Settings that change work and customer documents

Everything below is reached from Settings — inside Settings & help, the gear at the foot of the rail. It lists the settings you can open in eight plain sections: Shop, Team, Pricing and labor, Payments, Messaging, Documents, Integrations and Billing. Search covers page names, descriptions and the doors outside the settings folder, so tax finds Sales tax and roles finds Team. Once you are inside, the same eight sections stay down the left with the one you are in opened, and the search box moves to the top of that column. Settings your role cannot open are left out.

Less common setup sits at the foot of the section it belongs to: custom fields, profit centers, tire storage and brands and vehicle types under Shop; commissions and payroll export under Team; labor matrices and inventory defaults under Pricing and labor; and the API and webhooks used to connect other software under Integrations. Each row says in one line what it is for.

Each screen opens with one line saying what it is for, and every block has a picture and a short name; press Why? under it for the reasoning. On a screen that is one form, Save stays pinned to the foot of the window while you scroll. When you press Save the screen stays where you were, and a short banner at the foot of the window repeats what the screen says under its title.

These screens need shop-settings access. They change future pricing decisions or the next time a customer opens a document; they do not silently rewrite a ticket's frozen money or complete a checklist on anyone's behalf.

Service cards

Open service cards condensed is under Your profile › Service cards.

Cost and margin

Show my cost and margin and What an hour of labor costs this shop are under Settings › Labor rates.

Customer copy

Customer copy is under Settings › Estimate & invoice look.

Language

Default customer language is under Settings › Shop info.

Brands and vehicles

Part brands and Vehicle types are under Shop › Brands & vehicle types.

Inspection review

Inspection review, including Require a reviewer before sending and Require photos on red items, is under Settings › Inspection templates.

Eight other screens ask an owner or a manager to keep a second factor before they open: QuickBooks, Connect other software, Card payments, Commissions, Payroll export, Sign-in & security, Let support in, Text messages. While no passkey or authenticator is on your account, opening one takes you to setup. Set up an authenticator in Settings > Two-factor authentication, or keep a passkey on your account, and all eight are available. Nothing in this article is one of them.

Name your labor rates

1. 1

   Step 1: Open Labor rates

   Go to Settings › Labor rates and press New rate.

   
2. 2

   Step 2: Type a name and the rate

   Fill in Name and Rate ($/hr), then press Create labor rate.

3. 3

   Step 3: Let something use it

   A new rate prices nothing until a canned service, a customer or an advisor picks it. Changing a rate never changes a service already on a repair order.

Make a labor matrix

1. 1

   Step 1: Open Labor matrices

   Go to Settings › Labor matrices and find Add a matrix.

   
2. 2

   Step 2: Name it and choose what the rate varies by

   Fill in Name, then choose The rate varies by.

3. 3

   Step 3: One rate per line, then create it

   Under Rates, type one line per rate. A last line of * is the rate for everything not named. Press Create matrix.

Add a sales tax

1. 1

   Step 1: Open Sales tax

   Go to Settings › Sales tax and find Add a tax.

   
2. 2

   Step 2: Name it and give the rate

   Fill in Name and Rate (%), and tick the kinds of line it reaches.

3. 3

   Step 3: Press Add tax

   Press Add tax. The next repair order charges it. Estimates already sent and invoices already issued keep the tax they printed.

Parts markup

1. 1

   Step 1: Open Parts markup

   Go to Settings › Parts markup and find Shop pricing.

   
2. 2

   Step 2: Set the bands

   Give each band a cost ceiling and a markup. Use * as the last ceiling.

3. 3

   Step 3: Save the bands

   Press Save shop bands. Parts already on a repair order keep their price.

Open Settings > Parts markup. Pick the Shop default, or create a named matrix for another pricing policy. Each band has a cost ceiling and markup percentage; the editor shows the computed margin and lets you try an example part cost before saving. Use an asterisk as the final ceiling. Rows sort by ceiling and cannot overlap or leave gaps.

Under the picker are the shop's own bands — what every part prices through when no named matrix is the default. They used to be edited in a box on the parts page; they are here now, in the same band grid, so a markup is changed in one place. Parts still prints them in its Pricing matrix panel with a link back here, because what the Retail column is priced from is worth reading beside the shelf.

A part line already on a repair order keeps the price it was quoted at. Choosing another default changes later pricing, not that line. A customer-specific matrix, when one is assigned, wins over the shop default — and you assign one on that customer's own record: open them, and in the Details panel on the right press Change matrices under Pricing and labor matrices, then choose the account's Parts price level. The same group carries the labour matrix. Leave either on the shop's default and the account prices the way everybody else does.

An item under Assistant suggestions is a draft based on sold part lines with known, non-zero cost. Demo and test sales are left out. Read the current band, proposed band and evidence, then press Confirm band changes or Discard suggestion. Nothing changes just because the draft exists.

E-signatures

1. 1

   Step 1: Open E-signatures

   Go to Settings › E-signatures and find Require a signature.

   
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   Step 2: Tick what the customer signs

   Tick Estimates, Invoices or Inspections. Each one asks for a typed name.

3. 3

   Step 3: Save

   Press Save signature requirements.

Open Settings > E-signatures. The Estimates switch decides whether portal approval requires the customer's typed name. It starts on. Turning it off permits a recorded click-approval without a name. The drawn signature pad is optional either way and is never allowed to block a customer's decision.

The Invoices and Inspections switches start off. Turning one on makes that customer document ask for a typed name in the portal. The signed state keeps the signer and shop-zoned time, refuses a second signature and warns rather than claiming verification if the document no longer matches the copy that was signed. The full workflow is in Signing invoices and inspections.

An estimate link shows a signed receipt only after Torqix has recorded the authorization. The link's expiry protects that receipt as well as the unsigned estimate; after it expires, the customer is told to ask the shop for a fresh link. The expired page still offers the visit link, which stays readable — progress, the inspection and the promised time — but stops accepting replies at the same moment the estimate lapses, so an expired link is never offered as a way to message the shop.

On an estimate, invoice or visit link, the reply-received banner appears only after a real reply was stored, and only for the browser that sent it. Typing a success-looking value into the address cannot invent the banner. If the browser retries the same submission, Torqix records it once; if that retry carries changed words, it refuses the mismatch and asks the customer to reload and send again.

Document footers

Open Settings > Estimate & invoice look and find Footers. Estimate footer, Invoice footer and Inspection footer each appear at the end of their matching customer document. Leave one empty and that document ends without an added footer.

The customer links render documents fresh. After Save template, an estimate or invoice already sent uses the current template the next time its link is opened. Fees print as their own named rows on a repair order, under their service or in the order-fees section. The footer changes words only; no setting on the template changes a total, tax, payment or balance.

A field left empty is not always a blank line. Where Torqix ships suggested wording for one, the field is marked Torqix default and the grey text in the box is what your customer will actually read. Type your own to replace it, and clear the box to go back to ours.

Terms

On the same page, Terms holds the long block that prints at the very foot of an estimate or an invoice. Print terms on estimates and Print terms on invoices are separate switches, and both start off: with a switch off that document prints no terms block at all, not even a heading. Torqix suggests wording you can use as it stands or replace with your own.

Six placeholders in the text fill themselves in when the document prints, so the same wording is correct for every shop: your legal name, the customer's message channel, and the three figures beside the boxes — Courtesy storage, Storage per day and Late charge a month. Change a figure and every sentence quoting it changes with it.

The QC and invoice-detail gates

Open Settings > Shop settings and find QC checklist. Enter one check per line. When the list is not empty, every item must be ticked before a ticket can move from QC to Ready. A manager can move it with a typed reason instead; the audit trail keeps that bypass. Empty the list to remove the gate.

On the same page, Required before invoicing can require mileage in, a customer phone number, a customer email or the vehicle VIN. A blocked invoice names the missing facts. An owner or manager may continue with a typed reason, which is recorded. Leaving every choice clear adds no gate.

The two order-checklist gates

1. 1

   Step 1: Open Order checklist

   Go to Settings › Order checklist.

   
2. 2

   Step 2: One item per line

   Type what must be done under Estimate becomes a repair order and Repair order becomes an invoice.

3. 3

   Step 3: Press Save checklist

   Press Save checklist. An empty list asks for nothing.

Open Settings > Order checklist. Put one required item per line under Estimate becomes a repair order and Repair order becomes an invoice. The matching conversion form shows those items as checkboxes. An unticked item refuses the move and names what is missing; tick it there, or edit or empty the settings list. An empty list adds no gate.

The order checklist is separate from the shop's QC checklist and its Required before invoicing fields. Unlike those two gates, the order checklist has no typed-reason bypass: tick the item on the conversion form or correct the settings list. It is your own plain-language sign-off at conversion time.

Add an order label

1. 1

   Step 1: Open Order labels

   Go to Settings › Order labels and find Add a label.

   
2. 2

   Step 2: Type the word and pick a color

   Fill in Word, such as Waiting on parts, and choose a Color.

3. 3

   Step 3: Press Add label

   Press Add label. It can be pinned under an order's title, shows on the board card, and the board can filter by it.

Add a profit center

1. 1

   Step 1: Press New center

   Go to Settings › Profit centers and press New center.

   
2. 2

   Step 2: Name it and create it

   Type a Name, such as Tires, and press Create profit center.

3. 3

   Step 3: Put repair orders under it

   A new center changes no repair order until somebody assigns it to one. Sales by Profit Center then reports under it.

Rank part brands and choose vehicle types

1. 1

   Step 1: Open Brands & vehicle types

   Go to Settings › Brands & vehicle types.

   
2. 2

   Step 2: List your brands, best first

   Under Brands, best first, type one brand per line and press Save brand ranking. The shelf picker ranks parts in that order and hides none.

3. 3

   Step 3: Tick the vehicles you work on

   Under Vehicle types, tick the ones your forms should offer and press Save vehicle types. A type a car still uses cannot be hidden.

Online booking

Online booking is on Settings > Online requests & booking, not under Hours. Publish the work-request form, then tick Online booking. The public page creates a request that a person must review and confirm; it never places an appointment on the calendar by itself. The full setup is in Online booking from your own website.