Getting Started
Everything a new workshop needs to go from a fresh account to its first finished job.
Getting WRMS Pro ready takes four stages. You can stop after any of them and come back later; nothing here has to be done in one sitting.
In this section
What is WRMS Pro?
What the product covers today, and who it is for.
How WRMS Pro works
The handful of records everything is built on, and how they connect.
Account setup
Sign up, verify your email and secure your login.
Workshop setup
Name, details, tax, invoice numbering and workshop defaults.
Users and roles
Invite staff and decide what each person can see and change.
First steps checklist
The four-step checklist on your dashboard, explained.
Data import
Load existing customers or move over from another system.
Prefer to learn by doing?
Follow Opening day in WRMS Pro. It walks through set-up and a complete first job in one sitting.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.