Resources
Quick Start
Already have access to your shop? Follow this checklist to go from a fresh account to your first job, start to finish.
- 1
Set your shop identity
Add your shop name, logo, contact details, timezone and language.
Open shop settings - 2
Set your hours and online booking
Configure opening hours, booking rules and which mechanics can receive appointments.
Open booking settings - 3
Add your services
List the services your shop offers so they're ready to use on appointments and estimates.
Open service catalog - 4
Invite your team
Add mechanics and front-desk staff with their own logins and access levels.
Open team settings - 5
Add your first customer and vehicle
Create a client record and attach their vehicle before booking a job for them.
Open clients - 6
Create your first appointment
Schedule the visit from the front desk, or let the customer book it online.
Open appointments - 7
Prepare an estimate and record approval
Build a clear estimate for the client and vehicle, then record their decision when they respond.
Open estimates - 8
Invoice and record payment
Convert the approved estimate to a draft invoice, share it, then record the payment collected.
Open invoices - 9
Set a maintenance reminder
Attach a follow-up reminder to the vehicle so the next visit doesn't get forgotten.
Open reminders - 10
Optional: set up inventory
Track parts and stock movements as you use them on estimates and invoices.
Open inventory - 11
Optional: configure communications and branding
Set up mailboxes, your sending domain and communication routing.
Open communications - 12
Optional: add another location
Operate multiple shop locations with shared team access.
Open locations
New to GarageOS?
This checklist assumes your shop already has an account. If you're deciding whether GarageOS is right for your shop, start with Get Started instead.
See Get Started →