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Getting started

Set up your shop

The one-time setup for a new RedAppy shop: shop name and logo, business hours, default labor rate, parts markup ranges, shop fees, sales tax, and your job list.

Everything in this guide lives on one page, Shop Setup → Shop Settings, and most of it is set once. These values are what every new estimate and invoice starts from, so getting them right first saves a lot of retyping later.

Shop Settings, section by section

  1. Open Shop Setup → Shop Settings. Under Shop Information, enter your Shop Name, Phone, Email, and Address. These print on every estimate and invoice the customer sees.

    Shop Settings open at Shop Information: Shop Name, Phone, Email, a Logo upload box, and the Address fields

  2. Upload a Logo for receipts and branding, and check the Shop Timezone so calendar times are right.

  3. Under Business Hours, set Open and Close for each day, or tick Closed. Online booking and the calendar use these hours.

    The Business Hours section with Open and Close times for each weekday and a Closed checkbox per day

  4. Under Pricing, set the Default Labor Rate (per hour). Then fill in Parts Markup: one row per cost range, each with a Markup (%). When you add a part to an estimate, its cost is matched to a range and the markup is applied for you. Use Add Range for more tiers.

    The Pricing section: Default Labor Rate per hour, and the Parts Markup ranges such as Up to $10 at 0%, $10.01 to $50 at 15%, $50.01 to $200 at 25%

  5. Under Fees, set the default Shop Supply Fee and Environmental Fee that are added to each new estimate and invoice (you can change them on a single job), and the daily Storage Fee rate. Under Sales Tax, enter your rate and tick which parts of the bill it applies to: labor, parts, flat-rate jobs, fees. Click Save.

    The Fees section with Shop Supply Fee, Environmental Fee, and Storage Fee daily rate, above the Sales Tax section

  6. Open Service Work → Jobs. This is your job list, the names you pick from when building an estimate. Add the jobs you do most, and optionally a default Labor Hours for each so estimates fill in faster.

    The Jobs list with job names like Diagnostic Check, Water Pump Replacement, and Front Brake Pads Replacement, with a Labor Hours column
Note:Also on this page: Inspection Types and their prices, the Google Review request settings, your website theme, social links, and the estimate and invoice color themes. Each has its own guide.

Frequently asked questions

Yes. The default fills in, and you can overwrite the Labor Rate on any job.

Set its default to 0. It will still appear as a line you can fill in on a particular invoice.

Each row covers part costs from From to To. A $30 part falls in the $10.01 to $50 row, so with 15% there it sells for $34.50. Leave To blank on the last row for "and up".