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Shop Registration

This comprehensive guide walks you through the complete shop registration process on Worxflow.

Registration Overview​

The shop registration process consists of:

  1. Account Creation - Basic credentials
  2. Business Verification - Legal information
  3. Shop Profile - Public-facing details
  4. Service Setup - What you offer
  5. Team Setup - Who works at your shop
  6. Payment Configuration - How you get paid

Step 1: Business Account Creation​

Choose Your Registration Path​

Navigate to worxflow.io/register and select your shop type:

Shop TypeBest ForFeatures
Independent ShopSingle location shopsFull features, single shop management
Multi-LocationChain or franchiseMulti-shop dashboard, centralized reporting
Mobile MechanicOn-site serviceRoute planning, mobile payments
Quick LubeFast service shopsExpress checkout, quick booking slots
Specialty ShopSpecific servicesCustom categories, specialized workflows

Account Credentials​

Create your primary account:

Account Information Required:

  • Email: owner@yourshop.com (your primary business email)
  • Password: Minimum 12 characters including uppercase, lowercase, number, and symbol
  • Confirm Password: Must match your password

Security Settings:

  • Two-Factor Authentication: Highly recommended for account security
  • Security Question: Choose and answer a security question
  • Recovery Email: backup@yourshop.com (alternative email for account recovery)
Important

This email becomes your primary admin account. Make sure you have permanent access to it.

Step 2: Business Verification​

Provide your official business details:

Required Business Information:

  • Legal Name: "ABC Auto Repair, LLC" (official business name)
  • DBA: "Mike's Auto Service" (Doing Business As name, if different)
  • Business Structure: LLC (options: LLC, Corporation, Sole Proprietorship, Partnership)
  • EIN Number: "12-3456789" (Federal Tax ID)
  • State Business License: "BL-2024-123456"
  • City Business License: "CITY-789012" (if required by your city)

Business Documentation​

Upload required documents:

DocumentRequiredFormatMax Size
Business LicenseYesPDF, JPG, PNG10MB
Insurance CertificateYesPDF10MB
Tax RegistrationYesPDF10MB
EPA CertificationIf applicablePDF10MB
ASE CertificationsOptionalPDF10MB

Verification Process​

  1. Instant Verification - For established businesses with clear documentation
  2. Manual Review - 24-48 hours for complex cases
  3. Additional Information - We may request additional documentation
Speed Up Verification

Ensure all documents are:

  • Current and not expired
  • Clearly readable
  • Show complete business name and address
  • Match the information you provided

Step 3: Shop Profile Setup​

Basic Information​

Create your public-facing profile:

Shop Details:

  • Display Name: "Mike's Auto Service" (how customers see your business)
  • Tagline: "Your Trusted Local Mechanic Since 1995"
  • Description: Family-owned and operated full-service auto repair shop. Specializing in all makes and models with certified technicians.

Contact Information:

Social Media Links: (optional but recommended)

  • Facebook: facebook.com/mikesauto
  • Instagram: @mikesautoservice
  • Google Business: Your Google Business Profile URL

Location Details​

Address Information:

  • Street: 123 Main Street
  • Suite: Unit A (optional)
  • City: Springfield
  • State: IL
  • Zip Code: 62701
  • Country: USA

Location Settings:

  • Coordinates: Automatically calculated from your address (39.7817, -89.6501)
  • Service Area: 25-mile radius around your shop
  • Additional Zip Codes: 62701, 62702, 62703 (specific areas you serve)

Shop Amenities​

Select amenities to display to customers:

  • Waiting Area

    • WiFi Available
    • Coffee/Refreshments
    • TV/Entertainment
    • Kids Play Area

  • Services

    • Loaner Vehicles
    • Shuttle Service
    • After Hours Drop-off
    • Towing Service

  • Payment Options

    • Cash
    • Credit/Debit Cards
    • Financing Available
    • Fleet Accounts

Shop Images​

Upload high-quality images:

Image TypeRecommended SizeRequirements
Logo500x500pxPNG with transparent background
Shop Front1920x1080pxWell-lit, professional
Waiting Area1920x1080pxClean, inviting
Service Bays1920x1080pxOrganized, professional
Team Photo1920x1080pxOptional but recommended

Step 4: Service Categories Setup​

Pre-built Service Templates​

Quick-add common services with one click:

Maintenance Services:

  • Oil Change: Starting at $39.99
  • Tire Rotation: $24.99
  • Filter Replacement: Starting at $29.99
  • Fluid Check: FREE

Repair Services:

  • Brake Service: Starting at $149.99
  • Battery Replacement: Starting at $129.99
  • Alternator Repair: Starting at $299.99
  • AC Service: Starting at $89.99

Diagnostic Services:

  • Check Engine Light: $89.99
  • Pre-Purchase Inspection: $149.99
  • State Inspection: $35.00
  • Emissions Test: $25.00

Custom Service Creation​

Add your unique services:

Custom Service Example:

  • Service Name: Performance Tune-Up
  • Category: Performance
  • Description: Complete performance optimization for your vehicle
  • Estimated Time: 120 minutes (2 hours)
  • Price Range: $299 - $599
  • Online Booking: Enabled for customer convenience
  • Requires Inspection: Yes (diagnostic needed first)
  • Loyalty Points: 300 points awarded
  • Certification Required: ASE Performance certification

Step 5: Initial Team Setup​

Owner/Manager Account​

Your account is automatically set as:

  • Role: Shop Owner
  • Permissions: Full Access
  • Notifications: All Critical Alerts

Add Key Staff Members​

Start with essential team members:

Service Advisor​

Example Service Advisor Setup:

  • Name: Jane Smith
  • Email: jane@mikesauto.com
  • Role: Service Advisor
  • Permissions:
    • Create and edit appointments
    • Customer management
    • Estimate creation
    • Payment processing
    • Cannot access inventory management (restricted)
    • Cannot view financial reports (owner only)

Lead Technician​

Example Technician Setup:

  • Name: John Johnson
  • Email: john@mikesauto.com
  • Role: Master Technician
  • Certifications:
    • ASE Master certified
    • AC system certified
    • Hybrid vehicle specialist
  • Bay Assignment: Bay 1 (primary work area)
  • Skill Level: Expert
  • Flat Rate: $35/hour

Step 6: Payment Configuration​

Payment Processor Setup​

Connect your payment processing:

  1. Stripe Integration (Recommended)

    Setup Steps:

    • Click "Connect with Stripe" button
    • Log in to your existing Stripe account or create a new one
    • Authorize Worxflow to process payments
    • Configure your payout schedule (daily, weekly, or monthly)

  2. Alternative Processors

    • Square
    • PayPal Business
    • Authorize.net

Tax Configuration​

Set up your tax rates:

Tax Configuration Example:

Sales Tax Rates:

  • State Tax: 6.25% (Illinois example)
  • Local Tax: 2.5% (local municipality)
  • Combined Total: 8.75%

Tax Settings:

  • Labor Taxable: Yes (labor services are taxed)
  • Parts Markup: 35% (standard markup percentage)

Environmental Fees:

  • Tire Disposal: $3.00 per tire
  • Oil Disposal: $2.50 per oil change
  • Battery Core: $15.00 per battery

Registration Completion​

Final Checklist​

Before going live, ensure you've:

  • Verified all business information is accurate
  • Uploaded required documentation
  • Added at least 3 service categories
  • Created at least 1 team member account
  • Connected payment processing
  • Set up tax rates
  • Added shop hours
  • Uploaded shop logo
  • Written shop description

Activation​

Once complete, click "Activate Shop" to:

  • Make your shop searchable by customers
  • Enable online booking
  • Start accepting appointments
  • Begin earning loyalty points for customers

Post-Registration Tasks​

Immediate (Day 1)​

  • Send team invitations
  • Import existing customer database
  • Set up appointment types
  • Configure notification templates

Week 1​

  • Complete service menu
  • Add all team members
  • Set up canned jobs
  • Configure loyalty program
  • Create promotional offers

Month 1​

  • Integrate accounting software
  • Set up inventory tracking
  • Configure automated marketing
  • Train all staff members
  • Launch customer communication

Registration Support​

Having issues? We're here to help:

Common Registration Issues​

IssueSolution
Email already existsUse password recovery or contact support
Document rejectedEnsure documents are current and readable
Verification pendingAllow 24-48 hours for review
Payment setup failedVerify bank account details

Get Help​

Next Steps

Congratulations on completing registration! Continue with: