How it works, and where it stops.

What Torqix asks for, what you get, and what happens the first time you sign in.

Put who and where your shop is in Shop info, your labor rate in Labor rates, your taxes on the sales tax list, hours and capacity in Hours, and the words on your invoice before the first real job.

Adding somebody creates their account immediately and shows a temporary password for a few minutes. That password cannot open the account — the teammate requests a reset link at sign-in, then chooses a private password.

Customer, then car, then estimate, then approval, then invoice, then payment. Roughly ten minutes the first time.

A dark rail of the places you live in, a second column of everything else beside it, and one keyboard shortcut that skips both.

Pay monthly by card, review the plan and its dates, or schedule cancellation from Plan & billing; Manage billing keeps the card, invoices and receipts.

One New estimate screen: choose Estimate or Quick quote, find or add the customer and car, then write the first concern and create it.

What each tab of the order screen is for — services, summary, inspections, time, parts and files — and how to send it, take a payment and refund one.

Set the shop's month and mileage term once. Write-up then points to past paid work that is still inside both limits.

Columns, List and Parts & Tires show the same live work from different angles, with your board lens saved for your next visit.

Your assigned repair-order work, the car you are clocked onto first and then in promise order, with the live punch, job approvals, open inspections and the next safe action in one bay-sized view.

A technician sends an unpriced request from the ticket, then an advisor either turns it into an ordinary priced line or declines it with a note.

Use Message for everything said to and by the customer, and Activity for the order's newest-first audit sentences. Activity is in the order's rail and under Summary, a page at a time for the whole trail.

Keep the customer's questions in the order they raised them, show which job or short note answers each one, and review the open list before invoicing or closing.

Walk round the car one photo at a time on your phone, mark the damage that was already there, tap through fuel, mileage, warning lights and keys, and keep a record nobody can change afterwards.

Book, change and move appointments on the day, week and month calendar, request and answer time off, make closed time visible, and set the hours and bay capacity that new bookings must obey.

See how the shelf is filed, how many parts sit under each category, and rename a category without changing past sales.

Fix the quantity of up to eight parts under one reason, and read back every correction the shop has made.

Count one bin, one vendor, one category or the whole shelf, see what disagreed, and post the differences to your stock.

Print scannable labels for one part, everything in a bin, or every bin front, on a label roll or ordinary address sheets.

Make a private link that shows the shop schedule in Google, Apple, Outlook or another calendar, and reset it if it gets out.

Keep the torque figures and labor times your shop has measured, mark the ones you stand behind, and see what people looked up and could not find.

Put tires on the rack, find a size, quote three options, and sell tires from the rack onto a repair order with their DOT week on the line.

Turn on a public page that shows your real open times, link it from your own website, and confirm every request yourself before it touches the calendar.

Compare two cars with the same VIN, move one car's whole history into the record you keep, and understand the 30-day undo.

Keep the parts shelf useful, price from markup bands, place purchase orders and record each delivery against its line.

When the shop requires it, a customer types their name on a portal invoice or completed inspection and the signed state becomes immutable evidence.

When you tell a customer the car goes home, write it down. The board then flags what is late or heading that way — and says 'unknown' when it genuinely cannot tell.

Every service on an order is one card: its total, its authorization and Approve and Decline on top with everything else in one menu, its labor and parts as tables, and one line at the foot to add more and read its total.

Keep a service on your ticket and off the customer's estimate — the shop total still carries it, their copy and its totals do not, and it cannot be invoiced until you show it.

Approving work means typing a name. Drawing one as well is optional, adds evidence, and is never allowed to be the only way in.

Find the PDFs Torqix already made and the quotes, tech sheets and how-tos your shop brought in.

Clock in against a job or shop time, read today's punches and your week, and use the manager-only correction trail when a saved punch needs to change.

The time log says whether each end of a shift happened at the shop, how far away it was, or that no position was shared — and no punch ever waits on one.

Canned services can be renamed and their recipe lines edited or removed, the vendor book is searched and each vendor is changed from its row's Edit panel, and every inspection template says when it was made.

A car's History tab gathers mileage, tire readings and findings. Its Tires section shows every tread and pressure reading, one row per visit and one column per wheel, newest first.

Vehicle findings keep an observation with the car after the visit ends, until somebody resolves it. Both screens sit behind a customer key, so a technician's findings arrive here through the inspection sheet.

Fix a VIN, plate, colour or unit number on the car's Vehicle info tab. History > Mileage log lists every odometer reading, including the one written on each ticket.

Build the checklist, record findings and photos at the car, and let an advisor choose which problems become work.

One box takes all three. It asks your own records first, so a car you already know never gets added twice — and it says plainly when a plate cannot be looked up.

Repair orders lists every repair order and counter sale the shop has written — what is on the board and everything that has left it — with status tabs that count what they hold, one search box, a date range and an export of what you see.

On a repair order the hours, rate, quantity, price and every note box save themselves and the top right says so. Settings pages, message boxes and the Notes tab still need the button.

Role is what they do. Can see costs and pay is the one everyday switch for what they see.

Text a customer a pay link; they pay the invoice by card on Stripe's page and the payment lands on the order by itself.

Set a fixed or percentage deposit on authorized work, record what the customer pays, and let the next invoice apply it automatically.

Put a saved fee on every new service or once on every order, with an optional minimum and maximum. Draft prices stay current; approved prices stay frozen unless a rise reopens approval first.

Set a dollar and a percent ceiling per role. Under it the discount applies at once; over it nothing comes off the ticket until somebody with the key says yes.

Set up a coupon once with a name, a code, dates and what it takes off, then apply it from the order in one step. It still goes through your discount limits.

A standing discount and a labor rate of their own, set once on the customer record, so every new order for that account starts at the price you agreed.

Add the ways customers pay you, say when an invoice falls due, and choose how card and cash prices show on estimates and invoices.

Open the till with a counted float, record cash moving in or out, close against the expected amount, and read the frozen Z-report.

See what is still owed, what is overdue and what came in, with the totals over the table, and take a payment in one press.

Schedule repeat work as a repair-order draft without issuing an invoice or contacting the customer.

Issue an invoice at zero for a warranty redo, a comeback or a goodwill job. The customer is billed nothing; the shop's cost stays in the numbers.

A counter sale gets a read-only receipt at its own link — no login, no expiry, and revoking is the only thing that ends it.

Enter a payment once — a fleet's cheque or a customer settling several invoices — and let it run down the open invoices oldest first, or direct an exact figure at particular ones.

Keep an overpayment or a refund on the customer's account, then use it on a later invoice. Only a person can do it, and the reports count the money once.

Withdraw an invoice without erasing its history, then issue one linked replacement from the order as it stands now.

A dated, numbered document of what an account owes. Its figures do not change after issue. Any customer, not just fleets.

Assemble everything on file about a disputed charge into one frozen packet you can print — and get told, in writing, what was not there.

Parts and labour cost against what you sold, job by job on the ticket — and a plain refusal, never a zero, when a cost is not on file.

Pay the clock, pay the book, or pay the better of the two — and decide how a job shared between technicians divides.

Keep a customer's active contact details accurate without mistaking a retired phone or removed email for something the 30-day trash can restore.

Turn on one automatic reply that tells anyone who writes after hours when you open next, in your own words.

Type an email address or phone number and read every consent decision on record for it, even if the customer record has gone.

Follow-ups gathers declined work and, when you choose a threshold, files inactive estimates off the board without changing or losing them.

Write down a call or errand on the customer, work open tasks from People to call, and keep the completed record with the person.

The messages badge counts shop conversations awaiting a person, while the bell keeps a separate feed of events you have not seen.

Compare two customer records, choose what survives, keep their history and contact details, and understand the 30-day undo.

A fleet's record in one place: its numbered units, every order with its PO, the live statement and one-cheque payments, payments taken, maintenance, and the account's terms.

Choose the words, any photos or files, one channel, and a future time in your shop's timezone; the conversation shows who scheduled it and lets a person cancel any time before it leaves.

Your own words, sent when something happens and nobody presses send. Every one is off until you switch it on, texts only go to numbers with permission, and one switch pauses them all.

Draft one bounded text or email campaign from a saved segment, inspect every recipient, approve the audience separately, then send in person-run batches with live consent checked each time.

Save a few lines, one photo, or a short MP4 on the ticket, send its private link through the customer conversation, and see when it was viewed and answered.

Torqix texts a number only once the customer's consent is recorded. Record it one customer at a time on their Customer info page, or for many customers at once from Settings › Text messages.

Send from the customer's conversation after consent is on file, find replies in the same place, and file replies that Torqix cannot safely match to one customer.

A private link that gives a customer their own service history, paid invoices, shared inspections and what is due next — with no account to create.

The three pages a customer opens from your links — approving an estimate, their glovebox and booking a visit — and what they press on each.

Publish the work request form, put its link where your customers are, and every request becomes its own order at the top of your Workflow board — until somebody takes it.

Read what a customer sent, start the one estimate that belongs to it, book the work when it is ready, or leave a clear human verdict.

Two worklists between visits, plus separate opt-in automatic events for due cars and paid-in-full review asks. Both automatic switches start off and keep the same consent and safety stops.

One customer's whole conversation opens at the side of the screen: the messages fill it, one mark per channel says whether each send went, the reason waits in a tooltip, and two small toggles say where the next message goes.

A photo attached in the conversation goes with the text and with the email, the full-size one stays on the conversation for your team, and Torqix tells you when a carrier will squeeze it or cannot carry it.

Message templates are the lines you say twenty times a week, written once, with fourteen placeholders the product fills in from the customer, the car, the ticket, your letterhead and your work request form.

Six figures across the top, each against the last period, then who owes the shop, which invoices are largest and who is booked next, plus one link to the open work.

One organization-wide view of work, sales and receivables, with fleet and individual money separated and ratios recalculated from the underlying totals.

The reports a shop uses on one page, grouped by the question each answers, with related views and detail kept together.

Choose a live report's delivery rhythm and date window, see when it will run, resume a paused delivery, or unsubscribe.

How much of the quoted work customers said yes to — by ticket and by value. Built so that revising an estimate can neither manufacture a lost sale nor make a declined one disappear.

What an hour of billed labor actually sold for — labor sold divided by the hours billed — where to read it, and why an older month says Not recorded.

Every promise that came due in a window: what was first said, every move and its written reason, and — only where the record can prove it — whether it was kept.

Add the shop’s physical work bays, order them across the board, set their bookable minutes, and take retired bays off new bookings without erasing history.

Name the board's lanes in your own words, split a stage into several lanes, reorder them and hide the ones you do not use. Each lane belongs to one of the six stages, and the stage still decides what a move needs.

Turn on tire storage, map each warehouse shelf, receive customer sets, bill a storage fee, and keep an arrival-to-departure ledger.

Set part-pricing bands, estimate signature rules, document footers and the two checklists that stop a ticket before it changes document.

Choose a shop-wide minimum, override it on individual parts, and understand when a low-stock alert rearms.

Review, edit, and turn on the legal papers your shop keeps ready for customers.

One list for the lease, fleet accounts, suppliers, insurance, software and staff contracts, with the signed PDF on each, a reminder before the notice or end date, and a history nobody can rewrite.

Torqix sets up your shop's texting. Settings › Text messages shows whether it is on, your sending number and carrier registration, and sends a test text to your own phone.

Torqix can get your shop its own local texting number and register it with US carriers. Ask support; there is no account to open and nothing to paste.

Three sizes for the whole interface, set per person. Bay is for a tablet on a cart with gloves on: it grows the buttons, and text size is a separate control.

Add typed text, number, date, choice, checkbox or long-text boxes to repair orders and customers.

Choose which kinds appear in your notification bell and on the Notifications page.

Ask for days away from the time clock, see where your request stands, and approve or decline requests as a manager.

The permission matrix is yours to edit, one key at a time, for this shop. Six keys and the owner column never move.

Three controls on a person's card: send them a link, end their sessions, or stop their password working until they choose a new one.

Connect an authenticator, save the one-time recovery codes, trust or revoke a browser, and turn two-factor off safely.

Add, name, use, and remove the passkeys that belong to your Torqix account.

Support can read the shape of your account and cannot change a thing in it — unless you hand them a code and a time limit yourself.

Torqix platform staff enroll a tester from the admin tenant page. The tester reads what is recorded and what never is, presses I understand, and is then recorded with PostHog, with every customer detail blanked out, until they pause.

It can look anything up on its own. Anything that would change your shop — including a text, a note, a job, an estimate or a pricing matrix — comes back as a draft for a person to review.

Ask it product questions in plain words — how do I invite a technician, where do deposits live, can Torqix take card payments. It answers from these help articles, names the article it used, and says so honestly when the answer is that a feature is not built.

Choose what the receptionist says and may do, which languages it speaks and the voice callers hear, read the work a caller left behind, and understand what callers hear first, how it answers when asked if it is a person, and the human fallback around every call.

A technician says what they found, the assistant sorts it into cause and correction, and nothing reaches the job until a person presses confirm.

Each service on an estimate can carry three short parts — what you found, why it matters, and what waiting means — drafted for you and sent only after you approve them.

Connect to Shopmonkey with an API key or bring CSV exports from any system. Both paths preview before writing; their boundaries and undo rules differ.

Records sent to Trash can be restored for 30 days. A directly retired phone or removed email never goes there and has no undo.

Open More, then Help & support, to search the manual, report the visible path, open tickets and see a system warning when something is wrong.

Seven kinds of change to a repair order and one to a customer record can be put back, from the strip that records them. Everything else says, in a sentence, why it cannot be.

Download the shop data you can carry away, know what the archive deliberately excludes, and do not confuse that export with an off-provider disaster-recovery backup.

The shop's record and inventory lists show exact totals, use 50-row pages, sort before paging and keep the view in the URL.

Give an integration only the API scopes it needs, keep the one-time key safe, and receive signed webhook notices without exposing customer details in their bodies.

The pairs that sound interchangeable at first: repair order and quote, job and line, promised and due, estimate and invoice, ready and paid, follow-up and finding.