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.
Start onboarding
Start the two-month trial or reserve Founding 50.
Send your current setup and we will map the cleanest launch path.