Setting Up Your Shop
Setting Up Your Shop
After signing up and creating your shop, you'll go through a quick setup process to configure the essentials.
Step 1: Shop Profile
Navigate to Settings > Shop Profile and fill in:
- Shop name and address
- Phone number and email
- Business hours
- Tax rate (applied to invoices)
Step 2: Labor Rates
Go to Settings > Rates to configure your labor rates:
- Set your standard labor rate (e.g., $125/hour)
- Add additional rates if needed (diagnostic, electrical, etc.)
Step 3: Service Bays
In Settings > Bays, add your service bays:
- Name each bay (e.g., Bay 1, Alignment Bay, Quick Lube)
- Assign a default technician if desired
Step 4: Team Members
Invite your team from Settings > Team:
- Enter their email address
- Assign a role (Admin, Manager, Service Writer, Technician)
- They'll receive an email invitation to join
What's Next?
Once your shop is configured, you're ready to: