Services & Products
Your catalog — organized by category, priced by vehicle & condition
📣 Campaigns & Events
Reach past customers with a personalized email or text — Claude writes each one using their name, vehicle, and last visit.
⭐ Memberships
Monthly maintenance members — visits left, next visit, billing problems, and member booking hours.
Settings
Business Info
Used to pre-fill SMS quote messages sent to customers.
Customer & Vehicle Data
Powers Customers and Vehicles storage (read / write / delete).
If some records show on this device but not others (e.g. after a large import), push everything from this device up to the Sheet. Safe — it only adds/updates, never deletes. Retries failures automatically.
Download a complete backup of everything on this device (customers, vehicles, jobs, services, settings). Used for migrating to a new database.
🧪 Test Mode
Turn this on to safely try things out — creating jobs, adding photos, testing the booking flow.
Everything you make while it's on is tagged as test data, hidden from your real lists,
and can be wiped in one click with nothing left behind.
🧪 Open Test Booking Page
Opens the public booking page in test mode. Any booking made there becomes a test job (tagged test data) — safe to practice with, and removed when you delete test data.
Calendar
Powers Google Calendar sync. Can be the same script or a separate one.
Your Public Pages
What customers actually see. Open any of these to check how they look.
Quote Branding
Shown on quotes you text to customers.
Logo
Shows in the top-left in place of plain text. Build your color theme straight from it.
Email Banner
A wide image shown at the top of your campaign emails. Upload, then zoom & crop to fit.
Color Theme
Accent Color
Changes buttons, active states, and highlights throughout the dashboard.
Sales Tax
Applied to taxable jobs and quotes. Toggle per-job with the "Charge sales tax" checkbox.
Deposit requested when a job is booked in the app or from the online booking page. A percentage is figured from the job's total (with tax).
Three buttons the customer sees when paying the final total. Leave the type as "No tips" to skip asking entirely.
Option 1
Option 2
Option 3
The customer can also enter a custom amount or skip the tip. 100% of tips go to the tech.
Condition & Size Multipliers · Add-On Rates
These drive configurable add-ons (Paint/Glass Correction, Shampoo, Pet Hair, Leather, Headliner, Pickup) and inspection re-pricing. Light and Small are the 1.00× baseline. Changes apply to new pricing immediately — saved jobs keep their quoted prices.
Customer Submission
Toggle which fields must be filled before a customer can be saved.
Vehicle Submission
Required fields when adding a vehicle.
Package Submission
Required fields when creating a package.
Job Creation
What must be filled in before a job can be saved.
Quote Creation
What must be filled in before a quote can be saved. Quotes have no date or time.
Work Days
Work Hours
Capacity
Calendar marks a day full once this number is reached.
Spacing of the start-time buttons when booking a job.
Days Off & Holidays
Specific dates you won't be working. These show as unavailable on the calendar.
Team Members
Owner: full access. Manager: catalog, prices, customers, settings. Technician: customers & appointments only.
Permission Matrix
Check what each role is allowed to do. Owner always has full access. Employee management is Owner-only.