Admin Menu items, summary

The admin user menu where you make this YOUR software User Settings: This is where you can specify your notification preferences and several other user specific toggles. Change Password:  This allows you to update your password Wall Message: This option allows the...

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?

How do I add new users? 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...

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. Access Workflow Setup Click your user in the top right, then the Workflow Setup menu, then Workflow setup Add a Status To add a status, click the blue Add New Status button on the Workflow...