Do I need a credit card to start the trial?
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No. The trial runs 14 days with no card taken. If you decide to subscribe, you pick a plan and add payment then — not before.
What happens to my data if I don't subscribe after the trial?
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Your workspace goes read-only — nothing is deleted. Everything you entered stays viewable and exportable, and subscribing unlocks it again. A shop that hesitated for a week doesn't lose two weeks of real work.
Can I bring in my existing customers and vehicles?
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Yes — bulk CSV import for customers, vehicles and parts, with a preview before anything is committed. Work order and invoice history isn’t part of that import; those start fresh.
Can I get my data out?
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Yes, all of it, any time. One button downloads every record your shop has — customers, vehicles, appointments, work orders, inspections, estimate approvals, invoices, payments, parts and purchase orders, and your settings — as spreadsheet (CSV) files that open in Excel, with a guide to every file and column. Photos and PDFs are listed but not included. Your owners get an email each time it’s downloaded. If you cancel, your workspace stays readable for 30 days so you can take it with you; after that, no one can sign in.
Does it actually work on a technician's phone, or just the desk?
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It works on the phone, not a cut-down version of it — the same job board, inspections, parts and vehicle moves, laid out for a touch screen in a bay instead of a mouse at a desk.
Can the customer approve the estimate themselves?
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Yes. The estimate email carries a link, and they approve or decline each job on their phone and type their name — no account, no app, no login. The work order updates as soon as they submit, they get a PDF of what they agreed to, and the link expires after seven days or the moment you change the estimate.
Does it handle booking as well as the work?
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Yes — a calendar with the services attached to each booking, the day’s capacity in front of you before you promise a date, confirmations, cancellations and no-shows, and a check-in that turns the arrival into a work order.
Can customers book online?
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They can request an appointment, if you turn it on. Your shop gets its own booking page, to link from your website, Google listing or Facebook page: the customer picks the services you choose to offer and a time your shop actually has free, or a drop-off, and leaves their name, phone, email and vehicle. Nothing is booked until someone at your shop accepts the request, in one step; then the customer gets a booking email. You set your opening hours and how many requests a time slot and a day can take, so the page never offers more than you can do. No prices are shown and nothing is paid online.
Does it remind customers of their appointment?
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Yes, if you turn it on. A day or two before, your choice, the customer gets an email in your shop’s name with the time, the vehicle, your address and phone, and a button to confirm. Opening the email confirms nothing; the tap does, and the booking shows as confirmed by the customer. Reminders carry no prices and no promotions. If one can’t go — no email on file, or it bounced — the booking tells you to call instead.
Are inventory and purchase orders extra?
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No. Parts, stock movements, suppliers, reorder levels, purchase orders with approval limits, partial receiving and stock reconciliation are all in every plan, including the $59.99 one.
We invoice dealers and body shops monthly. Does that work?
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Yes. A customer marked as a dealer can settle on account: one payment is spread across their open invoices, oldest first, and whatever it doesn’t cover is held as credit against invoices that haven’t been raised yet. Each account has its own statement.
Can I stop staff seeing cost, margin or other people’s jobs?
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Yes — over eighty separate permissions, set per person, with six role presets to start from. Part cost, margin, discounts, valuation, technician reporting and "all work orders" versus "only mine" are each their own switch.
What tax does it handle?
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GST, HST, PST and QST for Canadian provinces, and state rates for the US — applied correctly for where the shop operates, shown separately on every invoice, with your registration numbers on the printed document.
Does it connect to QuickBooks Online?
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Yes — connect once and customers, invoices, payments, vendors and purchase orders sync automatically, in every plan. No add-on, no upgrade tier. Anything that fails to sync lands in a list you can retry rather than disappearing quietly.
Can I email estimates and invoices to customers?
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Yes. From the work order or the invoice, send the customer the same PDF you would print, in your shop’s name, with replies coming to your shop’s email. You can see whether it was delivered or bounced, and customers can stop the emails with one click.
Can inspections include photos?
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Yes. A technician can photograph any inspection point or damage mark straight from their phone, up to eight each, and at handover the arrival photos sit beside the new condition report. Photos are stored privately in Canada, and the camera’s location data is removed before they’re saved.
Does it track how long a job actually took?
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Yes. A technician taps Start on a job and Stop when done, or switches to the next job with one tap. Each job line shows actual hours against the estimate, and the technician report shows clocked hours, booked hours and efficiency per person. It is management information: it never changes a price, and customers never see it.
Can a service carry its parts, like an oil change at one price?
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Yes — that is a canned job. Build the service once with its parts and quantities, and choose whether the parts are charged on top at their own price or included in the service price. Every time the job is added — by hand, from an inspection finding or at check-in — the parts come with it, reserved and priced like any other.
Does it text customers?
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Not yet. Approval links and reminders go by email today. Text delivery to customers who agreed to it at check-in is built and switches on once carrier verification completes; STOP replies are honoured. There is no two-way texting inbox, by design.
I run more than one shop. Can I use one login?
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Yes — one email can belong to several workspaces, and you pick which shop you’re working in when you sign in. Each shop keeps its own data, staff and permissions.
What if my team grows past 100 people?
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That's Enterprise — priced for your team specifically rather than a fixed tier. Contact us and we'll set it up.
Can I change plans later?
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Yes, at any time — the four tiers differ only by how many seats they include, not by feature. Move up or down as your team changes.