Help & Getting Started

Everything you need to know to get up and running with ShopOpsPro

Getting Started

1

Create Your Account

Sign up for ShopOpsPro by visiting our request demo page. Choose the plan that fits your shop's needs and complete the registration process.

2

Set Up Your Shop Profile

Once logged in, complete your shop profile with your business name, contact information, and branding. This information will appear on all customer-facing documents and communications.

3

Add Your Team Members

Invite your technicians, service advisors, and managers to join your ShopOpsPro workspace. Assign roles and permissions to control what each team member can access.

4

Import or Add Customers

Start adding your existing customers to the system. You can import from a CSV file or add them manually. Include vehicle information to streamline work order creation.

5

Configure Integrations

Set up your payment processing with Stripe, configure email notifications, and connect SMS services for customer updates. All integrations can be managed from the Settings page.

Common Tasks

Creating a Work Order

  • •Navigate to Work Orders
  • •Click "New Work Order"
  • •Select customer and vehicle
  • •Add services and parts
  • •Save and assign to technician

Processing Payments

  • •Open completed work order
  • •Click "Collect Payment"
  • •Enter payment amount
  • •Process through Stripe
  • •Receipt sent automatically

Managing Team Members

  • •Go to Settings → Team
  • •Click "Invite Team Member"
  • •Enter email and assign role
  • •Set permissions as needed
  • •Send invitation email

Viewing Reports

  • •Navigate to Reports section
  • •Select report type
  • •Choose date range
  • •Apply filters if needed
  • •Export to PDF or CSV

Frequently Asked Questions

How do I reset a team member's password?

As a shop owner or manager, go to Settings → Team, find the team member, and click "Reset Password" to send them a password reset email.

Can I customize invoice templates?

Yes! Go to Settings → Invoices to customize your invoice layout, add your logo, and configure which fields appear on customer invoices.

How do customers receive updates?

Customers automatically receive SMS and email notifications when their work order status changes, when payment is processed, and when their vehicle is ready for pickup.

What payment methods are supported?

Through Stripe integration, you can accept credit cards, debit cards, Apple Pay, and Google Pay. You can also record cash and check payments for your records.

Is my data secure?

Absolutely. ShopOpsPro uses bank-level encryption, secure data centers, and multi-tenant isolation to ensure your customer data and business information is protected.

Need More Help?

Our support team is here to help you get the most out of ShopOpsPro

Email SupportSchedule a Demo