Users, Settings, Setup
Setting up your account, locations, users and settings.
19 articles
- Customer Documents: The New Estimate and Invoice LayoutYour estimates, invoices, credits and parts sales have a refreshed design. Same documents, same information, easier to read. Here is what is different.
- Departments SetupDepartments allow your shop to track internal, non-billable time such as shop cleanup, building maintenance, parts pickup, paid breaks, other internal activity.
- Invoice SetupThe invoice setup screen allows you to select the information that will be visible to your customers on the invoices you send them
- Location SetupThis guide explains how to configure your shop’s location details, time zone, taxes, and shop supply settings so your system behaves consistently across work orders, invoices, staff clock-ins, and scheduling.
- Organization SetupWhen setting up your account we need to capture some basic information about your business
- Work Order SettingsThis setup page allows you to toggle required fields for your work orders
- Labor RatesThis article will help you understand how to configure multiple labor rates, set your default and how they work in the application
- Categories OverviewCategories are used to organize parts in ShopView and determine how their pricing and taxation behave. Every category is assigned to a pricing matrix
- How Timesheet Activities, Work Orders, and the Schedule Tab Work Together in ShopViewLearn how timesheet activities, work orders, and the Schedule tab interact in ShopView. This article explains the differences between time tracking and scheduling, how technicians are assigned, and how to…
- How can I update a staff member's email address in ShopView?
- Historical Invoice Import OverviewThe Historical Invoice Import feature allows ShopView clients to bring their past work orders and service history into ShopView in a structured, searchable way.
- How can staff members have separate logins in ShopView without logging each other out?
- How can I manage billing charges and customize rates for customers in ShopView?
- How can technicians effectively use time tracking features in ShopView?
- What are the roles and responsibilities of technicians and admins in time tracking?
- Custom Roles and Permissions: Complete GuideLearn how roles and permissions work in ShopView: system roles, creating custom roles, permission settings, financial data visibility, and assigning roles to staff.
- What's Changing for Your Role: The New Custom Roles & Permissions UpdateShopView is replacing 15 fixed user roles with 11 carefully curated roles and the ability to build custom roles. See exactly what changes for your current role, what you gain,…
- How do I manage tax-exempt settings for parts in ShopView?
- Permission Settings Reference: What Each Permission AllowsA setting-by-setting reference of every permission in ShopView's roles system and exactly what it allows a user to see and do.