Your first day on AutoSync: a setup checklist
A practical checklist for the first hours in your new AutoSync account — from locations and labor rates to your first repair order.
Your account is created with sensible defaults. This checklist gets it matched to your shop.
1. Confirm your location details
Check your address, phone number, time zone, number of bays and business hours under Locations.
2. Set labor rates and tax
Review the default labor rate, tax rate and shop supplies settings under Settings → Pricing, and adjust the parts matrix if you use one.
3. Review your workflow
Open Settings → Workflow to rename, recolor or hide Job Board statuses.
4. Invite your team
Add advisors, technicians and managers under Team and choose each person's role and locations.
5. Connect AutoSync Pay
Start Stripe onboarding under Settings → Payments so you can accept cards and send text-to-pay links.
6. Create your first repair order
Add a customer and vehicle, open a repair order and watch it appear on the Job Board.