Shop Settings & Configuration
Complete configuration options for customizing your auto repair shop operations.
Shop Profile Settings
Basic Information
- Shop Name - Legal business name
- DBA Name - "Doing Business As" name
- Shop Nickname - Customer-facing short name
- Tax ID - EIN/Business number
- License Numbers - State/local permits
- Insurance Information - Policy details
Contact Details
- Primary Address - Physical location
- Mailing Address - If different
- Phone Numbers - Main, mobile, fax
- Email Addresses - General, support, billing
- Website URL - Your domain
- Social Media - Links to profiles
Business Hours & Calendar
Operating Hours
Standard Configuration:
- Monday-Friday: 8:00 AM - 5:00 PM
- Saturday: 8:00 AM - 12:00 PM
- Sunday: Closed
Special Hours:
- Holiday Hours: Customizable
- Special Events: Override capability
Calendar Management
- Holiday Schedule - Closures and modified hours
- Blackout Dates - No appointment days
- Peak Seasons - Capacity adjustments
- Special Events - Sales, open houses
- Staff Meetings - Block scheduling
Financial Configuration
Tax Settings
| Setting | Configuration | Example |
|---|---|---|
| Sales Tax Rate | Auto-detected by ZIP | 8.25% |
| Tax Name | Customizable | "Sales Tax" or "VAT" |
| Tax ID Display | Invoice header | Show/Hide |
| Tax Exempt | Customer flags | Yes/No |
| Multiple Rates | Service-specific | Labor vs Parts |
Labor Rate Configuration
- Standard Rate - Default hourly rate
- Diagnostic Rate - Inspection/diagnosis
- Express Rate - Quick services
- Specialist Rate - Advanced repairs
- After-hours Rate - Emergency service
Fee Structure
- Shop Supplies - Percentage or flat
- Environmental Fee - Disposal costs
- Documentation Fee - Admin charges
- Storage Fees - Daily rates
- Cancellation Fee - No-show charges
Service Settings
Service Categories
- Active Services - Currently offered
- Service Duration - Default times
- Point Multipliers - Loyalty bonuses
- Skill Requirements - Tech qualifications
- Parts Markup - Profit margins
- Warranty Terms - Service guarantees
Appointment Configuration
Booking Rules:
- Minimum advance notice: 2 hours
- Maximum advance booking: 30 days
- Appointment slots: 30-minute intervals
- Buffer time between: 15 minutes
- Max daily capacity: 20 vehicles
Communication Preferences
Notification Settings
| Channel | Purpose | Timing |
|---|---|---|
| SMS | Urgent updates | Real-time |
| Detailed info | Batched | |
| Push | App alerts | Instant |
| Phone | Critical only | As needed |
Message Templates
- Appointment Confirmation - Customizable
- Service Reminders - Timing control
- Status Updates - Frequency settings
- Marketing Messages - Opt-in required
- Review Requests - Delay configuration
Branding & Customization
Visual Identity
- Logo Upload - JPG/PNG format
- Brand Colors - Hex codes
- Font Selection - Typography
- Email Signature - HTML template
- Invoice Design - Layout options
Customer-Facing Pages
- Shop Landing Page - worxflow.io/shop/your-name
- Booking Widget - Embedded on website
- Customer Portal - Branded experience
- Mobile Display - Responsive design
Security & Access
Authentication Settings
- Password Requirements - Complexity rules
- Two-Factor Auth - SMS/App options
- Session Timeout - Auto-logout
- IP Restrictions - Location limits
- Device Management - Trusted devices
Data Protection
- Backup Schedule - Automatic backups
- Data Retention - History limits
- Privacy Settings - GDPR compliance
- Audit Logging - Activity tracking
- Export Options - Data portability
Integrations
Connected Services
| Integration | Purpose | Status |
|---|---|---|
| Stripe | Payments | Active |
| QuickBooks | Accounting | Configure |
| Google Business | Reviews | Connect |
| Mailchimp | Marketing | Optional |
| Tekmetric | Migration | Import |
API Configuration
- API Keys - Secure generation
- Webhooks - Event notifications
- Rate Limits - Usage quotas
- IP Whitelist - Security
- Documentation - Developer access
Analytics & Reporting
Report Settings
- Default Date Range - 30/60/90 days
- Export Formats - PDF, CSV, Excel
- Scheduled Reports - Email delivery
- Custom Metrics - KPI selection
- Dashboard Layout - Widget arrangement
Performance Monitoring
- Real-time Updates - Live dashboard
- Alert Thresholds - Warning levels
- Trend Analysis - Historical comparison
- Forecast Settings - Prediction models
- Benchmark Goals - Target setting
Localization
Regional Settings
- Time Zone - Local time display
- Date Format - MM/DD/YYYY or DD/MM/YYYY
- Currency - USD, CAD, EUR, etc.
- Units - Miles/Kilometers
- Language - Interface translation
Advanced Settings
Workflow Automation
- Auto-assignment Rules - Tech matching
- Status Triggers - Automatic updates
- Reminder Sequences - Follow-up timing
- Escalation Paths - Issue handling
- Quality Checks - Completion rules
Capacity Management
Resource Limits:
- Max technicians: Based on plan
- Daily appointments: Configurable
- Concurrent repairs: Bay count
- Parts storage: Inventory limits
- Customer database: Unlimited
Best Practices
Initial Setup Checklist
Complete shop profile Set accurate tax rates Configure labor rates Upload logo and branding Set business hours Connect payment processing Create service categories Test booking widget Configure notifications Set up team accounts
Regular Maintenance
- Monthly - Review pricing and rates
- Quarterly - Update service offerings
- Semi-Annual - Audit user access
- Annual - Review all settings
Troubleshooting
Common Issues
| Problem | Solution |
|---|---|
| Booking not working | Check business hours |
| Payments failing | Verify Stripe connection |
| Emails not sending | Check spam settings |
| Reports incorrect | Verify tax configuration |
| Login issues | Reset password/2FA |
Your shop, your rules. Configure Worxflow to match your unique business needs.