Book it, bay it, get it through the shop.
These guides cover booking a job, the calendar and your bays, online booking requests, reminders and Google Calendar, then running each job: the Jobs board, the job panel, crew, inspections, work orders and day sheets.
Calendar
Book a job
Put a job on the calendar for a customer or lead, with the vehicle, services, bay, crew and time.
02Book a walk-in or phone call with Quick Book
Quick Book walks you from the vehicle to a booked job, or a saved lead, in five steps.
03Add an appointment or calendar event
Add appointments, meetings, time off and blocked time to the calendar, and link them to a customer or lead.
04Calendar views, filters and colours
Switch between Month, Week, Day, Timeline and Map views, filter by service or installer, choose card colours, and drag bookings around.
05Set up stations (bays)
Create a station for each bay, booth or mobile installer, set daily limits, and choose which services each one does.
06Booking requests from your online shop
Choose whether online bookings come in as requests or book straight away, then approve, decline or ask for a deposit.
07Reschedule, cancel or mark a no-show
Move a booking to a new time, cancel it, or close it out when the customer doesn't turn up.
08Booking confirmations and reminders
Send customers a confirmation when they book and reminders before their appointment, automatically or by hand.
09Sync bookings to Google Calendar
Send your Wrapstart bookings and events to your Google Calendar (one way, Wrapstart to Google).
Jobs
The Jobs board: statuses and custom columns
Move jobs through their statuses on the Jobs board, add your own columns, and archive finished work.
11The job panel
Everything in an open job: the buttons along the top and what each tab holds.
12Assign staff to a job
Choose who does a job, add a crew, and see who's free.
13Notes, photos and inspections
Add notes to a job, find crew photos and files, and record drop-off and completion inspections.
14Work orders
Open a job's work order, choose what it shows, print it or send it to the crew, and make work orders by hand.
15Send the crew their day sheet
Send each team member a list of their jobs for today or tomorrow, by text, Staff app or email, on a schedule.