Onboarding Overview

Choose your role to see how to sign in, the first checks to make, which handoffs to expect, and how to ask for help when something is blocked.

Customer and fleet users

• Customer - book service, follow active work, approve estimates, pay, and review history.
• Fleet Admin - manage company vehicles, drivers, approvals, billing, and fleet history.
• Driver - follow assigned vehicle service state and know when to escalate.

Workshop and tenant staff

• Service Advisor - run front-desk intake, check-in, estimates, approvals, payments, and handoff.
• Technician - work from My Jobs, inspect vehicles, record findings, and submit evidence.
• Branch Manager - manage branch workload, blockers, assignments, and reporting.
• Tenant Admin - configure branding, branches, staff, services, modules, readiness, and customer-facing behavior.
• Cashier - handle invoice and payment work when the optional role is enabled.
• Quality Controller - run the final inspection gate when the optional role is enabled.
• Inventory Manager - manage parts, suppliers, branch stock, issue/return movements, and reports.

Start with access and readiness

Start with access, then scope, then readiness. Your role, tenant or fleet relationship, branch assignment, and feature modules all need to match the task in front of you.

If a module is disabled, provider setup is incomplete, or an optional role is not enabled, contact the fallback owner named for that workflow instead of treating the screen as broken.