Set up your shop
A short tour of the settings worth touching in your first week.
The setup assistant configuring the system from one plain-English message. Recorded from the real app with demo data.
Business profile
Section titled “Business profile”Settings → Business Profile holds your shop name, address, phone, and email. These flow into customer-facing surfaces, receipts, the portal, email templates, so set them before you send anything real.
Repair categories
Section titled “Repair categories”Your categories (screen repair, water damage, data recovery, restring, resize…) shape intake forms and reporting. The signup preset gives you a starting set for your trade; edit it to match what your bench actually does.
Statuses & automations
Section titled “Statuses & automations”The heart of the system. Each status can carry:
- An email or SMS template that sends when a ticket enters the status
- A portal timeline step so customers see progress
- Its position in your workflow
See Statuses & automations for the full treatment.
Message templates
Section titled “Message templates”Templates support variables (customer name, device, ticket number, portal link) and are edited in a visual editor. The starter templates are functional, personalize the voice so they sound like your shop, not like software.
Add staff accounts and assign roles. Admins see everything; techs see the work. The time clock lives here too.
Connect your tools
Section titled “Connect your tools”When the basics feel right, wire up integrations, Square for payments, Twilio for SMS, PrintNode for labels, Affirm for financing.
A pacing note
Section titled “A pacing note”Don’t aim for perfect settings before your first ticket. Run a few real repairs, notice what you wish were different, then adjust. Settings tuned against real work beat settings imagined in advance.