST charged on client sales invoices (HST IN)
HST paid on shop expenses, parts receipts, tools, utilities and overheads (HST OUT)
Line 105 minus Line 108. Positive = Pay CRA • Negative = Refund from CRA
Gross Sales (Line 101) minus Allowable Business Operating Expenses
Auto-synced from invoices marked Paid & downpayments
Paid invoices & customer deposits
Direct bank deposit e-Transfers
Terminal debit, credit, cheques & cash
| Date | Invoice # | Customer Name | Payment Type / Method | Reference / Auth Code | Amount Paid ($ CAD) | Notes & Description | Action |
|---|
| Date | Vendor / Payee | Category | Description | Total ($ CAD) | HST (ITC) | Receipt Photo | Actions |
|---|
Shop Analytics & Business Statistics
Comprehensive performance metrics, recurring client loyalty, average spend, turn-around velocity, warranty ratios, and parts demand.
Customer Dynamics & Retention
| Client | Visits | Avg Ticket | Total Spent |
|---|
Revenue Mix & Margin Realization
New Customer Acquisition & First-Time Client Inflow
Comprehensive tracking of newly acquired customers, first-visit revenue, average ticket spend, and initial service machines.
| Customer Name | Contact | Vehicle / Equipment | First Visit / Intake | First Ticket Total | Status |
|---|
Regularly Ordered Parts & High-Velocity Inventory
| Part # | Description | Supplier | Orders | Qty Total | Wholesale Spend | Retail Revenue | Gross Profit |
|---|
Highest Net Profit Invoices & Top-Earning Tickets
Ranked by realized net dollar profit (Total Revenue minus Wholesale Parts & Tech Cost).
| Rank | Invoice # | Customer & Serviced Equipment | Date | Billed Revenue | Shop Wholesale Cost | Net Dollar Profit | Margin % | Actions |
|---|
Shop Settings & Invoice Styling
Customize invoice layouts, visual brand themes, shop details, Ontario HST rates, and system preferences.
Invoice Style & Theme Customizer
Instant Live UpdateWork Order Template & Intake Settings
Auto-CompiledIntake Sections & Automation
Monthly Shop Overhead Expenses
Define fixed recurring monthly overheads (shop lease, heating, hydro, insurance, diagnostics). The Accounting section breaks these out against gross income to calculate net profit.
| Overhead Expense Name | Category | Monthly Cost ($ CAD) | HST Applicable (13%) | Action |
|---|
Remittance & Payment Instructions
Configure how customers pay invoices, bank routing, e-Transfer notices, and overdue interest terms printed on client invoices.
This email address is highlighted in bold on the customer invoice remittance slip.
If unchecked or left blank, cheque remittance instructions are automatically omitted from all customer invoices.
Shop Branding & Business Profile
Shop Logo & Brand Crest
Displayed in window header, sidebar, home screen, and printed on all official customer invoices & quotes.
Detailed banking, e-Transfer, and cheque instructions are managed in the tab.
Financial Calculation Defaults
Ontario Harmonized Sales Tax standard is 13.0%.
Daily fee after grace period under Ontario RSLA.
Free courtesy days before storage charges begin.
Monthly interest charged on overdue balances past grace period (Ontario RSLA).
Days past invoice date before late interest begins accruing.
Variance percentage printed on customer estimates (e.g. ±10%).
Warranty Terms, Storage Fees & Legal Responsibilities
These policies are automatically printed on the reverse side of customer invoices. A notice on the bottom of the invoice directs clients here.
Data Management, Backup & Migration
Export your complete database (jobs, invoices, quotes, catalogue items, customer records) as a single portable JSON file.
Automatic Local File Backup
Silently auto-rewrites your local backup file on disk whenever any change is made, with live status displayed in the top bar.
Manual JSON Export
Download all current shop records to your MacBook for safekeeping.
Restore from Backup
Upload a previous JSON backup to restore all shop data.
Shop Copy — Internal Cost & Profit Statement
Confidential internal shop record matching customer invoice layout with itemized wholesale costs and profit margins.
Work Order & Intake Authorization
Auto-compiled on check-in • Ready for intake inspection & customer authorization signature
Parts Order Details
Full specification, customer contact log, pricing, and fulfillment actions.
Record Customer Contact
Activates courtesy grace period & storage fee timer