Settings

Overview Section #

How to edit company & workshop details? #

1. Go to company and workshop section to details
2. Click “Edit” button if you want to edit the details
3. Edit the changes and confirm by clicking “Save”

Operation Section #

Staff Section #

You will see TWO sections: QR Attendance and Staff List.

How to manage my employee data? #

QR Attendance

1. Admins can open QR code in desktop or share QR link to employees so they can scan QR to clock in/out
2. Each QR link required PIN code to display the QR code
3. A new QR code can be easily generated by the admin by refreshing the QR
4. Admins can download and display the QR code in a physical location for employees to scan
5. Admins can edit PIN number for every QR link generated

Staff List

1. To add new staff data click “+Staff”
2. Select staff type
3. Fill in information
4. Confirm by clicking on “Save”

Finance Section #

You will see FIVE sections: Sales KPI, Document No. Format, Tax, term and Payment Information.

Sales KPI

1. Fill in the field: –
2. Annual sales target : Set amount of sales to achieve within a year
3. Average (RM) per sales :  Calculating the average amount of revenue generated within a month
4. Confirm by clicking on “Save”

Document No. Format  – To establish specific format

1. Fill in the field: Date , Booking , Quotation , Workorder ,  Invoice
2. Confirm by clicking on “Save”

Tax : Configuration and management of tax-related

1. Fill in the field: Tax number, Tax name , Tax rate
2. Confirm by clicking on “Save”

Term settings

1. Fill in the field: Quotation terms Invoice terms
2. Confirm by clicking on “Save”

Payment Information Bank

1. Select bank
2. Fill in bank account no
3. Upload QR pay

Booking form Section #

You will see TWO sections: Booking Form Setting and Google Maps Location.

Booking Form Setting

1. Your booking form URL : You can customize your booking form link then share it to your customer (Note: To access this feature, you must subscribe to the pro plan)
2. Description Text : You can input any description then it will be display in booking form
3. QR code :  You can print/download or display the QR code in a physical location for customers to scan

Google Maps Location

1. Insert your workshop location it will display google review data from google
2. Confirm by clicking on “Save” button

Bay Section #

Note: To access this feature, you must subscribe to the pro plan

1. Click “+Bay” button, on the top right of the header section
2. Fill in all information required
3. Confirm by clicking on “Save” button
4. New bay will display in bay management section

Branch Section #

To add a branch to the organization:

• Navigate to “Account > Settings.”
• Go to the Branch tab.
• Click the “+Branch” button located in the top right corner of the header section.
• Fill in the workshop email, and the system will display the workshop profile.
• Choose the “Request Permission Level” with three options:

1. View: Allows viewing listings in bookings, finance, and inventory.
2. Manage: Grants all permissions except account management.
3. Admin: Provides full access to the account.

• Click “Send Invitation,” and the system will send an email notification to the branch.
• The branch data will appear in the branch listing, and you will be able to see updates from the branch.
• You can also remove a branch from the organization.

Branch

• Navigate to the “Account > Settings”
• Go to Branch tab Allow to do action to accept or reject the request
• Be able to remove itself from the organization OR Go to email Allow to do action to accept or reject the request