Day one by role
- Owner / Admin or GM. Set up the shop profile and hours, add technicians, then invite the rest of the users.
- Service Advisor or Foreman. Add jobs, then assign each one onto a technician.
- Technician. View the board and check My hours in Reports.
Guides
Set up your shop
Three-step shop setup.
Sign in
Sign in or reset.
Find your way around
Board and Settings.
Shop profile
Name, hours, pay period.
Notifications
Turn alerts on and off.
My profile
Name and password.
Add a job
Create a repair order.