Day one: the list
Get your customers into one spreadsheet: name, mobile, email, rego, make, model, year, last service date if you have it. From an old system, export whatever it offers. From an invoice book, start with the last twelve months — that is who is due next.
Import it. Up to 5,000 rows a file; a preview shows how columns matched before anything is saved. Vehicles link to owners automatically by phone and name.
Day two: the menu and the rates
Open the Service Menu and set your prices on the standard services. Open Settings and set your labour rates. Add the ten parts you fit most with cost and sell price. Thirty minutes, and every future quote is faster.
Day three: one real job, end to end
Pick a car that is coming in anyway. Book it, quote it and send the quote link, take a before photo, invoice it with the odometer, take the after photo, send the invoice link, record the payment. Every step you would do on paper, once, in the app.
Day four: the team
Invite everyone. Decide who sees the money. Get the app on their phones so photos happen at the car, not at the desk. Show them today's board — it replaces the whiteboard, and it is the thing they will use most.
Day five: switch on reminders and publish the page
Set the reminder interval and lead time, switch on SMS if you want it, and publish your workshop page with the booking form. From here the system starts bringing cars in without you.
Keep the invoice book in the drawer for a fortnight. You will not open it.
What to expect in the first month
Week one is slower, because every customer is being found or typed for the first time. By week two the regulars are in and a booking takes ten seconds. By week four the first reminders have gone out for cars you serviced in week one — and the first of them has replied.
Two habits make or break it: photograph every job at the car, and invoice from the menu so the next service is scheduled. Everything else is optional; those two are the system.