Getting started and first-week setup

01

Confirm company and location structure

Verify the legal company, operating locations, time zones, addresses, tax settings and document identity. Multi-location groups should decide which records are shared and which remain location-owned.

• Confirm location names and invoice details.
• Assign a primary administrator and backup.
• Document who may see consolidated reporting.

02

Add users by role

Create users for administrators, service advisors, technicians, parts staff and finance. Give each person the least access needed for their work, then test location boundaries using representative accounts.

03

Configure the minimum daily workflow

Set appointment types, labor rates, taxes, payment terms, work-order statuses and the inspection template the team will use first. Leave secondary templates and advanced rules for a later iteration.

04

Run a validation job

Create a test customer and vehicle, schedule work, complete an inspection, build an estimate, capture approval, issue an invoice and record payment. Resolve unclear ownership before using live work.

05

Prepare the first live day

Name the floor support contact, publish the cutover time, keep a list of known exceptions and schedule a short end-of-day review. Do not solve process disagreements by creating undocumented workarounds.