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The fastest way to create an estimate is using the Quick Quote button, available at the top of every page.

1. Click the "Quick Quote" button in the top navigation bar.
2. Fill in the Quote Details: give it a name (e.g., "Turbo Install – 2020 WRX"), select your location, and optionally add a description and customer expectations.
3. In the Client Details section, search for an existing client or click "Create New" to add one on the fly.
4. Select or add the customer's vehicle.
5. Add your parts, labor operations, and sublets (see the separate FAQ below for details).
6. Review your totals, then click "Create Quick Quote" to save it as an estimate, or click "Create WO" to save and immediately convert it to a work order.

Pro tip: Quick Quote auto-saves your progress as a draft, so if you get interrupted you can come back to it.

There are two main ways to create a work order:

1. From Quick Quote: When creating a Quick Quote, click "Create WO" instead of "Create Quick Quote." This saves the estimate and converts it to a work order in one step.
2. From an existing Quote: Open any saved estimate, then click the "Convert to Work Order" button in the top action bar. All parts, labor, sublets, and customer info will transfer automatically.

Once created, your work order appears under Shop Management → Work Orders and can be scheduled, assigned to technicians, and tracked through your workflow stages.

There are several ways to find existing estimates and work orders:

1. Global Search: Use the search bar at the top of any page. You can search by Client Name, Quote Name or Number, Work Order Name or Number, or by client phone number or email. Results include Estimates, Work Orders, and Clients.
2. Estimates list: Navigate to Customer Management in the top navigation and select Quotes. You'll see all your estimates in a sortable, filterable list.
3. Work Orders list: Navigate to Shop Management → Work Orders. Use the list view or Board View to browse. You can filter by status, date, assignee, and more.
4. Client profile: Open any client's profile to see all their associated quotes, work orders, and vehicle history in one place.

Can't find a quote? Make sure you're in the Quotes section (under Customer Management), not the Projects page — they look similar but are different modules.

Within any estimate or work order, you can add items using the inline fields or the "Add Items" button: Using inline fields:

1. Parts: Search for saved catalog items in the part name/search field, or fill out the fields manually for a custom part and click Save.
2. Labor: Search for preconfigured labor operations from your catalog (set up under Catalog → Labor), or enter custom labor details. Rates auto-calculate based on your labor type configuration.
3. Sublets: Enter third-party work (e.g., dyno tuning, alignment) with vendor, description, cost, and price.
4. To edit any item, click directly on the field you'd like to change.

Using the "Add Items" button (for bulk additions):

1. Click the "Add Items" button anchored to the bottom-right corner of the screen.
2. Search for saved parts and labor operations, add items from the labor guide, or create custom items using the empty fields.
3. Use the + and − buttons to add or remove multiple items at once.
4. Toggle "Save to Catalog" to save any new custom items to your catalog for future use.

Note on Sublets: Sublets currently have limited ordering functionality. You can track cost and price, but placing external orders for sublet work is managed outside of Speedpoint.

There are three ways to change the status of a work order: Option 1: From the Work Order Page

1. Open the estimate or work order.
2. Look for the status indicator/dropdown at the top of the page.
3. Click the status to see available workflow stages, then select the new status.

Option 2: From the Work Orders List View

1. Navigate to Shop Management → Work Orders (list view).
2. Find the work order in the list.
3. Click the blue status dropdown on that row and select the appropriate status.

Option 3: From the Work Orders Board View

1. Navigate to Shop Management → Board View.
2. Simply drag and drop the work order card into the appropriate status column.

The typical work order workflow is: Deposit Needed → Scheduled → In Progress → Completed → Delivered (Closed), but this is fully customizable (see "How to manage work order statuses" below). Status changes may trigger QuickBooks syncs, notifications, or other automated actions depending on your settings.

1. Go to Settings → Workflows in the left navigation.
2. Here you'll see your existing workflow(s). Click into a workflow to view and edit its stages.
3. To add a status: Click "Add Stage" and give it a name, color, and position in the pipeline.
4. To reorder: Drag and drop stages to change the workflow order.
5. To delete: Remove a stage (note: you may need to reassign any WOs currently in that status first).

Workflows determine the columns visible on your Work Orders Board View, and they control which statuses trigger actions like QuickBooks syncs or customer notifications.

1. Open the estimate or work order.
2. On the right side of the page, you'll find the Attachments section alongside the activity stream.
3. Click "Add Attachment" or the upload icon.
4. Select your file (images, PDFs, documents, etc.) and upload.

Attachments are stored on the estimate or work order and are visible to your team. This is useful for customer-provided reference photos, build specifications, wiring diagrams, or any documentation related to the job. Client visibility: When adding an attachment, there is an optional checkbox that controls whether the attachment is visible to your client via the Customer Portal. Leave it unchecked if the attachment is for internal use only.

1. Go to Settings → Disclaimers.
2. Use the dropdown in the top left to select the type of disclaimer you want to create: Estimate, Work Order, Purchase Order, or Online Quotes.
3. Click "Create" to write a new disclaimer. Add your legal text, terms, or waiver language.
4. Once saved, the disclaimer will automatically appear on the selected document type.

Disclaimers appear at the bottom of customer-facing documents. You can create separate disclaimers for each document type, so your estimate terms can differ from your work order terms or purchase order terms.

There are two ways to send an estimate to your customer: Option 1: Send Estimate (SMS or Email)

1. From the estimate view page, click the "Send Estimate" button at the top right of the screen.
2. Choose your method of delivery: SMS or Email.
3. Speedpoint will auto-populate the SMS or email with the estimate details — review and send.
4. Your client can approve and pay any required deposits directly from the link (if payment processing is set up).

Email tracking: For estimates sent via email, you'll be able to see when your client has viewed the estimate within the activity stream on the estimate view page. Option 2: Push to Customer Portal If your client has been invited to and accessed their Customer Portal (see "How do I set up the Customer Portal?"):

1. Click the "Send Estimate" dropdown at the top right.
2. Select "Push Changes" from the dropdown menu.
3. This sends a notification to your customer that an estimate has been added to their portal.
4. From the Customer Portal, your client can review, accept, and pay for their estimate.
5. You'll receive a notification within Speedpoint when your customer has accepted and paid.

Labels help you organize and categorize your work orders, quotes, and clients with visual color-coded tags. You can create labels right where you need them — no need to go to Settings first. Creating labels inline:

1. Look for the "Create Label" icon — it's available in the list views of all quotes and work orders, within individual quotes and work orders, and on the Work Orders Board View.
2. Click the icon, give your label a name and color, and save. The label is created and assigned immediately.

Managing labels:

1. To delete, edit, or add additional labels, go to Settings → General Settings → Labels.
2. From here you can rename, recolor, or remove labels across your account.

Filtering by label: On list views (Work Orders, Quotes), you can filter by label to quickly find all items with a specific tag. Common label uses include: job type (e.g., "Turbo Build", "Maintenance", "Engine Swap"), priority level, or customer tier.

Option 1: From the Activity Stream

1. Open the client, estimate, or work order.
2. On the right side of the page, find the Activity/Notes section in the activity stream.
3. Click "Add Note" or the note icon.
4. Type your note and save.

Option 2: From the Technician View

1. Open a Work Order and click "Tech Labor" or "Tune Labor" to enter the Technician View.
2. Add your note directly from within the Technician View.
3. This allows techs to log notes without leaving their workflow.

Notes are timestamped and attributed to the user who wrote them. They appear in the item's activity timeline, so your whole team can see the history of communications and decisions. Notes on a client profile carry across all their work orders and quotes, giving your team full context at a glance. Client visibility: When adding a note, there is an optional checkbox that controls whether the note is visible to your client via the Customer Portal. Leave it unchecked to keep notes internal to your team.

There are two ways to add a new client:

1. From the Clients page: Navigate to Customer Management → Clients and click "Create". Fill in name, phone, email, and address.
2. On the fly during a Quick Quote: In the Client Details section of any Quick Quote, click "Create New". The new client is created and linked to the quote in one step.

Every client record automatically tracks their vehicle history, communication log (calls, texts, emails), all associated quotes and work orders, and payment history. You can also add multiple phone numbers and email addresses per client.

There are multiple ways to quickly access a client's profile and history: Option 1: Click the Client Name (Fastest)

1. All quotes and work orders have the client name hyperlinked.
2. Simply click the client name from any view — list views, Board View, or within individual quotes and work orders.
3. This opens a new browser tab taking you directly to the client profile.

Option 2: Quick Search

1. Use the "Quick Search" bar at the top of any page.
2. Type the client's name and click on the matching client in the search results.

Option 3: Customer Management → Clients

1. Navigate to Customer Management → Clients.
2. Browse or search the clients list, then click on the client's name to open their profile.

All client history is available near the bottom of the client profile page and is separated into: Work Orders, Estimates, and Imported History (if applicable).

Option 1: Messages Icon (Fastest)

1. Click the "Messages" icon at the top right of the screen.
2. A side drawer will open showing all of your active and past text conversations, emails, and calls.
3. Click the "New Message" button.
4. Search for the client's name or number. If this is a new client not yet in your system, you can manually type the phone number and select the prompt to send a text to that number.

Option 2: From a Client Profile, Quote, or Work Order

1. Open the client profile, quote, or work order.
2. Navigate to the "SMS" tab in the activity stream on the right side of the page.
3. Create and send your message.

All sent and received texts are logged in the client's activity timeline and in the Inbox, which is accessed from the Messages icon at the top right of the screen. Tip: You can also send SMS links to estimates and invoices for quick customer approvals directly from their phones.

Important: All calls in Speedpoint are placed using your shop's built-in phone number. If your shop is not yet set up with calling capabilities, this feature is included with your subscription at no extra cost. Contact Us to get it set up for free. Option 1: Phone Icon (Fastest)

1. Click the "Phone" icon at the top right of the screen to open the dialer and call history.
2. Click the "New Call" button.
3. Search for the client's name or number and initiate the call. If this is a new client not yet in your system, you can manually type the phone number and select the prompt to call that number.

Option 2: From a Client Profile, Quote, or Work Order

1. Open the client profile, quote, or work order.
2. Click the phone icon next to the client's name, or navigate to the "Call" tab in the activity stream on the right side of the page.
3. Initiate the call.

All logged calls are recorded and include a timestamp, duration, and an area for notes on each individual call.

Important: Speedpoint integrates with Outlook and Gmail only. If your email account has not yet been integrated, follow the steps in "How do I integrate my Outlook or Gmail account with Speedpoint?" to get set up. Option 1: Messages Icon (Fastest)

1. Click the "Messages" icon at the top right of the screen.
2. A side drawer will open showing all of your active and past text conversations, emails, and calls.
3. Click the "New Message" button.
4. Search for the client's name or email address. If this is a new client not yet in your system, you can manually type the email address and select the prompt to send an email to that address.

Option 2: From a Client Profile, Quote, or Work Order

1. Open the client profile, quote, or work order.
2. Navigate to the "Email" tab in the activity stream on the right side of the page.
3. Compose and send your email.

Emails are sent from your shop's configured email address and are logged in the client's activity timeline. For sending estimates and invoices by email, use the dedicated "Send Estimate" or "Send Invoice" button on those pages.

There are two ways to add parts to an estimate or work order: Option 1: Inline Part Fields Within any estimate or work order, you can add parts directly using the part line fields:

1. To add a saved part from your catalog, start typing in the part name/search field. Matching items from your saved catalog will appear — select one to populate the line.
2. To add a new custom item that isn't in your catalog, simply fill out each field manually (name, part number, cost, price, quantity, etc.) and click Save when you're finished.
3. To edit any part on the order, click directly on the field you'd like to change — all fields are inline-editable.

Option 2: The "Add Items" Button This option is especially useful when you need to add multiple parts and labor operations at once, or when you want to add a labor item from the labor guide:

1. Look for the "Add Items" button anchored to the bottom-right corner of the screen within any estimate or work order.
2. In the Add Items panel, use the search field to find saved parts from your catalog.
3. To add a custom part, use the empty fields near the top of the panel to enter your item details manually.
4. Use the + and − buttons to add or remove additional line items from your list.
5. Toggle "Save to Catalog" if you want to save a new custom part to your parts catalog for future use.

When to use which: Use the inline fields for quick single-item additions. Use the "Add Items" button when building out a full job with multiple parts and labor operations — it's faster for bulk additions and gives you access to the labor guide.

Once you've added Turn 14 parts to your work order (see "How do I find and add Parts?"), here's how to place the order:

1. Ensure the items you want to order are marked as "Need to Order" on your Work Order.
2. Select the items you're ready to order from the Work Order view page.
3. Add the selected items to your shopping cart.
4. Click the shopping cart icon at the top of the page.
5. Verify the parts in your shopping cart are correct (shown on the right side of the shopping cart window).
6. Click "Proceed to Checkout".
7. On the checkout page, you can refresh your prices if it's been some time since the parts were added to your cart and pricing may have updated.
8. Select your shipping method and preferred warehouses.
9. Verify all parts are correct, then click "Submit All Orders".

This will automatically create all necessary Purchase Orders and update your parts statuses on the associated work orders to "Ordered". Save on shipping: There is an option to bundle all of your Turn 14 orders into a single warehouse to save on shipping costs. Look for this option on the checkout page when selecting your preferred warehouses.

Adding PartsTech parts: PartsTech parts are accessed through the "Add Items" button (there is no inline search option for PartsTech). Click "Add Items" at the bottom-right of any estimate or work order, then click the PartsTech button to search for parts and see availability and pricing across PartsTech's connected vendors. Ordering PartsTech parts: Once parts are added to your work order, the ordering process is the same as any other vendor:

1. Ensure the items are marked as "Need to Order" on your Work Order.
2. Select the items you're ready to order from the Work Order view page.
3. Add them to your shopping cart.
4. Click the shopping cart icon at the top of the page and verify your parts are correct.
5. Click "Proceed to Checkout", confirm your details, and click "Submit All Orders".

Speedpoint will fire off all orders to the appropriate vendors simultaneously. Purchase Orders are created automatically and part statuses update to "Ordered". PartsTech availability can change frequently. If an order fails, the part may have gone out of stock between quoting and ordering — try searching again for updated availability.

Once you've added parts to your estimate or work order, here's how to place the order:

1. Ensure the items you want to order are marked as "Need to Order" on your Work Order.
2. Select the items you're ready to order from the Work Order view page.
3. Add the selected items to your shopping cart.
4. Click the shopping cart icon at the top of the page and verify your parts are correct.
5. Click "Proceed to Checkout", confirm your details, then click "Submit All Orders".

Speedpoint will fire off all orders to the appropriate vendors simultaneously. Purchase Orders are created automatically and part statuses update to "Ordered". Automatic PO delivery: If your shop has an active email integration set up in Speedpoint, purchase orders will automatically be generated and sent directly to your vendors when they are added to Speedpoint. Order from multiple vendors at once: You can add items from different vendors (Turn 14, PartsTech, etc.) to the same cart and place them all in a single checkout. There's no need to place individual orders per vendor.

Purchase orders are created automatically when you order through the marketplace (Turn 14, PartsTech), but you can also create them manually:

1. Navigate to Purchasing → Purchase Orders.
2. Click "Create".
3. Select a vendor, link it to a work order (optional), and add the parts or sublets you're ordering.
4. Fill in pricing, quantities, and any relevant notes.
5. Save the PO. You can then email it to the vendor or track it internally.

Navigate to Purchasing in the main navigation to access all PO management tools:

1. Purchase Orders list: View all POs, their status, linked work orders, and vendor details. Click into any PO to view or edit.
2. Purchased Parts / Sublets: See itemized views of all parts and sublets across POs.
3. NTO (Need to Order) Parts / Sublets: See items that need to be ordered but don't have a PO yet.

Managing individual Purchase Orders: Within a Purchase Order, you can manage it by:

1. Updating the PO status to reflect its current stage (e.g., Ordered, Partially Received, Completed, Cancelled).
2. Updating quantities — mark items as received, returned, or cancelled directly within the Purchase Order.

These updates automatically sync back to the associated work orders, so your team always has an accurate picture of what's been ordered, received, and outstanding.

Vendors are the suppliers you order parts from. Adding them to Speedpoint allows purchase orders to be automatically generated and sent to the right contacts.

1. Navigate to Catalog → Vendors.
2. Click "Create" to add a new vendor.
3. Fill in the vendor's details: name, contact information, email address, and any other relevant information.
4. Save the vendor. They'll now appear as an option when creating purchase orders and ordering parts.

To edit or manage existing vendors, return to Catalog → Vendors and click on the vendor you'd like to update. Automatic PO delivery: When a vendor is added to Speedpoint and you have an active email integration, Speedpoint will automatically generate and send formal purchase orders directly to your vendor's email when orders are placed.

Option 1: Payment Box

1. Open the Work Order.
2. Click on the "Payment" box — this box is color-coded to indicate payment status.

1. A checkout window will open where you can enter the payment method, payment amounts, and card or ACH details.
2. Process the payment and confirm.

Option 2: Payments Sub-Tab

1. Open the Work Order.
2. Click the "Payments" sub-tab next to the WO details.
3. From here, you can take a new payment as well as view the full payment history on this Work Order.

1. Open the checkout window — either by clicking the Payment box on the Work Order or by navigating to the "Payments" sub-tab next to the WO details.
2. The payment amount will pre-fill to the "Current Payment Owed" based on the active Work Order details.
3. Edit the amount to your desired custom amount.
4. Choose how to request payment from your customer:

At the top of the checkout window, there are three icons for sending the payment request to your customer: You can also collect the custom amount in person via the payment terminal from the same checkout window. Hover over each icon to see its tooltip describing what it does.

There are two ways to send an invoice to your customer: Option 1: Send Invoice (SMS or Email)

1. From the work order view page, click the "Send Invoice" button at the top right of the screen.
2. Choose your method of delivery: SMS or Email.
3. Speedpoint will auto-populate the message with the invoice details — review and send.
4. Your client can view and pay directly from the link.

Option 2: Push to Customer Portal If your client has been invited to and accessed their Customer Portal:

1. Click the "Send Invoice" dropdown at the top right.
2. Select "Push Changes" from the dropdown menu.
3. Your customer will be notified that an invoice is available on their portal.
4. From the Customer Portal, your client can review and pay their invoice.
5. You'll receive a notification within Speedpoint when payment is made.

Receipts can also be sent from the checkout confirmation screen after a payment is collected in person.

Setting up default deposit amounts: Deposits can be configured at the shop level to apply a default deposit requirement to every quote. Set this up under Settings → My Shop → Locations. These defaults are also modifiable on every individual quote if there's a special case where the deposit amount needs to be adjusted. There are three ways to collect a deposit:

1. In person at quote-to-WO conversion: When converting a quote to a work order, you can collect the deposit immediately in person via the payment terminal.
2. Digitally via SMS or Email: Send the quote to your customer via SMS or email. Your customer can accept and pay the deposit directly from the link they receive.
3. Via the Customer Portal: If your client has access to their Customer Portal, they can review, accept, and pay their deposit from the portal.

The remaining balance is collected at checkout when the job is complete.

All payments processed through Speedpoint's integrated payment processor (powered by Finix) batch at the end of each day and ACH directly into your connected bank account the following business day. ACH-only transactions may take up to 5 business days to clear. All major holidays will delay payout speed. Processing fees: Fees are deducted from your payout before it reaches your bank account. For a detailed breakdown of your payouts, settlements, and transaction history, visit the Finix Payments Dashboard.

Payments shows all individual payment transactions across your work orders — every card charge, ACH payment, cash payment, and deposit. Closeout (under Reports → Closeout) is a report that shows you which Work Orders have an outstanding balance at any given moment, allowing you to stay ahead on cashflow by collecting outstanding balances on tickets before they get out of hand. The Closeout balance is calculated from:

1. Parts that have been billed to a WO but have not been paid for.
2. Labor that has been completed but has not yet been paid for.
3. Any due sublets, fees, or taxes that have not been paid for yet.

Especially useful for long-term projects: When jobs span weeks or months, the Closeout report helps you identify where money is owed so you can collect progressively rather than waiting until the end.

1. Go to Settings → My Shop → Locations → Payment Devices.
2. Enter your terminal's serial number and device name to register it.
3. Once connected, the terminal will appear as a payment option at checkout.
4. If using Finix, make sure your merchant account is active and your Finix credentials (merchant ID, username, password) are configured under the Finix Setup section in Integrations.

Contact our team if you need help pairing your device.

1. Navigate to Settings → Integrations → QuickBooks.
2. Click to authorize Speedpoint to connect to your QuickBooks Online account.
3. Once linked, configure which work order statuses trigger a sync to QuickBooks (e.g., sync on "Delivered" or "Invoiced").
4. Select which accounts you want payments linked to (for Purchase Orders). A default chart of accounts mapping is available when your sync is first connected.

For a guided walkthrough, contact help@getspeedpoint.com — we offer one-on-one QB setup sessions. Switching from another tool? If you previously used Tekmetric, Shopmonkey, or M1 with QuickBooks, note that Speedpoint's sync mapping may differ. We recommend a call with our CS team to map your existing QB workflow before going live.

The most common reasons a work order doesn't sync:

1. The work order hasn't reached the status you configured as the sync trigger (check under Settings → Integrations → QB Setup).
2. The QB connection token has expired — try reconnecting under Settings → Integrations.
3. The sync was manually set to "not sync" on that specific WO's backend record.

If you've checked all of these and it's still not syncing, email help@getspeedpoint.com with the WO number and we'll investigate.

Tax line mapping between Speedpoint and QuickBooks requires careful configuration. There are two tax settings that must match your QuickBooks tax codes:

1. Standard Sales Tax (Parts & Labor): Verify that your sales tax rates in Settings → My Shop → Locations → Sales Tax match the corresponding tax codes in QuickBooks.
2. Fee Tax: If your shop charges fees (such as surcharges or shop supplies fees), ensure that the fee tax settings in your Shop Fees configuration also match the appropriate tax codes in QuickBooks.

If either your standard sales tax or fee tax settings don't align with your QuickBooks tax codes, you may see incorrect tax amounts, mismatched line items, or unexpected credits in QB. Double-check both settings to ensure they match. If you need help getting the mapping correct, reach out to Customer Success.

Payouts from Speedpoint's payment processor land in your bank account as a lump sum that combines multiple transactions minus processing fees. To reconcile:

1. Check your Finix Payments Dashboard for a payout breakdown.
2. Match the payout total against the sum of work order payments in Speedpoint for that date range.
3. Note that card fees are deducted before payout, so the deposit will be slightly less than the gross payment total.

We recommend setting up a dedicated QB account for payment processing fees to keep reconciliation clean. Step-by-step walkthrough: For best practices on matching deposits, handling batch transactions, and tracking fees — QuickBooks Bank Reconciliation Guide

The QuickBooks integration is fully customizable. There are three setup options — choose the one that matches your accounting workflow:

1. Invoice on Create — The most common setup. An invoice is created in QB as soon as a Work Order is started. As payments come in and parts and labor are added, the invoice updates automatically via the daily sync.
2. Invoice on Close — An invoice is only created in QB once the WO reaches a closed state (e.g., "Delivered" or "Closed"). All payments, parts, and labor within Speedpoint are effectively held until the job is complete and the car has left the shop.
3. Estimate on Create — Especially useful for long-term projects. An estimate is created in QB when the WO starts, and all payments, parts, and labor are applied to it (not counted as sales/revenue yet). Once the WO is closed, the estimate converts to an invoice and all prior payments (shown as "Deposits" in QB), parts, and labor are applied and closed out accordingly.

You can configure this under Settings → Integrations → QuickBooks. Free setup included: Speedpoint will walk you through the QB integration setup at no cost — whether that's with you directly or your accountant. Contact us to schedule your setup session.

There are three ways to schedule a Work Order or Event:

1. From the Schedule page — Go to Shop Management → Schedule. Click any available time slot to open the scheduling pop up, then assign a WO (and employee) or create a custom Calendar Block (Event). All scheduled items can be moved, modified, or adjusted — simply drag and drop, or click any event to make changes.
2. From the Work Order view — Inside any WO, click the "Schedule" block above the status dropdown. A window will appear where you can select a date and time slot to schedule the job directly.
3. Quick Schedule — The fastest option. Click the "Quick Schedule" button just to the left of the status dropdown. This opens a mini date/time picker where you can select the exact date and time in one click — no pop up required.

Schedule Views The schedule has five views to choose from:

1. Schedule — The default view. A standard time-grid calendar showing WOs and events by day or week. Best for managing your day-to-day schedule.
2. List — A simplified list of all scheduled jobs for the week. Great for a quick scan of what's coming up without the visual calendar grid.
3. Timeline — A horizontal timeline showing jobs plotted across time by day or week. Ideal for spotting open gaps and seeing how work is spread out.
4. Employee — A resource grid organized by employee for the day. See exactly what each technician has on their plate side-by-side — great for workload balancing.
5. Board — A kanban-style view that displays jobs as cards organized by status. Best for a high-level overview of where every job stands across the shop.

Tip: Your last-used view is saved automatically — Speedpoint will always open the schedule in the view you prefer.

1. Open the Work Order you'd like to add drop off/pick up times to.
2. In the WO details view, find the "Pick Up / Drop Off" section.
3. Click the pencil icon to edit, then select the exact date and time for the drop off and/or pick up.

Pro tip: Once times are set, click the "Send" button in the Pick Up / Drop Off box to send a formal appointment confirmation or reminder to the customer — choose between SMS or Email.

Technicians can log time on specific labor operations through the Technician View of a Work Order:

1. Access the Technician View by opening the WO from the Schedule, or by clicking the "Tech Labor" or "Tune Labor" boxes within any WO.
2. Select the labor operation to work on by clicking the empty circle to the left of the labor operation name.
3. Click "Start" on the stopwatch to begin logging time.
4. When finished, click the "Done" slider on each labor operation to mark it complete.

Technicians can also log time from their mobile device via the Speedpoint mobile app:

1. Open the WO from the WO list in the app.
2. Select the labor operation to work on and start the time clock.
3. When finished, mark the labor operation "Complete."

Employees can clock in and out using the general time clock icon at the top of the page. When clocked in, the icon will be lit up green. When clocking out, an optional pop up will appear where employees can add a note to their time log (for example, "Clocked out for lunch").

Employees can also clock in and out from the Speedpoint mobile app by tapping the clock icon at the top of the app. Just like the web version, the icon lights up green when clocked in and prompts an optional comment when clocking out.

All time logs — both tech labor and general clock entries — can be managed from Shop Management → Time Logs. From here you can:

1. View all time log entries across your team in one place.
2. Edit any existing log entry (admin permission required).
3. Delete entries that need to be removed.
4. Create new time log events manually — useful if an employee forgets to clock in, clocks in/out incorrectly, or needs a backdated entry added.

On the login page, click "Forgot Password" and enter your email. You'll receive a reset link within a few minutes. If you're logged in, change your password under Profile → Security. Passwords must be at least 8 characters. If your activation link didn't arrive, check spam or contact us for a fresh invite.

Labor Types define the categories of work your shop performs and the hourly rates for each. Navigate to Catalog → Labor → Labor Types to view or manage your labor types and rates.

1. To create a new custom rate (e.g., Fabrication, Electrical, Diagnostic), navigate to the Custom Labor Rates sub-tab and click "Create".
2. Set the base labor type (e.g., Tech or Tune) and the standard hourly rate for this labor type.
3. This rate will auto-calculate with hours in real time as it's used on quotes and work orders.

Pro tip: Labor rates can be changed on the fly and in-line for every labor operation on an estimate or Work Order. The rates you set here are defaults — they can always be adjusted per job as needed.

Parts markup controls how Speedpoint automatically calculates the customer-facing price based on your cost. You can set a flat margin or use a tiered pricing matrix.

1. Navigate to Settings → My Shop → Target Margin.
2. Set your default markup percentage — this is the margin Speedpoint will apply when parts are added to a quote or work order.
3. To use a pricing matrix (tiered markups based on cost range), configure tiers so that lower-cost parts get a higher markup and higher-cost parts get a lower markup. For example: parts under $10 at 80% markup, $10–$50 at 50%, $50–$200 at 35%, over $200 at 25%.
4. Save your configuration. New parts added to quotes and work orders will automatically calculate the customer price using your markup rules.

You can also override the markup on individual line items within any quote or work order — the matrix sets the default, but you always have manual control. Pro tip: Review your matrix quarterly against your actual margins in the Reports section to make sure your pricing stays competitive and profitable.

1. Go to Settings → Employees.
2. Click "Create" to add a new team member.
3. Enter their name and email address. They'll receive an invitation to set up their login.
4. For technicians, set their Pay Type (hourly or flat rate) and Pay Rate. This is used to calculate labor profitability in reporting — Speedpoint compares what the tech earns against what the shop bills, giving you an accurate view of margin per job.
5. Assign them to a Role (see Roles & Permissions below) to control what they can access.
6. Optionally assign them to a Team (Settings → Teams) for scheduling and work order assignment.

Each employee gets their own login credentials. They'll appear on the scheduling calendar, can be assigned to work orders, and their time logs are tracked individually. You can also assign employees to specific Locations if you have multiple shops. Pro tip: Make sure your employee has access to the email address they've provided — this will be used as their username and is where they'll receive their invite to log into Speedpoint.

Teams allow you to group employees together and assign them collectively to Work Orders. This is especially useful in two scenarios:

1. Multiple technicians on one job — When a job requires more than one tech (e.g., a large build with concurrent tasks), a team ensures all assigned employees are tracked on the WO and can log time independently.
2. Service Advisor + Technician split — For shops large enough to have dedicated service advisors, Teams let you assign one employee to manage the WO (service advisor) while another handles the physical work (technician) — both tracked on the same job.

Setting up a Team:

1. Go to Settings → Teams.
2. Click "Create" and give your team a name (e.g., "Bay 1 Crew", "Tune Team", "Service Desk").
3. Add the employees you want in this team.
4. Save. The team will now appear as an assignment option on Work Orders and in the Schedule.

Tip: Teams are optional — you can still assign individual employees to WOs without using teams. Teams are most valuable once your staff grows beyond 3–4 people or your workflow requires role separation on individual jobs.

Roles let you control exactly what each team member can view, create, edit, and delete across Speedpoint.

1. Go to Settings → Roles.
2. Click "Create" to add a new role (e.g., "Admin", "Technician", "Service Advisor", "Front Desk").
3. For each role, toggle permissions on or off across categories: Work Orders, Quotes, Clients, Scheduling, Payments, Settings, Catalog, Reports, Purchase Orders, Shipments, and more.
4. Save the role, then assign it to employees under Settings → Employees.

Common role setups: Admin — full access to everything. Technician — can view and update work orders, log time, but cannot access payments, reports, or settings. Front Desk / Service Advisor — can create quotes, manage clients, take payments, but cannot modify settings or roles. Tip: Start with broad access and tighten permissions as your team grows. You can always adjust roles later without disrupting existing work.

Go to Settings → My Shop → Locations. Add or edit your shop's address, phone, business hours, scheduling preferences, and sales tax rates. If you operate multiple locations, each can have independent settings and team assignments.

Fees and surcharges are managed separately — here's how each works:

1. Getting to the Fees settings: The fastest way is to type "Fees" in the quick search bar at the top of the page. Alternatively, navigate to Settings → My Shop → Locations, double-click your location, and go to the Fees section.
2. Standard Fees — In this area you can set up standard fees that appear in a dropdown when building estimates and work orders (e.g., Shop Supplies, Tire Scrap, Convenience Fee). These save time for commonly used fees, but you don't need to pre-configure a fee to use one — you can always create a single-use fee directly on any estimate or WO.
3. Automatic Surcharges — Surcharges can be toggled on or off and set anywhere between 0–3% to offset card processing costs. Speedpoint automatically detects when a card is being used and will display the surcharge to your client. Customers will always have the option to pay by card or ACH.

Note: Debit cards cannot be surcharged, even though they still carry a processing fee for the shop. Speedpoint handles this distinction automatically.

Yes — Speedpoint is available on Android and iOS, as well as any web browser. Here's what you can do from the mobile app:

1. Communicate with clients — Send and receive texts, make calls, and share photos and videos directly with customers.
2. Access Work Orders — View, manage, and update WOs from anywhere on the shop floor.
3. Clock in and out — Employees can clock in/out for the day using the clock icon at the top of the app.
4. Add notes and media — Create notes and upload photos or videos directly to a WO.
5. Tech time tracking — Technicians can track time by individual labor operation and mark operations complete.
6. Request parts and labor — Techs can request additional parts or labor to be added to a WO from the mobile app.

The Customer Portal gives your clients self-service access to view estimates, work orders, approve quotes, make payments, and see their vehicle service history.

1. Open the client's profile page.
2. Send them a portal invitation — they'll receive an email to create their login.
3. Once your client has accepted the invitation and created their account, you can push estimates, invoices, and updates directly to their portal.

Portal invite stuck on "Pending"? If the invite shows as pending, your client hasn't completed their registration yet. Portal pushes won't work until the invite is accepted. Follow up with your customer or resend the invitation.

Speedpoint integrates with Outlook and Gmail for email functionality. There are two ways to get to the setup page: Option 1: Via Quick Search (Fastest)

1. Type "Email" in the Quick Search field at the top of the page.
2. Click the "Mailboxes Settings" result that appears.
3. Click "Add New Mailbox" and follow the prompts to connect your Outlook or Gmail account.

Option 2: Via Settings

1. Navigate to Settings → My Shop → Locations.
2. Double-click your location to open it.
3. Go to Settings for Location Integrations → Mailbox Settings.
4. Click "Add New Mailbox" and follow the prompts to connect your Outlook or Gmail account.

Once connected, you'll be able to send and receive emails directly within Speedpoint, and all email activity will be logged in your clients' activity timelines. Need help? If you're having trouble connecting your email account, contact Customer Success and we'll walk you through the setup.

Reach us at help@getspeedpoint.com or visit getspeedpoint.com/contact-us. For onboarding, we offer personalized setup sessions. For urgent issues, call your dedicated CS contact directly.

Tune Sheets are the data source behind the Tuning Sessions tab under Shop Management. They're a fully customizable checklist that can be filled out on any Work Order that has tune labor on it — giving you a structured, searchable record of every tune you perform.

1. Customizable fields — Every field on a Tune Sheet can be edited or removed, and dropdown options can be added or modified to match your shop's workflow. Additional fields can also be added as needed.
2. Fill out per WO — Any WO with tune labor will have a Tune Sheet available to complete. Each session is automatically organized by client, vehicle, date, and time.
3. Attach all relevant files — Best practice is to attach tune files, data logs, the initial load (stock) file, and the dyno graph directly to the sheet. The more data you include, the more useful the record becomes.

Why this matters: When a client calls three months later asking for their dyno graph or stock file, Tuning Sessions are easily searchable — so you can find that data in seconds. This reduces liability and gives your shop a professional, organized record of every tuning job. Enable first: Tune Sheets must be turned on before use. Go to Settings → General Settings and toggle on "Show Tuning Sessions".

Navigate to Reports in the main navigation to access your shop's analytics:

1. Closeout Report: Shows the open balance on every Work Order in the system — calculated from billed-but-unpaid parts, completed labor, sublets, fees, and taxes that haven't been collected yet. This report is primarily for visibility; taking action is up to the shop. Collecting payments progressively on long-term projects is best practice to keep clients current and prevent jobs from being left with significant shop investment and no payment.
2. Sales & Payments Report: Overview of revenue, payment methods, and transaction details over a date range.
3. Sales Bookings Report: Track booked revenue from work orders and quotes.
4. End of Period Report: Monthly/quarterly summary for accounting and financial review.
5. Tech Billings Report: See billable hours, efficiency, and revenue generated per technician.