Resources
Quick Start
Follow this checklist to go from a new account to your first job, start to finish. Links open the matching screen in your shop.
- 1
Set your shop identity
Add your shop name, logo, contact details, timezone and language.
Open shop settings - 2
Set your hours and online booking
Configure opening hours, booking rules and which mechanics can receive appointments.
Open booking settings - 3
Add your services
List the services your shop offers so they're ready on appointments and estimates.
Open service catalog - 4
Invite your team
Add mechanics and front-desk staff with their own logins and roles.
Open team settings - 5
Import or add your customers and vehicles
Import from CSV or Excel, or create a customer and attach their vehicle.
Open import - 6
Create your first appointment
Schedule the visit from the front desk, or let the customer book it online.
Open appointments - 7
Inspect, estimate and record approval
Record the inspection, build the estimate and send it for the customer's decision.
Open estimates - 8
- 9
Invoice and record payment
Create the invoice, send it, then record the payment your shop collected.
Open invoices - 10
Send your customer their portal link
From the customer's page, email a secure link to their vehicles, estimates and invoices.
Open customers - 11
Set a maintenance reminder
Attach a follow-up to the vehicle so the next visit isn't forgotten.
Open reminders - 12
Optional: inventory, reports and more
On Pro: track parts used on Work Orders, tire storage, advanced reports, Accounting Light and QuickBooks.
Open reports - 13
Optional (Complete): add another location
Create locations under one organization and switch between them.
Open Organization
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