From workshop setup to your first invoice.
Work through account setup, team access, stock, a job card and an invoice. Use these five tasks as a checklist.
Sign up and configure.
The setup wizard takes you through business details, optional trade extras, location and branding, then security. An SMS and phones step appears when SMS setup is available to your workshop, such as with the Marketing add-on.
Add your team.
Invite technicians, receptionists, and managers. Set roles and permissions so everyone sees only what they need.
Set up stock and suppliers.
Add your parts suppliers and stock items. Import from CSV or add manually. Set pricing, reorder levels, and supplier accounts for purchase orders.
Create your first job.
Add a customer, their vehicle, and create a job card. Add line items, assign a technician, and track progress through the diary view.
Send your first invoice.
Generate a professional invoice from the job, email it to the customer, and track the payment. Done — you're live.