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Workshop Settings

Overview​

Workshop settings is where you set up your garage in autoGMS: its name and logo, opening hours, address, team, internal fleet, tax details, and plan.

Why it matters:

  • Your garage name, logo, and contact details appear on invoices, booking confirmations, and customer messages
  • Opening hours decide when customers can book
  • Team and access settings control who can open which pages
  • Currency and tax settings make sure invoices show the right amounts
  • Your invoice logo comes from Business details, while the shared invoice company stamp is managed from Invoices → Settings

How to Access​

  1. Log in to your autoGMS dashboard.
  2. From the sidebar, select the garage you want to configure.
  3. Click the Settings button at the bottom of the sidebar.
  4. Select Workshop settings under Business.

You can also open it from the profile menu in the dashboard header.

How the page works​

  • Find a setting at the top filters the page as you type. Try "logo", "VAT", "opening hours", "invite", or "plate".
  • N to fix appears when something needs attention. Click it to show only those cards.
  • Booking settings at the top takes you to Booking Settings.
  • Settings are grouped into Basics, People, Vehicles, and Money. On desktop the group name sits in a left column. On phones it is a heading above its cards.
  • To change a simple value, click its row. It turns into a field with Done and Cancel.
  • Bigger tasks open a side panel. On phones the panel opens as a bottom sheet.
  • Changes save with the Save changes bar at the bottom of the page. You can also discard them there.

The logo, team members, external assignees, fleet vehicles, and add-ons save straight away and do not wait for the save bar.

Settings at a glance​

GroupCardWhat it covers
BasicsBusiness detailsGarage name, logo, business email, phone number, owner
Opening hoursOpen days, hours, and split shifts
AddressStreet, area, postal code, region, country, and timezone
PeopleTeamStaff accounts, roles, specialty, and labor cost
External assigneesPeople without an account that you reuse on bookings
Roles and accessWhich pages each role can open
Owner's sign-inThe garage owner's name, login email, and password (autoGMS admins and organization owners only)
VehiclesGarage fleetYour own vehicles, such as tow trucks and courtesy cars
MoneyCurrency and taxBase currency, default tax rate, and tax registration number
Plan and add-onsYour plan, billing, and add-ons

Basics​

Business details​

  • Garage name -- Used across the dashboard, on invoices, emails, and your booking page
  • Logo -- Shown on invoices, emails, and booking pages
  • Business email -- The contact email customers see
  • Phone number -- Adapts to your country's dialing format
  • Owner -- Shown from the owner's account (read only)

Change the garage name, email, or phone​

  1. Click the row you want to change.
  2. Enter the new value and click Done.
  3. Click Save changes at the bottom of the page.

Good to know: The business email is your garage's contact email, not your login email. To change your own login email, open the profile menu in the header and select Profile settings.

  1. Click the Logo row. A panel opens showing your logo on light and dark backgrounds and where customers see it.
  2. Click Upload a new logo and choose a JPG, PNG, or WebP file up to 5 MB.
  3. To remove it, click Remove logo.

Logo changes save straight away. A square, high-quality logo gives the cleanest result.


Opening hours​

The card shows your week as a strip of seven days on desktop, or a day list on phones. Today is highlighted.

Set your hours​

  1. Click a day. A panel opens.
  2. Choose Open or Closed.
  3. If open, set the hours.
  4. To add a split shift, such as 08:00-12:00 and 13:00-18:00, click Add a shift.
  5. To copy the same hours to other days, tick them under Also use these hours on.
  6. Click Save changes at the bottom of the page.

To reuse Monday's hours, click Copy Monday to all open days on the card.

Good to know: If your hours have never been saved, the card shows a warning. Bookings stay closed until you save your hours.

Customers booking online only see dates and, when enabled, time slots inside your opening hours. If you use Arrival time slots in Booking Settings, slots are created only inside these hours. For example, if you are open 09:00-17:00, no 18:00 slot is offered.

Common schedules​

ScenarioHow to set it up
Standard weekday garageMonday--Friday open (e.g., 8:00--18:00), Saturday and Sunday closed
Six-day operationMonday--Saturday open, Sunday closed
Split week with Friday offSunday--Thursday open, Friday and Saturday closed (common in the Gulf region)
24-hour emergency serviceSet all days to open with times 00:00 to 23:59

Address​

  • Street address
  • Area/District
  • Postal code -- The label follows your country (Postcode in the UK, ZIP Code in the US)
  • Emirate/State/Region -- Shown when your country has them
  • Country and Timezone -- Read only

Click a row to change it, click Done, then click Save changes.

Good to know: Country and timezone are protected because they set your currency, financial report periods, and scheduled report timing. Contact autoGMS Support if either needs correcting.


People​

Team​

The Team card lists everyone with an account for this garage: Name, Role, Specialty, Labor cost, Date added, and Status. When the team is large, you can search and filter by role and status, and click Show all to see everyone.

  • Technician skills opens the Technicians page.
  • Add team member opens a panel to invite someone.

Understanding roles​

RoleWhat they can doWhat they cannot do
Garage OwnerFull access to everything -- settings, finances, reports, and team management--
Garage AdminManage operations, staff, marketing, and most settingsCannot manage billing or subscription
ManagerFull operational access -- settings, finances, reports, and staff managementCannot manage billing, subscription, or marketing
Service AdvisorFront-desk operations -- bookings, customers, invoices, estimates, reception deskNo access to settings, reports, inventory, or bays
TechnicianWork on assigned jobs, manage service bays, and complete inspectionsNo access to Bookings, Customers, Inventory, Estimates, or financial pages

Add a team member​

  1. Click Add team member.
  2. Enter their first name, last name, and email.
  3. Choose a role. For a technician, add their specialty. For a custom role, enter the custom role name.
  4. Send the invite.

They receive an email with their sign-in details and appear in the table straight away.

Good to know: The roles you can choose depend on your own role. Managers can add Technicians and Service Advisors. Garage Admins can also add Managers. Only Garage Owners can add Garage Admins. See Roles & Access Control.

Edit, deactivate, or remove a team member​

Click a person in the table. Their panel lets you:

  • Change their role
  • Edit their first name and last name, and their email for technicians
  • Set a technician's specialty and labor cost per hour. Labor cost is what the technician costs you. It is used for job profit, not customer prices.
  • Deactivate, Restore, or Remove them

Team changes save straight away.


External assignees​

External assignees are people without an autoGMS account that you can reuse on bookings, for example to credit a commission. The table shows Name, Phone, Tags, Created, and Status.

  • Click Add to create one.
  • Click an assignee to edit their name, phone, and up to 5 tags, or to Archive them.

Roles and access​

This card controls which pages each role can open. It also holds the Custom role name.

  • Each row is a page or action. Each column is a role.
  • Tick a cell to allow that page for the role. Untick it to remove access.
  • Grey lock cells are fixed and cannot be changed.
  • Changes save with the Save changes bar and apply straight away to the sidebar and page access.

Click Preview as a team member and choose a person to see which pages they can and cannot open, including your unsaved changes.

For invoice view-only access, leave Invoices on and turn Edit invoices off. The role can still open, search, download, and export invoices, but cannot create or change them. Turning Invoices off removes invoice access completely.

Saving requires actual management scope for that garage: its registered owner, the owning organization's registered owner, or an administrator assigned to that organization. A role label by itself is not enough.

Good to know: The Garage Owner always has full access. For the default access of each role, see Roles & Access Control.


Owner's sign-in​

This card is shown only to autoGMS admins and organization owners. Use it to manage the garage owner's name, login email, and password. Changes save to the owner's account straight away.


Vehicles​

Garage fleet​

Register your garage's own vehicles -- tow trucks, courtesy cars, service vans, and other internal vehicles.

The card shows a summary (vehicles, in service, retired, missing VIN, missing mileage) and a table with Plate, Vehicle, Type, VIN, Fleet ID, Mileage, and Status. Large fleets get a search box and paging.

Add vehicles​

  1. Click Add vehicles.
  2. Choose the make, model, type, year, and cylinders.
  3. Enter the plate, fleet ID, and VIN if you have them.
  4. Set how many to add (up to 50).
  5. Save.

Good to know: When you add more than one vehicle, the plate, VIN, and fleet ID go on the first vehicle only. Fill in the others one by one afterwards. Plate, VIN, and fleet ID must be unique across your fleet.

The vehicle type list here is not limited by the vehicle types you accept for online booking.

Manage a vehicle​

Click a vehicle to see its plate, VIN, fleet ID, mileage, and mileage history. From the panel you can:

  • Mark as in service or Mark as active
  • Duplicate it (plate, VIN, and fleet ID are cleared on the copy)
  • Retire or Reactivate it
  • Edit details or Remove it
StatusMeaning
ActiveAvailable for day-to-day use
In ServiceTemporarily unavailable (maintenance or workshop)
RetiredNo longer in use but kept in records

I cannot save because of a duplicate VIN, plate, or fleet ID. That value is already on another fleet vehicle. Search the fleet for it, correct one of the records, and save again.


Money​

Currency and tax​

  • Base currency -- Follows your garage country (read only)
  • Default tax rate -- The tax percentage applied to invoices. Enter 5 for 5%.
  • Tax registration number -- Saved per garage. You can show or hide it on invoices from the invoice settings.

Click a row to change it, click Done, then click Save changes.

CountryCurrency
United Arab EmiratesAED
Saudi ArabiaSAR
QatarQAR
United KingdomGBP
France, Germany, Italy, Spain, etc.EUR
All other countriesUSD

Good to know: Currency follows the protected garage country. Contact autoGMS Support if the country was recorded incorrectly.

Invoice logo and company stamp​

  • Garage logo -- Managed from Business details. It is the issuer logo on invoices, the booking page, and other customer-facing pages.
  • Company stamp -- Managed from Invoices → Settings. It is a shared organization stamp used on newly generated invoices.

Organization admins and owners can upload, replace, or remove the stamp there. Other garage users can see the preview but cannot change it. Each garage still controls whether the stamp shows by default: open Invoices, switch to the Settings tab, and turn Show company stamp on or off. You can still override it on a single invoice in the invoice generator.


Plan and add-ons​

This card shows your plan and its status.

  • Upgrade now or Activate plan appears when you are on a trial or have no active plan. Click it to choose a plan and enter payment details.
  • Manage billing opens the Stripe billing portal, where you can update payment methods, see past invoices, and manage your subscription. Use it if your status shows past due.

Add-ons:

  • Financial Reports -- Profit & Loss, balance sheet, cash flow, and tax reports
  • Branded SMS reminders -- UK garages only. Send service and MOT reminders by SMS from a sender name customers recognise, such as "MKAUTO". Set it up in Service Reminders once active.

Click an add-on to see its price in your currency and add it. Once purchased, it shows as active.


Moved Out of Workshop Settings​

Looking for...Where it is now
Inspection policyBooking Settings → Staff bookings and jobs → Inspection and completion. Old links to the inspection section redirect there. See Inspection Workflow.
Website domains (authorized domains for the booking widget)Settings → Booking page and form → Your website. See Online Booking.
Your own name, login email, and passwordProfile menu in the dashboard header → Profile settings

Profile settings​

Your personal details are about you, not the garage, so they live on your personal profile page. Open the profile menu (top right) and select Profile settings. There you can update your name and phone number, change your login email (a verification link is sent to the new address), and change your password.

If you have forgotten your password, use Forgot Password on the login page.


Organization Settings (Multi-Garage Setups)​

If your business operates multiple garages, they are grouped under an Organization. Organization settings let you manage things that apply across all your garages.

How to access​

  1. From the dashboard, navigate to your Organization Settings page.
  2. You will see the organization name, active features, pre-inspection settings, and team management.

What you can do​

Rename your organization​

  1. Click the edit icon next to your organization name.
  2. Type the new name.
  3. Click Save.

View active features​

The Active Features section shows all features currently enabled for your organization, such as:

  • Marketing & Campaigns
  • Bay Management
  • Inventory Tracking
  • Business Analytics
  • Customer Reviews
  • Dynamic Pricing
  • Pre-Inspection System
  • Accounting & Finance

Toggle pre-inspection for all garages​

  1. Find the Pre-Inspection Settings section.
  2. Toggle the switch to enable or disable pre-inspection across all garages in your organization.

When enabled, pre-inspection is set to "Required" for all bookings across all your garages.

Enable Central Warehouse​

If your organization uses shared stock across locations, you can enable Central Warehouse from Organization Settings.

Typical flow:

  1. Turn on Central Warehouse.
  2. Confirm whether to move current stock into warehouse now or do it later.
  3. Open the Warehouse page to verify inventory and movement.

Once enabled:

  • Garage inventory pages can Withdraw from Warehouse.
  • Job assignment can use warehouse shortfall automatically during Assign to Job.

For full workflow and troubleshooting, see Central Warehouse.

Manage administrators across locations​

The Team Management section lets you assign administrators to specific garage locations.

Adding an administrator:

  1. In the Add New Administrator section, enter the person's Email Address.
  2. Select the Location (garage) they should manage from the dropdown.
  3. Click Send Invitation.

The new administrator will receive an email with login instructions.

Viewing current administrators:

Each garage in your organization is listed with its assigned administrators. You can see:

  • Administrator name and email
  • Which garage they are assigned to
  • How many administrators each location has

Removing an administrator:

  1. Find the administrator under their assigned garage.
  2. Click Remove.
  3. Confirm the removal in the dialog that appears.

This immediately revokes their access to that location.

Purchase add-ons​

If the Financial Reports add-on is not yet active, you can purchase it directly from the Organization Settings page. The price is shown in your regional currency.


Tips & Best Practices​

  • Complete your profile first. Before you take bookings, fill in your garage name, address, contact details, logo, and opening hours. They appear on every invoice and customer message.

  • Check country and timezone during setup. They set currency, report periods, scheduled report timing, and regional formatting. Contact autoGMS Support if either was recorded incorrectly.

  • Keep your opening hours accurate. They feed the booking calendar. Wrong hours mean customers try to book when you are closed, or miss times when you are open.

  • Use the right roles for your team. Give each person the role that matches their job. This keeps financial data safe and prevents accidental changes.

  • Clear the "to fix" list. When N to fix appears at the top, click it and work through the cards it shows.

  • Use organization settings for multi-garage consistency. If you manage several garages, use organization-level settings so all locations stay in sync.


Frequently Asked Questions​

General​

Q: I changed my garage name, but it still shows the old name in some places. A: Refresh your browser. Cached pages may take a moment to update.

Q: Can I have different settings for different garages? A: Yes. Each garage has its own opening hours, contact details, address, team, and financial details. Organization-level settings apply across all garages in that organization.

Q: I cannot find a setting. A: Type it in Find a setting at the top of the page. Inspection steps and booking rules are in Booking Settings. Website domains are on Booking page and form. Your own password is under Profile settings in the profile menu.

Opening Hours​

Q: Can I set different hours for holidays? A: Opening hours sets your standard week. For holidays or special closures, change the hours temporarily and change them back afterward.

Q: What happens if a customer tries to book outside my opening hours? A: Online booking only offers dates and time slots inside your opening hours.

Team​

Q: How can I see all user accounts for my garage? A: Go to Settings → Workshop settings → People → Team. The table lists every account for the garage with its role and status. Click a person to see their details.

Q: I added a team member but they have not received their email. What should I do? A: Ask them to check their spam or junk folder. If it still has not arrived after a few minutes, remove the member and add them again to send a new invitation.

Q: Can a team member belong to multiple garages? A: Yes. A user can be added to several garages and switch between them from the dashboard.

Q: What happens when I remove a team member? A: Their access to your garage ends straight away. Other garages they belong to are not affected. To pause access instead, use Deactivate, and Restore them later.

Money​

Q: How do I change my currency? A: Currency follows the garage country. Contact autoGMS Support if the country was recorded incorrectly.

Q: Where can I see my autoGMS invoices and payment history? A: Click Manage billing in Plan and add-ons. It opens the Stripe billing portal.

Q: What happens if my payment fails? A: Your plan status changes to past due. Update your payment method through Manage billing to restore your account.

Your Account​

Q: Where do I change my own password? A: Open the profile menu in the dashboard header and select Profile settings. If you have forgotten it, use Forgot Password on the login page.

Q: Can an admin change another user's password? A: No, except the garage owner's: autoGMS admins and organization owners can manage the owner's login email and password in Owner's sign-in. Everyone else changes their own password.

Organization Settings​

Q: Who can access Organization Settings? A: Organization settings are available to users with the Organisation Owner role.

Q: If I disable Central Warehouse, do I lose warehouse stock? A: No. Disabling Central Warehouse turns off warehouse workflows, but stock is preserved for later re-enable.

Q: If I enable pre-inspection at the organization level, can individual garages disable it? A: No. Organization-level pre-inspection settings apply to all garages under that organization. This ensures a consistent quality process across all your locations.

Q: Can I add the same person as an admin to multiple garages? A: Yes. When adding an administrator, you select a specific garage location. You can add the same email address to multiple locations if needed.


Quick Reference​

I want to...Go hereDo this
Update garage name, email, or phoneWorkshop settings → Basics → Business detailsClick the row, edit, Done, Save changes
Upload or remove logoBusiness details → LogoUpload a new logo or Remove logo (saves straight away)
Set opening hoursBasics → Opening hoursClick a day, set Open/Closed and hours, Save changes
Change addressBasics → AddressClick the row, edit, Save changes
View country or timezoneBasics → AddressRead only; contact Support to correct
Invite a team memberPeople → Team → Add team memberEnter name, email, role; send invite
Change a member's rolePeople → Team → click the personChoose a new role
Remove or deactivate a memberPeople → Team → click the personDeactivate or Remove
Change page access by rolePeople → Roles and accessTick or untick cells, Save changes
Add fleet vehiclesVehicles → Garage fleet → Add vehiclesFill in details and quantity
View currencyMoney → Currency and taxFollows garage country
Set tax rate or tax registration numberMoney → Currency and taxClick the row, edit, Save changes
Manage plan or payment methodMoney → Plan and add-onsManage billing
Buy an add-onMoney → Plan and add-onsClick the add-on, add it
Change inspection stepsBooking Settings → Inspection and completionSet Optional or Required
Add a website domainBooking page and form → Your websiteAdd the domain
Change my own passwordProfile menu → Profile settingsUpdate password