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Quick Start Guide

Welcome to Worxflow! This guide will help you get your auto repair shop up and running in just 15 minutes.

What You'll Accomplish​

By the end of this guide, you'll have:

  • Created your shop account
  • Configured basic shop information
  • Added your first team member
  • Set up your service categories
  • Created your first test appointment

Prerequisites​

Before you begin, make sure you have:

  • Your business license or registration number
  • Shop contact information (address, phone, email)
  • Bank account details for payment processing (optional for now)
  • At least one service you want to offer

Step 1: Create Your Shop Account​

  1. Go to worxflow.io/register
  2. Select "I'm a Shop Owner"
  3. Click "Create Shop Account"

Enter Your Information​

Required Registration Details:

  • Shop Name: Your business name as customers will see it
  • Business Type: Choose from Auto Repair, Quick Lube, Tire Shop, etc.
  • Your Name: Owner or manager name
  • Email: Your primary business email address
  • Phone: Main business phone number
  • Password: Create a secure password for your account
Pro Tip

Use your primary business email that you check regularly. This will be your main login and where you'll receive important notifications.

Step 2: Shop Basic Setup​

Once logged in, you'll see the Setup Wizard. Let's configure the essentials:

Business Information​

Fill in your shop details:

FieldExampleRequired
Legal Business NameJoe's Auto Repair LLCYes
DBA (Doing Business As)Joe's Quick ServiceNo
Business License #BL-123456Yes
Tax ID (EIN)12-3456789Yes
Year Established2010No

Shop Location​

Address Information Required:

  • Street Address: Your shop's physical location (e.g., "123 Main Street")
  • City: Springfield (example)
  • State: IL (example)
  • Zip Code: 62701 (example)
  • Country: USA
  • Timezone: America/Chicago (automatically detected based on your location)

Business Hours​

Set your regular operating hours:

Example Schedule:

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

You can set special hours for holidays later in Settings > Business Hours

Step 3: Add Your First Team Member​

Navigate to Staff > Add Team Member:

Service Writer Example​

Sample Service Writer Profile:

  • Name: Sarah Johnson
  • Role: Service Writer
  • Email: sarah@yourshop.com
  • Phone: 555-0124
  • Permissions:
    • Create and edit appointments
    • Manage customer information
    • Process payments
    • Cannot view financial reports (owner/manager only)

Technician Example​

Sample Technician Profile:

  • Name: Mike Thompson
  • Role: Technician
  • Email: mike@yourshop.com
  • Skill Level: Master Technician
  • Specializations:
    • Engine Diagnostics
    • Brake Systems
    • Electrical repairs
  • Hourly Rate: $35

Step 4: Set Up Service Categories​

Let's add your most common services. Navigate to Settings > Services:

Quick Add Common Services​

Click "Quick Add Common Services" to automatically add:

  • Oil Change - Starting at $39.99
  • Tire Rotation - Starting at $24.99
  • Brake Inspection - Free
  • Battery Test - Free
  • Multi-point Inspection - Free with service

Add Custom Service​

To add your own service:

  1. Click "+ Add Service"
  2. Fill in the details:

Example Service Setup:

  • Service Name: Brake Pad Replacement
  • Category: Brakes
  • Default Duration: 90 minutes
  • Price Range: $150-$300
  • Description: Professional brake pad replacement with warranty
  • Online Booking: Enabled for customer convenience
  • Loyalty Points: 150 points earned per service

Step 5: Create a Test Appointment​

Let's make sure everything works by creating a test appointment:

  1. Go to Dashboard > Appointments
  2. Click "+ New Appointment"
  3. Enter test customer:
  4. Add vehicle:
    • Year: 2020
    • Make: Honda
    • Model: Civic
    • VIN: (optional for testing)
  5. Select service: Oil Change
  6. Pick time slot: Tomorrow at 9:00 AM
  7. Assign to: Available Bay
  8. Click "Create Appointment"

Congratulations!​

You've successfully set up your shop on Worxflow! Here's what to do next:

Immediate Next Steps​

  1. Complete Your Profile

    • Add your logo (Settings > Shop Profile)
    • Write your shop description
    • Add photos of your shop

  2. Set Up Payments

    • Connect Stripe account (Settings > Payments)
    • Configure tax rates
    • Set up invoice templates

  3. Configure Communications

    • Customize appointment reminders
    • Set up service update templates
    • Configure notification preferences

Within Your First Week​

  • Add all team members
  • Import your customer database
  • Set up your complete service menu
  • Configure loyalty program
  • Create canned jobs for common repairs
  • Set up parts inventory (if applicable)
  • Test the customer booking widget

Need Help?​

  • Live Chat: Click the help bubble in the bottom right
  • Documentation: You're already here!
  • Email Support: support@worxflow.io
  • Phone: 1-800-WORXFLOW (967-9356)
  • Video Tutorials: YouTube Channel

Training Resources​

Video Walkthrough​

Download Resources​

::tip Ready for More? Now that you have the basics set up, explore these areas: