Shop branding
Logo, shop name, phone, email, invoice reply-to, and customer-facing portal identity.
Onboarding
Get the shop running without dragging the counter through chaos.
TorqueLedger onboarding covers trial access, shop branding, customer and vehicle import planning, invoice workflow, payment options, messaging, backups, and staff training notes.
Setup path
From trial account to working counter flow.
The goal is not to dump software on the shop. The goal is to make the first real job easier to handle than the old process.
- AccountCreate the shop account, staff access, shop profile, logo, reply-to email, and permissions.
- ImportReview customer, vehicle, and invoice exports before applying records to the shop account.
- WorkflowSet up intake, inspection, estimate, approval, invoice, payment, and declined-work follow-up steps.
- TrainUse onboarding notes and SkillCoach starter training to help staff repeat the new workflow.
What gets configured
The important shop pieces before go-live.
Customer import
Guarded CSV review before customer, contact, vehicle, and service records are applied.
Payment workflow
Manual payments, cashout, card-on-file consent, e-transfer notes, Stripe billing, and processor handoff.
Messaging
Fastmail and Twilio settings, reply routing, outbox review, retry, and manual completion workflow.
Staff controls
Secure login, password reset requests, temporary-password handling, roles, and account setup checklist.
Backups and readiness
Data preservation, audit history, public health, production smoke, mobile QA, and Postgres cutover readiness.
Launch plan
A practical first-month setup path.
Day 0
Discovery: current software, users, payment methods, accounting needs, import files, and the workflow that hurts most.
Day 1
Shop profile, branding, tax rates, labor rates, user roles, payment methods, and message templates.
Days 2-5
Customer/vehicle import review, duplicate handling, sample repair orders, approval templates, and invoice handoff checks.
Week 1
First live repair orders, approvals, invoices, payments, reminders, and owner review rhythm.
Week 2-3
Payments/messaging cleanup, QuickBooks/export closeout, declined-work follow-up, and daily schedule review.
Week 4
Staff workflow review, reporting cleanup, backup/export plan, and next integration decision.
Start onboarding
Start the two-month trial or reserve Founding 50.
Send your current setup and we will map the cleanest launch path.
Workflow note
How this page fits the shop workflow.
TorqueLedger pages are organized around practical service-counter work: finding the customer, opening the vehicle record, documenting the inspection, explaining the estimate, recording the approval decision, creating the invoice, collecting payment, and queuing the follow-up. That structure helps a small repair shop keep daily work moving without losing owner visibility.
Use this page as one part of the operating map. The related feature, approval, invoice, payment, onboarding, and reporting pages show how each action connects back to the same customer and repair order record.
Workflow library
New checklists for the problems that leak time and money.
TorqueLedger now has practical guides for parts margin leakage, customer approval proof, no-show appointment policy, and shop workflow checklists.