User Manual

OverviewWhat CSM does and who it's for Getting StartedCreate your account and configure your shop Your AccountOwner login, shop settings, and plan tier Staff & RolesTeam logins, roles, and permissions CustomersCustomer records, search, and import VehiclesVIN decode, ownership history, and bulk import Repair OrdersLabor, parts, status, invoicing, and payment Labor PresetsSaved labor templates and concern catalog InventoryParts catalog, stock tracking, and FIFO costs SchedulingAppointments, calendar, and RO conversion PaymentsPayPal, Square, Stripe, kiosk, and manual entry Labor ApprovalCustomer authorization tracking per labor line Parts ProcurementSearch Worldpac, O'Reilly, and LKQ Time TrackingClocked vs. billed hours per tech per job DashboardsShop, advisor, and technician views ReportsSales, flag hours, inventory, attendance AttendancePunch clock, timesheet, and payroll hours SalesLot inventory, leads, and deals Customer PortalSelf-service history, messaging, and payments Digital Vehicle InspectionRun and send inspection reports Accounting IntegrationPush invoices to QuickBooks or Xero Advisor AppMobile PWA for service advisors Technician AppMobile PWA for technicians MarketingService recommendations and customers due