Help Center

Sign in, meet the dashboard, and get your shop set up in under 10 minutes.

Create a customer record, add their vehicles, and set up service addresses.

Schedule a job, assign a technician, and pick the service location.

View your day, drag-and-drop jobs, and optimize routes.

Walk through the five-step status flow from dispatch to invoice.

Statuses, the work-order → invoice → payment chain, and where each lives.

What pending, paid, deposited, declined, and disputed each mean.

Terminal vs. soft declines, refusal codes, and what to do next.

When money lands in your bank, payout timing, and net fees.

Respond to disputes and submit evidence before the deadline.

Why bank payments get returned and the common reason codes.

Change the deposit account your payouts go to, safely.

Categories, rates, multi-jurisdiction stacking, and tax-exempt customers.

One-way sync of customers, invoices, payments, refunds, and time activities.

Invite an Office Manager or Technician and pick the right role.

Outbound prospecting kanban with the 12-day cadence playbook.

Incoming requests from the fleet portal land in the Requests inbox.

Turn a consumer customer into a fleet account with billing terms + portal.

Tokenized self-service URL for fleet managers to request service.

Multiple contacts per fleet (Fleet Manager, AP, Dispatcher) with role-based emails.

Customize the 12-day outbound playbook - emails, calls, SMS, timing.

Build and send estimates customers approve before you do the work.

Three-pane inbox for inbound and outbound customer texts.

Automated review asks to Google, Facebook, or wherever you want.

Internal to-dos that are not work orders - calls, follow-ups, errands.

Clock in/out, manager view, QuickBooks push.

Pre- and post-service checklists with photo capture.

Request and approve time off, PTO balances, weekly availability.

Companion app for technicians in the field.

Accept card and ACH payments, save cards on file, handle chargebacks.

7-step checklist for "I'm not seeing my bookings" - service area, allowed services, lead time, more.

Full vs. partial refunds, reason categories, what pushes to QuickBooks.

Can't find your answer here? Email our support team - we reply within one business day.