Billing and Financial Management

QUOTES & INVOICES

Are you Spending Too Much Time Generating Quotes and Invoices?

Speed up your quote and invoice process, expedite delivery to clients, accelerate your payment cycle, and eliminate the weekly hassle of client follow-ups.

Create quotes for recurring events with detailed estimates and rates in 30 seconds.
Build and send initial quotes in 5–10 minutes
Send invoices within a few days of completed maintenance, vs. weeks
Easily integrate invoice data with QuickBooks Online or other accounting systems using an Open API.

QUICKBOOKS INTEGRATION

Connect to Quickbooks Online Without 3rd Party Middleware

This integration between EBIS and QuickBooks Online enables more seamless accounting workflows, direct links to QBO records and advanced configurability options, including:

'One-click' sync of supporting items, vendors, customers, P/O's, OTC Invoices, Users, Time Clock entries, etc.
Detailed configuration of tax codes, record management, work order profiles, OTC profiles, etc.
Ability to access QuickBooks records from within EBIS
Views into synchronization logs, errors, etc.

“Your QuickBooks Online integration allowed our business to be profitable. We had a full-time employee transferring data to QBO, and it really drained our business. Now it happens automatically, and it’s made a huge impact."

Don VogelOwner at Nassau Flyers

Key Features

PRORepair OrdersCreate Repair Orders, Work Orders linked to a customer for a part component. Additionally, manage repair order details, which can be used to print Authorized Release Certificates (8130-3, EASA Form 1, etc.).

PROOver-the-CounterCreate quotes and invoices for parts directly to customers. Select by city to view OTC quotes and invoices based on search criteria and create new parts quote for the selected customer and city, which can later be converted into invoices.

PROTime Clock BreakdownView a breakdown of work order and time clock information by day & technician, to help understand efficiency gaps.

PROWork Order Kanban BoardsManage large work orders easily with visual Kanban boards that make prioritizing and ordering work a breeze.

PROCompliance ItemsCreate and manage compliance items with types like Aircraft, Engine and Inspection by aircraft and add to related work orders.

PROCustom Meter ProfilesManage setup for readings, specifications and telemetry integrations, which are then linked to individual assets.

ALLFleet MediaManage the master list of assets with associated manuals, parts catalogs and more for similar aircraft types.

PROCategory ProfilesImproved flexibility and organization with specialized lists of categories, sub-categories and action categories.

PROAutomatic ReportsGet the data you need when you need it. Configure PDF and exports to be delivered to users on specific days.

PROSerialized Component DataView received parts that had a serial number and manage the media linked to these part/serial numbers.

PROP/O Reminders DashboardCreate reminders for Purchase Orders so users get notifications during a particular time period. Also, quickly filter and manage reminders for all Purchase Orders.

PROAdvanced Data AnalyzerEvaluate and optimize your repair station with a summary of work orders by aircraft or customer as they relate to performance by profit margin, estimated vs worked hours, estimated and in-progress totals from open work orders, etc.

PROPhysical InventoryGives the ability to quickly perform a physical inventory by using the advanced search to show which parts to show.

ALL PLANSInteractive TrainingEnsure you and your technicians get started quickly with guided onboarding.

PROWarranty ClaimsManage warranty claims created from work order items with warranty work.

ALL PLANSRecord ManagementManage a list of vendors, customers, aircraft and part core records.

ALL PLANSData ImportEasily integrate data from external sources, including Excel spreadsheets, into your EBIS database with our user-friendly import feature.

ALL PLANSSchedulerKeep track of of trainings, inspections, vacations, etc. in a single place within a calendar and agenda view.

ALL PLANSPurchase OrdersManage ordering of parts and service items for your assets and inventory. Additionally, generate P/O reminders.

ALL PLANSTime ClocksEasily view how technicians spend their day and use this data to help ensure proper training and data entry.

ALL PLANSAdvanced ConfigurationsManage and customize user profiles, city options, billing & tax profiles, job scheduling, category profiles, certifications and more.

ALL PLANSParts and Inventory ManagementEnable Parts personnel to manage parts requests from anywhere and share real-time parts status with technicians working in the shop or on AOG.

ALL PLANSInvoicesGenerate invoices for your customers and for internal tracking. Display various details such as parts, labor, shipping, taxes, and additional charges.

ALL PLANSLogbooksGenerate logbook entries in a few clicks from the system. Populate documents with pre-configured statements for the FAA.

ALL PLANSPart StatusGain better visibility into what part requests haven't been processed, along with ETA's for ordered parts and recently received parts.

PROOpen APIMaximize the potential of your systems by seamlessly integrating them with the EBIS API, which offers a wide range of data fields that can also be accessed through export functionality.

ALL PLANSLabor Kits & ATA CodesOur software allows you to easily manage labor kits that may consist of one or several items with corresponding parts or external repairs. Additionally, you can handle ATA codes, which typically include a single-item labor kit.

ALL PLANSNotificationsEBIS allows you to send targeted notifications to specific groups of users, with the option to attach relevant media for added context and clarity. Stay connected with your team and keep everyone on the same page with ease. 

ALL PLANSParts KitsManage parts kits, which can allow for adding more than one part to a work order.

ALL PLANSMedia CapabilitiesUse media capabilities for unlimited photos, videos and documents. Add SOP's, Scope of Work statements, photos, videos, etc. This media is used in equipment, work orders, parts, preventive maintenance and additional areas throughout the system.

ALL PLANSWork OrdersCreate paperless work orders to track and manage assets, integrate equipment manuals, optimize preventive maintenance programs, manage and track core credits, issue purchase orders, invoice 3rd parties and manage returns.

ALL PLANSMobile AccessibilityEnable technicians to work remotely and in real-time with all necessary information at their fingertips.

ALL PLANSWIP ReportingGet a clear picture of your maintenance progress by viewing estimated and in-progress totals from your open work orders.

ALL PLANSAircraft Detail RecordsCapture aircraft details such as serial numbers, model numbers, etc. for tracking historical changes over time.

ALL PLANSRevenue ReportingView dashboard reports on billing, profit margin, billable hours, estimated cash opportunities and more.

ALL PLANSQuickbooks IntegrationConfigurable integration with QuickBooks Online without cumbersome third-party interfaces and complicated exports.

ALL PLANSTool Transfer HistoryView a tool transfer history based on selected city and tool room.

ALL PLANSCertification TrackingManage certifications, recurring training, policies and other items.

ALL PLANSUser ProfilesManage user profiles which can be linked to specific users, allowing for easy management of user access.

ALL PLANSItem SignoffsConfigure work order signoffs and required inspection items, along with various options.

PROParts CatalogsManage parts catalogs based on your fleet configurations.

ALL PLANSMaster Parts ListManage a list of all parts across all shops and locations in your organization.

ALL PLANSCores ManagementView the list of cores based on the city and states selected, or use advanced search criteria as needed.

ALL PLANSTechnician ActivityProvides managers with a detailed and real-time overview of the activities performed by technicians on various work orders.

ALL PLANSFAA Database LookupSearch for new aircraft in the FAA database when creating a work order.

ALL PLANSQuote AutomationQuotes are automatically marked as "Completed" when converted to a Work Order, and payments can only be accepted on open Work Orders.

ALL PLANSOwner Authorization and Rejection AutomationStreamlines the management of customer rejections through automation and enables bulk deletion of rejected parts and supports the closure of Work Orders based on defined requirements.

ALL PLANSBilling, Flat Invoice Discounts & Item-Level Tax ExemptionThis feature enhances billing management by adding options to exclude items from invoicing, apply flat discounts, include deposit/payment details on printouts, and exclude specific items from taxes and ACF on invoices.

Coming SoonPowerBI ConnectorHarness your operational insights further without the hassle of exporting spreadsheets or manually running reports.

Coming SoonNotification EventsCreate custom event notifications within EBIS, ensuring that important updates never slip through the cracks.

Coming SoonNative Mobile AppGet faster load times, built-in camera functionality for photos, along with accurate and quick decoding of barcodes, etc.

Frequently Asked Questions

What are the benefits of billing and financial management features for aircraft maintenance teams?

The Billing and Financial Management function of an aircraft maintenance management solution helps handle the financial side of maintenance operations. It entails creating invoices for maintenance services rendered to clients or internal departments, tracking expenses associated with maintenance tasks, managing budgets for various maintenance activities, ensuring compliance with financial regulations and industry standards, and facilitating transparent financial reporting. This capability also helps with efficient resource allocation, cost control, and overall financial visibility in maintenance shops.

What are the use cases for billing and financial management features in managing aircraft maintenance?

When onboarding customers, we typically see MROs using some combination of spreadsheets, Word documents and historical invoices to build a quote. For years it’s been the fastest and simplest way they knew to build a high-level quote and get it to the customer ASAP.

It works, but it’s not that efficient when you start to examine the process closely. You’re gathering data from all over your organization, manually calculating totals and properly formatting the document before sending out the quote. You’re either going to be delayed in order to send an accurate quote, or you’re going to send out a quote that isn’t very accurate for the sake of speed. That doesn’t always lead to a great customer experience down the road.

It’s also common to see the person responsible for quoting leave the company and the new person taking over has to start from scratch. It’s difficult to keep quotes organized and create repeatable processes this way. This is where MRO software and automation can help centralize data, run complex calculations in real-time and quickly generate pre-formatted quotes. For example, you can leverage software to build quotes for recurring events (i.e. annual inspections) with all your labor hour estimates, parts markup calculations and customer-specific billing rates in about 30 seconds. For a recurring event like that, we have customers building and sending initial quotes in 5-10 minutes. Compare that to the 30, 60, 90 minutes they were spending before. It doesn’t sound like much on a single quote, but apply that time savings across every quote created over the course of the year and you’re saving several work days.

The Problem

As an aviation services provider that needs to ensure the efficient and compliant maintenance of aircraft, you face the challenge of managing all the data required to do so, including work & repair orders, inventory, parts, tools, aircraft, warranties, labor hours, etc.

But, in order to optimize and scale your operation effectively, reduce risk, improve margins and drive efficiency, you may be using a solution that is difficult-to-use, cost-prohibitive, feature deficient or not appropriately designed to meet your needs throughout the maintenance lifecycle.

The Solution

Intro Title

SECTION STEPS - TITLE

Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Quote

Activities

Inspections

Task Imports / Integrations

CHALLENGES

Inefficient inspection process

Double entry from other systems

WORK ORDER

Tools & Inventory

Purchase Orders

Parts Management

Vendor Management

SIGN-OFF

Workflow Visibility

Certification Tracking

Compliance Data

Log Books

BILLING

Billing & Invoicing

Accounting

SERVICE VIDEO

Showcase your awesome service with quality video content.
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

27K	1.2MIO
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam sit amet, consetetur elitr.	Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam sit amet, consetetur elitr.

SOLUTIONS

SOLUTIONS

Resource Center

Billing & Financial Management Solutions for Aircraft Repair Shops

Are you Spending Too Much Time Generating Quotes and Invoices?

Connect to Quickbooks Online Without 3rd Party Middleware

“Your QuickBooks Online integration allowed our business to be profitable. We had a full-time employee transferring data to QBO, and it really drained our business. Now it happens automatically, and it’s made a huge impact."

Key Features

Frequently Asked Questions

Case Studies

Streamlining Growth and Maintenance Excellence at Apex Aviation

Elevating Maintenance Operations At Appalachian Aero Group

Optimizing Fleet Management and Operations at CharterJet Solutions