The sidebar
The sidebar on the left is your primary navigation. It groups features by workflow stage:- Dashboard — your daily command center
- Leads → Quotes → Orders — the sales and job pipeline
- Customers and Vehicles — your client database
- Calendar — team scheduling
- Services, Inventory, Staff, Marketing — operations and management
- Insights — reporting
- Settings — workspace configuration
Core
Dashboard
Revenue, open jobs, team load, alerts, and pipeline — updated in real time. The first place to check every morning.
Getting started
The step-by-step setup guide for new workspaces. Follow it once to get fully configured.
Sales
These sections move work from first contact to completed job.Leads
Capture and qualify inbound inquiries. Convert to customers or orders when ready.
Quotes
Build accurate estimates with body type pricing applied automatically.
Orders
The live job record. Track status, materials, payment, and every detail from start to close.
Payments
Tap to Pay, payment links, QR codes, and manual payment recording.
Operations
The tools your team uses daily to execute and schedule work.Calendar
Shared team schedule with orders, shifts, and external events on one view.
Customers
Every client record: contact info, vehicles, and full job history.
Vehicles
Vehicle details and body types that drive automatic pricing adjustments.
Management
Configure how your business runs behind the scenes.Services & Pricing
Your service catalog, base prices, bookability, and AI assistant availability.
Inventory
Consumables tracking, reserved stock, COGS, and low-stock alerts.
Staff & Roles
Team members, roles, the permission matrix, and shift management.
Marketing
Lead attribution, sources, campaigns, spend tracking, and CAC.
Growth & Automation
Tools for capturing demand and automating customer touchpoints.Online Booking Page
Public booking form — create leads or orders from online submissions.
Website Lead Forms
Embed a lead capture form on your website that routes directly to the CRM.
AI Voice Assistant
AI-powered phone assistant that handles calls and creates leads or orders.
Text Notifications
Customizable SMS reminders and review request templates.
Analytics
Insights & Reports
11 reports covering P&L, staff performance, body type breakdown, materials usage, and more.
Settings
Everything under Settings controls how the workspace is configured. The settings page (shown above) gives you quick access to every configuration area.Business Information
Name, logo, currency, tax rate, and timezone — the foundation of everything.
Order Management
Quote and order number prefixes, padding, and counter controls.
Vehicle Body Types
Add body types and configure surcharge percentages for pricing.
Payment Methods
Add and manage manual payment options available on orders.
Staff & Shifts
Invite staff, assign roles, configure permissions, and manage schedules.
User & Security
Password, two-factor authentication, and calendar sync connections.
Stripe Integrations
Connect Stripe for card processing and Tap to Pay on iPhone.
Text Notifications
SMS templates and optional custom Twilio account.
Online Booking
Configure and publish your public-facing booking page.
AI Voice Assistant
Set up the AI phone assistant with voice, actions, and business hours.
Import / Export
Bulk import customers, vehicles, services, and inventory from CSV.
Account & Billing
Plan status, seat usage, upgrade options, and billing portal.