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Quick Setup Guide

Get your shop up and running with Worxflow in under 30 minutes!

Pre-Setup Checklist​

Before you begin, gather the following information:

  • Business license number
  • Tax ID/EIN
  • Bank account details (for payment processing)
  • Staff email addresses
  • Service menu and pricing
  • Shop logo (PNG or JPG, at least 500x500px)

Step 1: Shop Profile Configuration​

Basic Information​

Navigate to Settings → Shop Information and enter:

Required Business Information:

  • Business Name: Your Auto Repair Shop
  • Address: 123 Main Street
  • City: Your City
  • State: CA
  • ZIP: 90210
  • Phone: (555) 123-4567
  • Email: contact@yourshop.com
  • Website: www.yourshop.com (optional)

Business Hours​

Set your operating schedule:

Operating Hours:

  • Monday-Friday: 8:00 AM - 6:00 PM
  • Saturday: 9:00 AM - 4:00 PM
  • Sunday: Closed

Pro Tip: You can set different hours for different services (e.g., express oil changes vs. major repairs)

Step 2: Service Categories Setup​

Create Your Service Menu​

Navigate to Settings → Services and add your offerings:

Common Service Categories​

  1. Maintenance Services

    • Oil Changes
    • Tire Rotation
    • Filter Replacements
    • Fluid Checks

  2. Repair Services

    • Brake Service
    • Engine Repair
    • Transmission Service
    • Electrical Diagnostics

  3. Inspection Services

    • State Inspections
    • Pre-Purchase Inspections
    • Multi-Point Inspections

Pricing Configuration​

Set your labor rates:

Service TypeRate/HourBook Time
Standard Labor$1201.0 hours
Diagnostic$1500.5 hours
Express Service$990.5 hours
Specialty Work$175Varies

Step 3: Staff Onboarding​

Add Team Members​

  1. Go to Staff Management → Add Staff
  2. Enter staff details:
{
  name: "John Smith",
  email: "john@yourshop.com",
  role: "Service Writer",
  permissions: ["create_orders", "manage_appointments"],
  hourlyRate: 25.00,
  commission: 0.02 // 2% commission
}

Role Assignment​

RoleKey PermissionsAccess Level
Shop OwnerAll permissionsFull
Service WriterOrders, CustomersHigh
TechnicianJobs, InspectionsMedium
Parts ManagerInventory, OrderingMedium
ReceptionistAppointmentsLimited

Step 4: Payment Processing​

Connect Your Bank​

  1. Navigate to Settings → Payments
  2. Click Connect with Stripe
  3. Enter your business details
  4. Verify your bank account

Configure Payment Options​

  • Credit/Debit Cards
  • ACH Bank Transfers
  • Cash
  • Checks
  • Fleet Accounts
  • Warranty Claims

Step 5: Communication Templates​

Email Templates​

Set up automated emails for:

  • Appointment confirmations
  • Service reminders
  • Estimate approvals
  • Pickup notifications
  • Thank you messages

SMS Configuration​

Enable text messaging:

SMS Settings:
- Provider: Twilio (integrated)
- Sender Number: Auto-assigned
- Message Types:
  - Appointment reminders: ON
  - Status updates: ON
  - Marketing: OFF (opt-in required)

Step 6: Inventory Setup​

Initial Stock Entry​

Add your commonly used parts:

Part Number, Description, Quantity, Cost, Retail Price
10W30-5QT, Motor Oil 10W30 5 Quart, 24, $18.99, $34.99
BRK-PAD-001, Brake Pads Premium, 12, $45.00, $89.99
AIR-FLT-STD, Air Filter Standard, 20, $8.99, $19.99

Supplier Configuration​

Add your parts suppliers:

  1. NAPA Auto Parts
  2. O'Reilly Auto Parts
  3. Advance Auto Parts
  4. Local wholesalers

Step 7: Customer Portal​

Enable Online Features​

  • Online appointment booking
  • Service history access
  • Digital inspections
  • Estimate approvals
  • Online payments
  • Loyalty program

Booking Widget​

Install on your website:

<script src="https://widget.worxflow.io/v1/widget.js"></script>
<div id="worxflow-booking"></div>
<script>
  WorxflowWidget.init({
    shopId: 'YOUR_SHOP_ID',
    container: 'worxflow-booking'
  });
</script>

Step 8: Go Live Checklist​

Final Verification​

  • Test create a repair order
  • Process a test payment
  • Send a test appointment
  • Verify email delivery
  • Check SMS delivery
  • Test customer portal
  • Verify staff access

Training Resources​

Congratulations!​

Your shop is now ready to use Worxflow! Here's what to do next:

  1. Import existing customers - Use our CSV import tool
  2. Schedule staff training - Book a session with our team
  3. Customize your workflow - Tailor Worxflow to your needs
  4. Enable integrations - Connect your existing tools
Need Help?

Our support team is standing by to assist you. Call 1-800-WORXFLOW or use the live chat in your dashboard.