First steps checklist
The Getting started card on your dashboard tracks four actions that prove your workshop is ready to trade.
A new workshop shows a Getting started card on the dashboard. It ticks itself off as you work, so there is nothing to mark by hand.
| Step | Done when you… | Guide |
|---|---|---|
| Add a customer | save your first customer record | Customers |
| Add a vehicle | register a vehicle, usually against that customer | Vehicles |
| Create a work order | open your first job | Work orders |
| Send or download an invoice | share an invoice with a customer, or download it as a PDF | Invoices |
The card shows your progress, for example 2/4. When all four are done it says You are all set. You can hide it at any time with Hide card.
Tip
The fastest way through all four is the Opening day in WRMS Pro tutorial.
Sample data card
If you chose Explore Demo during set-up, the dashboard also shows a Sample data card. Select Remove sample data when you have finished exploring. It removes exactly the sample customers, vehicles, work orders, quote and inspection created during set-up, and leaves your own records alone.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.