Rewards & Referrals

Easy-to-use rewards program with a built-in innovative referral tool

Manage Users

The ability to suspend, activate, and reset the password for all other shop users is done in one place, the Manage Users page. How to Access Manage Users Login as the Admin. Click on the admin user name in the top right corner. Click Manage Users. Adding a New User To...

How do I add new users?

Your First Objective Create logins and passwords for your staff Click “Add New User” from the Admin menu Select whether this staff member is a technician or service advisor. Add names Add an email address This is NOT for communication with clients but is...

Company Setup

Company Setup contains shop and billing information in addition to communication preferences. Access to Company Set Up While logged in as the admin, select the menu drop down in the top right. Select Company Setup. Company Logo and Business Information Add a company...

Workflow Setup

It’s your shop.  Set your workflow your way. We made it simple. To add a status, use the fields at the top of the screen Graphic Title This is the title that you see on the main dashboard in the swim lane. Make this a simple abbreviation. Drop down title...

Additional Features in Workflow Setup

Customize your scheduled and follow up texts Follow Up Message The follow up message is sent (if toggled in company setup) one day after an order is closed. The message will contain the greeting, and signature from your company. You can request a review, or add a link...