Users, Settings, Setup
Setting up your account, locations, users and settings.
8 articles
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 SetupThis setup page allows you to toggle required fields for your work orders
User PermissionsOverview of ShopView’s user roles, permissions, and billing tiers, explaining what each role can access and how to choose the right permissions for your staff.
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