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 on the Profile, labour pricing and tax in Shop settings, hours and capacity in Schedule settings, and the words on your invoice before the first real job.

Adding somebody creates their account there and then and shows you a temporary password once. That password cannot open the account — the teammate finishes through a reset link sent to their own email.

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.

Open one estimate setup, choose or add the customer and vehicle there, write the first concern if you have it, and start the ticket.

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 in promise order, with the live punch, job approvals, open inspections and the next safe action in one bay-sized view.

Use Comms for everything said or completed around one order, and Activity for the order's newest-first audit sentences.

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.

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

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.

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.

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 your own week, type in a shift that never got punched, and close a punch somebody left open — every change carrying a reason and a before-and-after record.

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 group themselves by category and price at today's rate, the vendor book is searched and edited in the row, and every inspection template says when it was made.

A car's Tires tab gathers every tread and pressure reading its inspections have taken, 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.

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.

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 decides what somebody can do. Money visibility decides what they see — and it is four separate switches, not one.

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.

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

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 fleet's payment once and let it run down the open invoices oldest first, or direct an exact figure at particular ones.

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, frozen the moment it is issued. Any customer with a balance, 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.

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

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.

Choose the words, 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.

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.

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.

Publish the work request form, put its link where your customers are, and turn what strangers send into customers — one human press at a time.

Two worklists between visits — cars overdue for service, and paid tickets worth a review ask. Torqix writes the words; a person reads them and presses send, every time.

One customer's whole conversation opens next to the order, with a chip per ticket, a mark per channel saying what became of each send, and two switches naming 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 thirteen placeholders the product fills in from the customer, the car, the ticket and your letterhead.

Four short answers at opening time: who owes the shop, which invoices are largest, where the work sits, and who is booked next.

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

The whole report library on one page, grouped by the question each report answers, searched from one box — and the ones your access does not include stay listed and say why.

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.

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.

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.

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.

One switch per kind of notification, set per person, deciding what the bell's number counts — and what a switched-off kind still does.

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.

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.

Add sealed provider credentials, test the receptionist without a call, choose its policy, and understand the consent, message and transcript records a real call requires.

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

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 Help & support in the top bar to search the manual, report the visible path, open tickets and check live system status.

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.

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.