Work Board
Invoice & RO
Automotive 13
Complete Auto Service
RO #
Customer & Vehicle
Order Details
Car Additional Info
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Labor & Parts
Google Drive
Shop files & photos
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Workboard Settings
Board Statuses
The 4 default statuses can't be renamed or removed. Add your own below with your own color.
New Status Name
Color
Board Columns
Your own columns show after the technicians: Not Started · technicians · your columns · Completed. A RO moved to one of them keeps its technician.
New Column Name
Shop Settings
Shop Profile
This info appears on your invoices and receipts.
Shop Name
Slogan / Description
Phone
Address
Tax
Label (Tax, IVA, GST…)
Rate (%)
Applies To
Labor Rate
Default hourly rate for labor lines on estimates.
Rate ($/hr)
Payment Methods
These show as options when collecting payment on an invoice.
Format & Locale
Currency Symbol
Date Format
Timezone
Language
Estimate Number
The next estimate number to be assigned. Changing this requires double confirmation.
Next Estimate #
100
Invoice Number
The next invoice number to be assigned. Changing this requires double confirmation.
Next Invoice #
1001
Invoice Settings
What your invoices show
Applies to the PDF / printed invoice and the copy saved in Google Drive.
Logo (optional)
PNG or JPG. Use the size shown for the shape you pick — if it doesn't match, it fits inside the box without stretching.
Invoice preview
Invoice language
The PDF and printed invoice the customer takes home.
Estimate valid for
days · printed on the estimate; after that it shows as Expired. 0 = no expiration.
On: each job with its lines and subtotal. Off: Labor, Parts and Other sections.
Terms & Conditions
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Team Settings
Users
Active members appear as columns on the Workboard. Technicians and advisors show up in the assign dropdown.
Add Team Member
Name
Role
Email (optional)
Data
Export data
Download your shop's information as a CSV file that opens in Excel or Google Sheets.
Invoices
One row per invoice: customer, vehicle, services, technician and totals. Voided invoices are not included.
Period
From
To
Import data
Bring your invoices, customers and vehicles from another program or from your own spreadsheet (CSV or Excel).
One row per invoice, or one row per customer. You'll see a preview before anything is saved, and you can undo an import.
Danger zone
Only the shop owner sees this. Deleted information cannot be recovered.
Delete data
Delete repair orders, invoices, customers, vehicles and more — everything, or only what was created before a date (good for test data).
Delete shop account
Closes the account now and deletes everything in 30 days. You can cancel before then.