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When you first sign in, Auto Detailing CRM gives you a Getting Started checklist — a guided list of the few things to set up before you run your first job. Work through it once and your shop is ready to go.

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Why the checklist matters

You don’t need to configure everything to start. The checklist focuses on the handful of steps that make the rest of the app useful — your business details, your services, your team, and how you get paid.

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The setup steps

1

Add your business info

Your business name, address, hours, timezone, and tax rate. This makes your quotes, invoices, and reports accurate. (Settings → Business Info)
2

Build your service menu

Add the services you sell with their prices. This is what you’ll pick from when building quotes and orders. (Services)
3

Invite your team

Add staff and set their roles so everyone has the right access. (Settings → Staff & Shifts)
4

Connect payments

Connect Stripe so you can take cards, Tap to Pay, and payment links. (Settings → Payment Integration)
5

Set up online booking (optional)

Publish a booking page so customers can schedule themselves. (Settings → Booking Page)
The checklist tracks your progress, so you can stop and come back without losing your place.

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After the checklist

Once you’re set up, the natural daily flow is: capture a lead, send a quote, turn it into an order, collect payment, and watch it all roll into your insights. See How it all fits together for the big picture.
The fastest path to value: add your top 5 services and connect Stripe. You can run a real, paid job with just those two steps done.

First order walkthrough

The fastest path to a paid job.

Services & pricing

Build your service menu.

Staff & roles

Invite your team.

Payments

Connect Stripe.