Creating an estimate from anywhere
One New estimate screen: choose Estimate or Quick quote, find or add the customer and car, then write the first concern and create it.
Service advisor · Owner · Manager · checked 2026-10-22
Running the day
The board, My day, the schedule, inspections, parts — the work itself.
Working a repair order, tab by tab
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.
Owner · Manager · Service advisor · checked 2026-11-03
Seeing warranty coverage when a car comes back
Set the shop's month and mileage term once. Write-up then points to past paid work that is still inside both limits.
Owner · Manager · Service advisor · Front desk · checked 2026-10-28
The board and its three views
Columns, List and Parts & Tires show the same live work from different angles, with your board lens saved for your next visit.
Service advisor · Owner · Manager · Technician · checked 2026-10-21
Working from My day
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.
Technician · Anyone assigned repair-order work · checked 2026-11-01
Asking for a part or more work from the bay
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.
Technician · Service advisor · Owner · Manager · checked 2026-11-01
Reading a ticket's conversation and Activity
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.
Service advisor · Owner · Manager · checked 2026-10-22
Keeping every customer concern answered
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.
Service advisor · Owner · Manager · checked 2026-10-31
Taking arrival photos when a car is dropped off
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.
Service advisor · Technician · Owner · checked 2026-11-03
Using the calendar and opening hours
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.
Service advisor · Technician · Owner · Manager · checked 2026-10-27
Seeing and renaming your part categories
See how the shelf is filed, how many parts sit under each category, and rename a category without changing past sales.
Owner · Manager · Parts · checked 2026-11-06
Correcting several parts at once
Fix the quantity of up to eight parts under one reason, and read back every correction the shop has made.
Owner · Manager · Parts · checked 2026-11-06
Counting the shelf with a cycle count
Count one bin, one vendor, one category or the whole shelf, see what disagreed, and post the differences to your stock.
Owner · Manager · Parts · checked 2026-11-06
Printing barcode labels for parts and bins
Print scannable labels for one part, everything in a bin, or every bin front, on a label roll or ordinary address sheets.
Owner · Manager · Parts · checked 2026-11-06
Seeing the schedule in your own calendar
Make a private link that shows the shop schedule in Google, Apple, Outlook or another calendar, and reset it if it gets out.
Owner · Manager · Service advisor · checked 2026-11-06
Your shop's own torque specs and labor times
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.
Owner · Manager · Service advisor · checked 2026-11-06
Stocking, quoting and selling tires
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.
Owner · Manager · Service advisor · Parts manager · checked 2026-11-02
Online booking from your own website
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.
Owner · Manager · checked 2026-11-03
Merging two records for the same car
Compare two cars with the same VIN, move one car's whole history into the record you keep, and understand the 30-day undo.
Owner · Manager · Service advisor · Front desk · checked 2026-10-28
Taking a part from the shelf through receiving
Keep the parts shelf useful, price from markup bands, place purchase orders and record each delivery against its line.
Parts manager · Service advisor · Owner · Manager · checked 2026-11-03
Signing invoices and inspections
When the shop requires it, a customer types their name on a portal invoice or completed inspection and the signed state becomes immutable evidence.
Owner · Service advisor · Manager · checked 2026-09-25
Promised time, and how late risk is worked out
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.
Service advisor · Owner · Manager · checked 2026-10-28
Working a service card
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.
Owner · Manager · Advisor · checked 2026-10-31
Holding a service back from the customer
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.
Owner · Manager · Advisor · checked 2026-10-31
The customer's signature, typed and drawn
Approving work means typing a name. Drawing one as well is optional, adds evidence, and is never allowed to be the only way in.
Owner · Service advisor · checked 2026-09-25
The document library
Find the PDFs Torqix already made and the quotes, tech sheets and how-tos your shop brought in.
Anyone · checked 2026-09-25
Using the time clock
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.
Technician · Service advisor · Front desk · Manager · Owner · checked 2026-11-02
Where a punch was made
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.
Owner · Manager · Technician · Service advisor · Front desk · checked 2026-10-21
Your menu, your suppliers and your checklists
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.
Owner · Manager · Service advisor · Parts · checked 2026-11-03
What this car's tires have measured
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.
Service advisor · Technician · Owner · Manager · checked 2026-10-31
Keeping what you found with the car
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.
Service advisor · Owner · Manager · Front desk · checked 2026-10-21
Correcting a car's details, and where its mileage comes from
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.
Owner · Manager · Service advisor · Front desk · checked 2026-10-31
Taking a digital inspection from checklist to estimate
Build the checklist, record findings and photos at the car, and let an advisor choose which problems become work.
Technician · Service advisor · Owner · Manager · checked 2026-11-03
Finding a car by plate, VIN or year, make and model
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.
Service advisor · Owner · Manager · checked 2026-11-02
Finding any repair order, open or long closed
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.
Service advisor · Owner · Manager · checked 2026-10-22
What saves by itself, and what still needs Save
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.
Owner · Manager · Service advisor · Technician · checked 2026-09-25