Shop Manager Fundamentals

Intermediate 4 hours 10 tutorials
Designed for shop managers and team leads, this path covers bay management, staff permissions, company settings, and activity monitoring. Build the skills to run an efficient workshop.

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Difficulty Intermediate
Duration 4 hours
Tutorials 10

Tutorials in this Path

1
Required

Configuring Company Settings

Set up your company profile, branding, and basic configuration

5 min read Beginner
Preview
Required

Introduction to Bay Management

Learn how bays help you organize your workshop and track service capacity

4 min read Beginner
Locked
Required

Managing Your Team

Add, organize, and manage team members in your company workspace

5 min read Beginner
Locked
Required

Understanding the Activity Log

Learn how the activity log tracks all actions within your company

4 min read Beginner
Locked
Required

Designing Your Floor Plan

Use the visual bay designer to create a digital layout of your workshop

6 min read Intermediate
Locked
Required

Staff Scheduling & Assignments

Assign work, manage schedules, and balance workload across your team

5 min read Intermediate
Locked
Required

Team Roles & Permissions

Control what team members can see and do within your company

6 min read Intermediate
Locked
Required

Viewing and Filtering Activities

Find specific activities using search, filters, and date ranges

5 min read Beginner
Locked
Required

Activity Time Tracking

Track how long technicians spend working on service bays

4 min read Intermediate
Locked
Required

Assigning Jobs to Bays

Learn how to assign service jobs to specific bays and track work locations

5 min read Beginner
Locked

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