Start here (Admin)
Understand the core concepts and run your first workflow.
First Steps (Admin)
Create a customer, add vehicles, make a quote, convert to an order, and get paid.
Core workflows
Quotes
Create quotes (including multi-vehicle quotes), send PDFs, and convert to orders.
Orders
Manage jobs end-to-end: services, materials, taxes/tips, status, invoice, and payment.
Customers
Store customer info, job history, and contact details.
Vehicles
Link vehicles to customers and use Body Type pricing rules.
Operations
Services & Pricing
Set base service prices and body-type surcharges.
Inventory & COGS
Track consumables, unit cost, and automatic deduction when orders are completed.
Staff & Roles
Invite staff, assign roles, and manage permissions.
Calendar
Schedule work, manage shifts, and organize jobs by date.
Payments
Stripe payments, payment links, and Tap to Pay workflows.
Insights & Reports
11 report types with drill-down and CSV export from Insights.
Mobile (iOS)
Mobile Overview
Navigation patterns and mobile-first workflows.
Tap to Pay
Accept payments by tapping a card/phone on iPhone (Stripe required).
Photo Documentation
Before/after photos and damage documentation attached to orders.
Data
Import Customers (CSV)
Import customer data into the system.
Export from Insights (CSV)
Export Insights reports as CSV for accounting and analysis.
FAQ
FAQ
Common questions: account access, numbering, imports, and plan limits.