Guide hub
Run the CRM by workflow, not by guesswork
Start with setup, move through sales and daily operations, then connect payments, automation, analytics, and trust. Each path points to the exact guides you need next.
Start here
Get a workspace ready for real work
01
Getting started checklist
Business info, services, staff, payments, and booking.
02
First order walkthrough
Create the first customer, vehicle, order, invoice, and payment.
03
Workspace tour
Learn where each section lives before you configure deeply.
04
Daily operating rhythm
Morning triage, schedule checks, job handoff, and closeout.
Featured workflows
Pick the part of the business you are working on
Fast paths