Help center
Short guides for the first things every shop sets up. Signed in already? These match the menus in your workspace.
Create your workspace
- During the public beta, join the Beta Waitlist and confirm your email.
- When your invitation arrives, open its link and enter your business name, your name and a password.
- Copy your Business ID from the confirmation screen. You'll use it to sign in.
Set up your services
- Open Settings → Services.
- Add the services you sell, with packages, prices and add-ons.
- Set your business details and sales-tax method under Settings → Business.
Invite your team
- Open Employees and add each team member.
- Choose a role — Admin, Manager, Sales, Installer, Survey technician or Finance.
- Team members sign in with your Business ID, their email and password.
Turn on online booking
- Open Settings → Online booking.
- Choose which services customers can book and any deposit you require.
- Share your booking link on your website and social profiles.
Book and run a job
- Create an appointment from the Calendar, or accept an online booking.
- Check the car in when it arrives — it appears on the Shop board.
- Move the job through each stage until it's ready for pickup.
Invoice and take payment
- From the job, create the invoice — line items carry over.
- Record the payment method and amount.
- Send or print the receipt for the customer.
Still stuck? Check the FAQ or send us a message and we'll help.
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