Creating an estimate from anywhere
Open one estimate setup, choose or add the customer and vehicle there, write the first concern if you have it, and start the ticket.
Service advisor · Owner · Manager · checked 2026-09-01
The board, My day, the schedule, inspections, parts — the work itself.
Open one estimate setup, choose or add the customer and vehicle there, write the first concern if you have it, and start the ticket.
Service advisor · Owner · Manager · checked 2026-09-01
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 2026-09-08
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.
Technician · Anyone assigned repair-order work · checked 2026-09-07
Use Comms for everything said or completed around one order, and Activity for the order's newest-first audit sentences.
Service advisor · Owner · Manager · checked 2026-09-01
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 2026-09-10
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.
Service advisor · Owner · Manager · checked 2026-09-15
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 2026-09-15
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 2026-09-15
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 2026-09-07
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 2026-09-15
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 2026-09-15
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 2026-09-05
Find the PDFs Torqix already made and the quotes, tech sheets and how-tos your shop brought in.
Anyone · checked 2026-09-15
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.
Technician · Service advisor · Manager · Owner · checked 2026-09-15
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 · checked 2026-09-23
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.
Owner · Manager · Service advisor · Parts · checked 2026-09-14
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.
Service advisor · Technician · Owner · Manager · checked 2026-09-06
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 2026-09-15
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 2026-09-15
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 2026-09-08
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 2026-09-08