Documentation
How Service VIN works.
The same 67 guides that live inside the app, in the open — quotes, invoicing, booking, the AI crew, inventory, payments and the API. Read before you sign up, or send a customer a link.
01
Getting started
First-day setup, inviting your crew, and the mobile app.
6 articles
02
Account & billing
Your trial, plans, upgrading, payment issues, and cancelling or exporting.
2 articles
03
Sales & front office
Inbox, leads, quotes, invoices, customers and your sales scripts.
10 articles
- 01The Inbox: text customers from the dashboard
- 02Leads: your sales pipeline
- 03Point your website forms at Service VIN
- 04Quotes that win (and protect your margin)
- 05Invoices & getting paid
- 06Customer records: one page per customer
- 07Sales Scripts: the words that close
- 08Reviews: reply to Google reviews, publish posts & embed the wall
- 09The softphone: calls from your dashboard & phone
- 10The customer portal & garage: what your customers see
04
Shop operations
Calendar, workflow board, jobs, services, team, inventory, documents.
11 articles
- 01The calendar: bookings, events & the day's route
- 02The workflow board & the wall display
- 03Inside a job: work items, materials & the record
- 04Services & stations: the catalog everything reads from
- 05Inventory: film by the foot, at real cost
- 06The document portal: files, previews & customer sharing
- 07The Film Exchange: buy & sell film between shops
- 08Import your price list — without typing it twice
- 09Dispatch: assign the day's work
- 10Share links: send a customer one secure link
- 11Customise your lists and customer files, and see the rating each customer gave you
05
Online booking
Your storefront, deposits, embeds, and accurate availability.
4 articles
06
AI & automations
The agent crew, Dash, shop voice, approvals, scheduler, automations.
13 articles
- 01Meet the AI crew
- 02Meet Dash, your in-app copilot
- 03Your shop voice: one setting, every agent
- 04Tell your agent what to say
- 05Give your agent a knowledge base
- 06Draft first: approve every text before it sends
- 07AI drafts in your inbox
- 08The phone agents: missed-call text-back & the AI receptionist (beta)
- 09The AI Scheduler: profit-ranked slots
- 10Set up Automations: rules that react to your shop
- 11Calls on your shop number, with AI follow-through
- 12AI credits & the AI Setup Assistant
- 13Confirmations: what your customer hears, and when
07
Reports & data
Analytics, the weekly digest, and importing from other platforms.
4 articles
08
Settings & integrations
Branding, templates, messaging, notifications, and connected apps.
10 articles
- 01Shop profile: identity, hours & numbering
- 02Branding & message templates
- 03Texting setup: Twilio, your number & A2P
- 04Notifications: who hears about what
- 05The integrations hub: connect your tools
- 06Email in the inbox: log customer emails on their profile
- 07Connect Stripe & get paid out
- 08API keys & the public API (with Zapier & Make recipes)
- 09The Quo inbox integration
- 10Installer app: set it up for your crew
09
Troubleshooting
When something looks stuck, silent, or missing — start here.
7 articles