Setting Up Your Shop | Getting Started

This article will guide you through the initial setup of your ShopController account, focusing on essential shop settings and customization options.

Shop Settings:

• Access: Navigate to Admin Settings > Shop Settings.
• Required Fields:
  • Labor Rate: Set your default hourly labor rate.
  • Part Matrix: Create a default pricing structure for parts using the part matrix feature (covered in the 'Part Matrix' article).
• Shop Info:
  • Logo: Upload your shop logo to appear on invoices and estimates.
  • Shop Name: Enter your shop's name.
  • Contact Information: Add your business email address and phone number.
  • Time Zone: Set your time zone for accurate timestamps on communications and scheduling.
  • Opening/Closing Hours: Define your shop's operating hours for calendar availability.
• Optional Settings:
  • Billing Info: Enter your billing information if needed for future transactions.
  • Next Part Settings: Configure your integration with Next Part (if applicable).

Additional Customization:

• While the above steps cover essential setup, ShopController offers various customization options to tailor your account to your specific needs.
• Explore the other settings and features within the Admin panel to personalize your job board, statuses, customer profiles, and more.
• Remember to save your changes after making any customizations.

Tips:

• Use descriptive names for your labor rates and part matrices for easy identification.
• Regularly review and update your shop settings to reflect any changes in your business or workflow.
• Consider seeking guidance from the ShopController support team or knowledge base for more advanced customization options.