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This guide walks you through the exact sequence to get your workspace production-ready and complete your first end-to-end workflow. Follow these steps in order — each one builds on the previous.
Goal: complete the minimum setup needed to create a real customer, send a quote, convert it to an order, and collect payment.
1

Set up your business information

Your business name, logo, currency, and tax rate appear on every quote, invoice, and report the CRM generates. Getting this right first means everything downstream looks professional from day one.Go to Settings → Business Info and complete:
  • Business name and contact details (phone, email, address)
  • Currency and tax rate
  • Timezone — this affects scheduling, calendar display, and report periods
  • Logo — appears on PDF invoices and the booking page
Set your timezone carefully. All order dates, shifts, and report periods are calculated from it, so this setting should match where your business operates.
2

Build your service catalog and body types

Your service catalog is what you sell. Every quote and order is built from this list, so it’s worth setting up correctly before you create your first estimate.Add your services:
  1. Go to Settings → Services & Pricing
  2. Add each service with a name, base price, and estimated duration
  3. Mark services as bookable if they should appear on your public booking page
Add vehicle body types:
  1. Still in Settings, open Vehicle Body Types
  2. Add the types you service (Sedan, SUV, Truck, Van, etc.)
  3. Set a surcharge percentage for each type — this adjusts service prices automatically when that body type is selected on a quote or order
Order form section showing selected vehicle, services, and materials area.
Body type pricing is one of the most valuable features for keeping your estimates consistent. An SUV surcharge of 20% means your team never has to remember to charge more for larger vehicles — the CRM does it automatically.
3

Create your first customer and vehicle

Now you’re ready to create a real record.
  1. Go to Customers and click Add
  2. Enter the customer’s name and phone number — these are the minimum required fields
  3. Add email and address if you have them
  4. Save the customer, then open the profile
  5. Click Add Vehicle and enter the make, model, year, and body type
Order entry view showing customer search and date and time fields.
The vehicle’s body type is what connects the pricing surcharge logic. Always set it when adding a vehicle so quotes and orders price correctly.
4

Send a quote

With a customer and vehicle in place, you can build your first estimate.
  1. Go to Quotes and create a new quote
  2. Select the customer — their vehicles appear automatically
  3. Select the vehicle and choose which services to include
  4. The CRM calculates the total with body type surcharges and tax applied
  5. Add a discount, tip field, or extra fees if needed
  6. Save as Draft while you review, or move to Sent when it’s ready
The quote shows a line-item breakdown with totals. You can generate a PDF to share with the customer directly.
5

Convert the quote to an order

When the customer approves the work, converting the quote takes one click.Open the quote and click Convert to Order.The order is created with all the same vehicles, services, and pricing from the quote. You can then:
  • Assign it to a staff member
  • Schedule it on a specific date and time
  • Add materials as the job progresses
  • Attach before-and-after photos
The order is now the live job record your team works from.
6

Complete the job and collect payment

When the work is done:
  1. Update the order status to Done — this triggers inventory deduction and COGS recording
  2. Review materials and confirm all line items are correct
  3. Collect payment using one of the available methods:
The order updates to Paid automatically and the revenue appears in your dashboard and Insights reports.

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What to set up next

With your first successful workflow complete, these are the highest-value next steps:

Invite your team

Add staff members, set their roles, and control what each person can access.

Set up the booking page

Let customers book and pay online without calling you.

Connect calendar sync

Sync with Google or Apple Calendar so your team always has the full picture.

Review your first report

Confirm that revenue, COGS, and profit are tracking correctly from day one.