Help centre
Short guides for everything you do in the app, one task per page. Use the search box (or press /) to find a guide in seconds.
Getting started
Section titled “Getting started”- Sign up and answer the welcome questions — Create your shop, confirm your e-mail and let the app set itself up for the way you work.
- Your shop’s details — The name, address, VAT number and logo that appear on estimates, invoices and messages.
- Opening hours and holidays — When the shop is open, the public holidays it follows and the days it closes.
- Your inspection checklist — Choose a ready-made checklist or adapt it to your shop.
- Job types — The kinds of work you do, with how long each takes and its colour on the calendar.
- Add your team — Give mechanics, advisors and your accountant their own sign-in with the right access.
- Import your customers and cars — Bring your existing customer list from Excel or another program.
- Plans and billing — Choose a plan, pay by card and see your invoices.
- SMS credit — How SMS are counted, how to buy more and how to top up automatically.
Daily work
Section titled “Daily work”- Find a customer or a car — Search by name, phone, plate or job number from anywhere.
- Add a customer and their car — A name or a phone is enough to start; add the plate to create the car too.
- Create a job and print the job card — Open a job for a car, write down the customer’s concerns and print the card for the workshop.
- The workboard — See every car in the shop and where each job stands.
- Estimates and customer approval — Price the work, send the estimate and let the customer approve item by item.
- Parts on a job — Add parts from your catalogue, order them and know when they arrive.
- Invoices and payments — Issue the invoice, take the payment and send the receipt.
- Receipts, deposits and counter sales — Take a deposit before the work, sell parts over the counter and find unpaid invoices.
- Appointments and the calendar — Book appointments, see the day per mechanic or bay, and send confirmations.
- Walk-ins — A car arrives without an appointment: start its job at once.
- Digital inspections and photos — Check the car on a phone or tablet, take photos and send the report.
- Messages to customers — Send SMS and e-mails from a template and see if they were delivered.
- Tell the customer the car is ready — One button tells the customer the car is ready, what to pay and when to collect it.
- Next-service reminders — Remind customers when their next service is due, by date or by distance.
The office
Section titled “The office”- Today — What needs you today: appointments, cars waiting, money to collect.
- Reports and your accountant — Sales, VAT, mechanics’ hours and the files your accountant needs.
- Export all your data — Your data is yours: download everything at any time.
Privacy
Section titled “Privacy”- Customer data requests (GDPR) — Answer a customer who asks for their data, or asks to be forgotten.
- Retention and the data processing agreement — How long things are kept, the nightly clean-up, and the agreement on how we process your customers’ data.
- Contact support — Send a question, a problem or an idea with a screenshot, and read the answer in the app.
- Support access: when support views your shop — How support can see what you see to help you, and how you can check every visit.
Did not find it? Contact support from the app.