Troubleshooting - Auto Detailing CRM

Stripe isn't connecting or payment buttons aren't showing

Symptoms: Payment Link, Tap to Pay, or QR buttons are missing on orders. Stripe shows as disconnected.Resolution:

Go to Settings → Stripe Integrations
Confirm both the Publishable Key and Secret Key are entered correctly
Make sure you’re using the right mode — live keys for real payments, test keys for testing
If the keys look correct, remove them and re-enter them to force a reconnect
Save and open an order to check if payment options are now available

If the issue persists after re-entering keys, verify in your Stripe Dashboard that the keys are active and not restricted.

Tap to Pay isn't appearing on iPhone

Requirements checklist:

Stripe is connected with a valid Secret Key ✓
Terminal Location ID is configured in Stripe settings ✓
iPhone XS or later (NFC required) ✓
Location permission is granted in iOS Settings ✓
The order is unpaid ✓

Resolution:

Check each requirement above
For Terminal Location ID: open your Stripe Dashboard → Terminal → Locations → copy the Location ID and paste it into CRM settings
For location permission: go to iOS Settings → find your browser or the CRM home screen app → Location → set to “While Using”
Hard-reload the CRM page (pull to refresh) and try again

Inventory isn't deducting when I mark an order Done

Inventory only deducts under two conditions: (1) materials are attached to the order, and (2) the order status is changed to Done.Resolution:

Open the order and scroll to the materials section
Confirm materials are attached — if the section is empty, materials were never added
If materials exist, confirm the order status is Done (not In Progress or Cancelled)
If both conditions are met and inventory still hasn’t updated, refresh the Inventory page — deduction is immediate but the page may need a reload to reflect the change

Body type pricing isn't applying to my quote or order

Common causes:

The vehicle’s body type isn’t set
The body type surcharge percentage is 0%
The service’s price is 0

Resolution:

Open the vehicle record and confirm a body type is selected (not “None” or blank)
Go to Settings → Vehicle Body Types and confirm the surcharge % for that body type is greater than 0
Confirm the service has a base price greater than 0
Create a new quote/order line item after fixing the above — existing line items don’t update retroactively

An order is marked Done but still showing as Unpaid

Job status (Done/In Progress/Open) and payment status (Paid/Unpaid) are tracked separately by design. A job can be Done but unpaid.Resolution:

Open the order and record the payment using any available method (Tap to Pay, payment link, or manual)
Once payment is recorded, the order updates to Paid
The order will appear in revenue reports once it’s both Done and Paid

A staff member can't access a feature or module

Resolution:

Go to Settings → Staff & Shifts → Permissions tab
Find the role assigned to that staff member
Check the permission matrix for the feature they can’t access — look for the View permission specifically
Enable the permission for their role and save
Ask the staff member to refresh their browser or re-open the app

Note: some features are plan-gated. If the permission exists but the feature still isn’t visible, check Settings → Account to confirm the module is included in your plan.

CSV import is failing

Common causes and fixes:

Error	Fix
”Phone is required”	Add phone numbers or remove rows without phones
”Invalid phone format”	Use digits only or E.164 format (+13125550100)
“Customer not found” for vehicles	Import customers first before importing vehicles
”Body type not recognized”	Add the body type in Settings → Vehicle Body Types first
Import runs but no records appear	Check that you’re on the correct import tab (Customers vs Vehicles)
File upload fails	Ensure the file is saved as `.csv` not `.xlsx`

Leads from the website form aren't appearing in the CRM

Resolution:

Open your website in a browser, open Developer Tools (F12), and check the Console tab for errors when submitting the form
Confirm the form field IDs match exactly what the CRM snippet expects (crm-name, crm-phone, crm-email, crm-lead-btn)
Confirm the snippet is loaded before the form submit event fires (ideally placed before </body>)
Check that the lead token hasn’t been rotated since the snippet was installed — if it was, update the snippet on your website

The booking page shows no available time slots

Resolution:

Confirm at least one staff member has a shift scheduled for the date being checked
Confirm the date is within your Advance Booking Days window (Settings → Online Booking)
Confirm the date is at least Min Lead Hours in the future
Confirm the date isn’t fully booked — all available slots may already have orders
Confirm the service selected has an Estimated Duration set, or that a default slot duration is configured

AI Assistant isn't answering calls

Resolution:

Confirm the AI Assistant is toggled on in Settings → AI Voice Assistant
Confirm a phone number is provisioned and active
Check your Business Hours configuration — if the call is outside set hours, the assistant won’t answer
Verify your OpenAI credentials are valid (if you’ve connected a custom OpenAI account)
Check the AI call logs page for any error messages on recent call attempts

My Google Calendar isn't syncing

Resolution:

Go to Settings → User & Security
Check the Google Calendar connection status
If it shows Needs Reconnect, click to re-authorize — your Google token may have expired
After reconnecting, create a test order assigned to yourself and check if it appears in Google Calendar within a few minutes