Let's set up your shop in FlameTech, ready for your first work order.

Start in General. Review your shop name, phone, email, and address. Next, add your logo. Choose your time zone, then save. These details appear on customer documents.

Set weekly hours, closed days, and holidays. These hours support your calendar, scheduling, and online appointment requests.

Under Labor and Parts, enter your hourly labor rate and parts markup, then save. You can also configure category rates and a pricing matrix.

Enter your applicable tax rates. Review your terms, warranty, and payment instructions, then set invoice payment terms and quote validity. Save your defaults.

Before inviting staff or emailing customers, verify your account phone number. Send a verification code, enter it, and select Verify phone. Look for the Verified status.

Open Users and select Invite. Enter their name and email, choose a role, and send the invitation. Once they accept, they can sign in with their email.

Review and copy your customer portal link for quotes, invoices, and service history.

In Integrations, set up Stripe for payments and QuickBooks for accounting. Enable customer reviews and add your Google review link. Customers can leave feedback once all invoices on their work order are fully paid.

Your shop is ready. Next, create a work order and add jobs.

AI-generated narration: OpenAI gpt-4o-mini-tts, voice Cedar.