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Learn the workflows that run your facility
These guides are organized around the jobs your team performs every day. Pick a workflow, follow the steps, and use the search bar when you know exactly what you need.
Start here for onboarding and the records every facility needs before using the dashboard.
Getting started overviewStart here when your facility is new to Car Storage Software — follow a simple path from setup to your first customer, car, and daily work.Getting startedFollow a simple first-time setup path so your team can start using Car Storage Software with confidence.Complete the Setup GuideUse the in-app Setup Guide to track the most important setup tasks for a new facility workspace.Set up your facility profileConfirm your facility name, branding, time zone, and regional settings so customers and staff see the right information everywhere.Use the Create event home pageStart vehicle drop-offs, service work, pickups, and multi-step workflows from the Create event page — the classic staff home screen.Install the mobile appAdd Car Storage Software to your phone home screen so staff and customers can open it like a native app from Safari, Chrome, or other mobile browsers.Learn the dashboardFind your way around the main dashboard, sidebar, and daily work areas without needing technical knowledge.Customize your Overview dashboardBuild a facility command center with widgets, charts, maps, and reusable app components on the Dashboard (beta) page.Prepare your first customer and carAdd the first customer and vehicle records your team needs so daily work starts with clean information.
Matches the Cars area in the dashboard sidebar for managing vehicle records, storage, service, and ownership.
Cars overviewUnderstand the vehicle workflows available from the Cars section of the dashboard.Add a carCreate a vehicle record so your team can track storage, service, notes, and customer ownership.Find and filter carsSearch, filter, and adjust the Cars list so you can quickly find the right vehicle record.View and edit vehicle detailsUpdate a car record so the vehicle, customer, insurance, value, service, and readings stay accurate.Move a carReassign a vehicle to a different parking spot or facility zone so the record matches the floor plan.Start a car sessionBegin an intake, inspection, delivery, photo walkthrough, or custom event for a vehicle.Review car activity, notes, and photosUnderstand what has happened with a vehicle by reading its activity history, notes, and photo sections.
Matches the Contacts area in the dashboard sidebar for customer records, CRM context, tags, and follow-up work.
Contacts overviewUnderstand the customer and CRM workflows available from the Contacts section of the dashboard.Add a customerCreate a customer record so your team can connect people, cars, invoices, and communication history.Import customers and cars from a spreadsheetBring an existing customer list into Car Storage Software and review it before records are created.Find and filter contactsSearch, filter, and change Contacts views so you can quickly find the right customer record.Export and use the customer reportReview customer records in one table, sort by billing or portal status, and export a spreadsheet for your team.Manage contact tags and CRM fieldsUse tags, pipeline stages, customer types, and sources to organize and segment your customer base.Review customer activity and historySee emails, texts, notes, billing, and event changes in one timeline on the customer record.Link cars and documents to a customerConnect vehicles, contracts, and uploaded files to the correct customer record.Manage billing on a customer recordConnect a customer to payment processing, save payment methods, and review billing settings from their contact page.Edit customer detailsUpdate customer contact information, CRM fields, notes, and account status from the customer detail page.Invite a customer to the portalSend a sign-in link so the customer can access their cars, billing, documents, and schedule from the customer portal.Understand portal access levelsLearn the difference between Full and Ticket-only portal access, when each applies, and how to help customers sign in.Guide a customer through the portalHelp a customer sign in, understand what they can do, and complete common portal tasks with confidence.Handle duplicate or merged customer recordsFix duplicate customers by migrating to an additional contact, restoring deleted records, or deleting mistakes safely.Manage additional contactsAdd spouses, assistants, bookkeepers, and other people who help manage a customer's account.
Matches the Payments area in the dashboard sidebar for invoices, quotes, recurring billing, products, services, and vendors.
Payments overviewLearn what each Payments page does and where to start when you need to bill, quote, or manage vendors.Create an invoiceThis guide has moved to the Payments section.Create an invoiceCreate a clear customer invoice for storage, service, amenities, or one-time charges—and choose how the customer will pay.Review a customer invoiceOpen a customer invoice, understand each status, and decide whether to send, charge, edit, or record payment.Send and collect customer paymentsFollow up on customer invoices, resend payment links, charge a saved payment method, or record cash and check payments.Create a quoteSend pricing to a customer for review before you create an invoice or begin billable work.Manage recurring billingSet up and monitor repeat charges for storage, memberships, service plans, or other ongoing billing.Manage products and servicesCreate reusable billing items for invoices, quotes, recurring plans, checkout, and customer purchases.Manage vendorsAdd outside service providers, invite them to set up payment details, and track vendor records.Review and pay vendor invoicesReview invoices submitted by outside providers, update their status, and record vendor payments.
Covers contract templates, signing workflows, document requirements, and customer-facing agreements configured from Settings.
Contracts overviewUnderstand contract templates, signing flows, document requirements, and customer agreements.Create a contract templateBuild a reusable agreement for storage, service, events, waivers, or onboarding.Send multiple contracts in one signing linkWhen one customer has several vehicles, bundle agreements so they sign once instead of opening separate emails for each car.Send a contract for signatureRequest a customer signature on a facility contract or agreement.Upload a document for a customerAdd insurance cards, registration, titles, and other files to a customer record when the customer emails them or brings paper to the front desk.Attach contracts to customer workflowsRequire the right agreements during customer onboarding or customer setup.Help customers complete onboarding paperworkWalk customers through contract signing and document uploads during their first portal setup.Configure document requirementsDefine the document types customers or staff should upload for facility workflows.Help customers upload documents in the portalSet up document types and show customers how to upload insurance, registration, and other files from the customer portal.Review signed contracts and document historyFind signed agreements, uploaded files, statuses, downloads, and history on a customer record.
Matches the Schedule area in the dashboard sidebar for calendar planning, appointments, availability, and reminders.
Schedule overviewLearn how to use the Schedule page to plan appointments, adjust events, and track daily facility work.Use full-screen schedule displayShow the team calendar on a wall monitor or TV without dashboard menus getting in the way.Subscribe to the team calendarAdd your facility schedule to Apple Calendar, Google Calendar, or Outlook so appointments stay in sync without manual copying.Create an appointmentAdd a customer appointment, vehicle task, or facility event to the Schedule calendar.Create recurring appointmentsSchedule repeating customer visits or internal tasks so your team does not have to recreate the same event every week.Use Table view on ScheduleScan, sort, and review many scheduled events in a list when the calendar feels too crowded.Find and filter scheduled workUse search, filters, calendar controls, and view settings to quickly find the right scheduled events.Use the Whiteboard view on ScheduleSee scheduled work as cards on a board when your team thinks in tasks more than clock times.Approve or decline a customer booking requestReview online appointment requests, confirm the time, decline politely, or suggest a new time before the customer is left waiting.Update, assign, or reschedule an eventChange an event's time, duration, event type, assignee, or notes after it has been created—including dragging events on the calendar.Run event workflow from ScheduleOpen the linked workflow from a scheduled appointment to complete photos, checklists, vehicle status, and operational steps.Cancel or delete a scheduled eventSafely cancel an appointment, keep a history record, or remove an event that was added by mistake.Track work in the Progress viewUse the Progress view to see what is waiting, active, blocked, or done.
Covers event types, operational workflows, photo rules, resources, reminders, and event setup that often lives under Settings.
Events overviewUnderstand the operational event system that powers scheduling, workflows, resources, notifications, and documentation.Configure event typesSet up the appointment and workflow types your facility schedules most often.Configure scheduling and booking optionsSet when an event can be booked, how long it takes, and which options customers or staff can choose.Configure photo rulesDefine required photo documentation for event types and operational workflows.Set up bookable resourcesConfigure facility resources such as bays, lifts, rooms, staff, and equipment for scheduled events.Set closed days for eventsBlock holidays, facility closures, and service-specific blackout dates so customers do not book unavailable days.Set up event notifications and remindersChoose which customer emails, texts, and reminders are sent for scheduled events.Test an event setupConfirm an event type works correctly before customers or staff rely on it.
Matches the Parking Spots area in the dashboard sidebar for facility layout, spot assignment, and parking reports.
Parking Spots overviewLearn how Parking Spots helps your team track where every vehicle is located in your facility.Set up parking spots and zonesCreate the spots, lifts, and zones your team will use to track where cars are stored.Assign a parking spotMove a car into the correct parking spot or zone so your map matches the real facility.Find parking spots and available spacesUse map view, table view, search, and columns to find cars, reserved spots, and open spaces quickly.Work with zones on the mapClick a zone on the parking map to see capacity, add cars, or move vehicles inside flexible parking areas.Reserve a parking spotHold a parking spot for a customer or car before the vehicle is physically parked there.Review the parking reportUse the parking report to review where cars were assigned during a date range.
Matches the Marketing & Events area in the dashboard sidebar for campaigns, community, reviews, social events, and check-in.
Marketing & Events overviewUnderstand the campaigns, community, reviews, and social event workflows available from the Marketing & Events section.Create a campaignStart a planned email, text, push, or social message so your team can reach the right customers on the Marketing & Events calendar.Create and share a custom formBuild a signup or survey page your team can share by link, QR code, or website embed—without asking customers to call the front desk.Review form responses and exportRead answers from your custom forms, spot trends in charts, and download a spreadsheet for follow-up.Add campaign message, audience, and publishFinish an email, text, or push campaign after you create it—write the message, choose who receives it, schedule send time, and publish safely.Create a social eventPublish an event with customer-facing details, RSVPs, tickets, and check-in support.Review social event RSVPs and attendeesCheck who is coming to a customer event, understand RSVP responses, and prepare your team before event day.Manage community channelsCreate customer community channels for announcements, event updates, and customer discussion.Check in social event attendeesUse the event check-in tools to confirm who arrived at a customer event.Request and manage reviewsSend customers a Google review request and understand where replies and review activity appear.
Covers customer registration, facility landing pages, website embeds, marketplace pages, car listings, checkout, and custom domains.
Facility Web Pages overviewUnderstand the customer-facing facility pages, registration forms, marketplace pages, embeds, and checkout flows.Choose the right public link to sharePick the correct customer-facing link for prospects, customers, vendors, marketplace shoppers, and website visitors.Share customer login linksCopy the correct customer login link, place it where customers can find it, and test it before sharing.Set up customer registrationConfigure the public registration flow for prospects and new customers.Review and approve registration requestsFind a new public registration submission, review the customer and vehicle details, and decide the next staff action.Configure the facility landing pageSet up the public page that introduces your facility, services, location, and calls to action.Publish marketplace listingsMake cars, products, or services visible on customer-facing marketplace pages.Test marketplace checkoutWalk through the customer checkout path before sharing marketplace links or accepting online purchases.Add a website embedAdd customer login buttons, registration links, or a branded badge embed to your existing website.Set up the vendor invoice portalLet vendors submit invoices through a public facility link, then review those invoices in the staff dashboard.Connect a custom domainUse your own web address for public facility pages, customer login pages, and customer-facing email.Go live checklist for public pagesReview the customer-facing links, forms, marketplace, vendor invoice portal, and website links before you share them.
Matches the Inbox area in the dashboard sidebar for customer conversations, SMS, email, and communication history.
Inbox overviewLearn how the Inbox helps your team manage customer texts, emails, calls, and follow-up in one place.Start a new Inbox conversationBegin a text conversation with an existing customer or a new phone number from Inbox.Coordinate with your team in InboxUse Live updates, teammate presence, and message history so your team answers customers once, clearly, and without conflicting replies.Respond to a conversationReview the full customer timeline and choose the best way to reply from Inbox.Send a text message from InboxSend a short customer text, add an image when needed, and confirm the message appears in the conversation history.Send an email from InboxSend a customer email from Inbox when your reply needs a subject line, more detail, or a formal written record.Review calls and transcriptsUse Inbox to review customer call history, recordings, and transcripts before following up.Handle incoming phone callsAnswer customer calls from anywhere in the dashboard, open Inbox for context, and follow up in writing when needed.Respond to reschedule requests in InboxFind reschedule requests in the Inbox conversation list and help customers change appointment times without losing the full message history.Use AI-suggested replies in InboxUse Suggest with AI as a careful starting point for customer replies in Inbox.Configure communication settings for InboxSet up phone, text, email, and staff alerts so your team can use Inbox with confidence.
Matches the AI Assistant entry in the dashboard sidebar for record search, task help, proposals, and workflow shortcuts.
AI Assistant overviewUnderstand what the AI Assistant can help with, when to use it, and how your team stays in control.Manage your assistant chatsStart a new conversation, find past chats, and keep each topic easy to follow.Use the AI AssistantOpen the AI Assistant, ask a clear question, review the answer, and use links to continue your work.Ask about schedule, parking, and recordsUse everyday questions to check today's work, parking availability, and customer or vehicle details.Prepare work with the AI AssistantAsk the assistant to draft new customers, vehicles, appointments, and other facility work for your review.Review AI proposalsCheck assistant-prepared cards before creating or changing records.
Matches the Settings area in the dashboard sidebar for facility setup, communications, billing, team, CRM, security, and advanced configuration.
Settings overviewFollow the first-week setup path for facility details, billing, communications, portal, team access, CRM, and security.Set up general facility settingsSet your facility time zone, date and time format, address format, country, and locations so daily work appears correctly.Set up facility brandingAdd your logo, colors, and display name so the customer app, emails, invoices, and booking widget look like your facility.Connect payment processingPrepare billing settings so your team can collect payments, send invoices, set taxes, and manage quotes with confidence.Configure operations settingsSet up the Operations page so service plans, checklists, statuses, amenities, and floor plan tools match how your facility works.Set up vehicle service plansCreate recurring vehicle care plans so staff can track the services included in each storage or membership level.Manage team permissionsInvite staff, choose the right access level, review permissions, and remove access when someone no longer needs it.Create operations workflowsBuild step-by-step checklists for repeated facility work, such as vehicle intake, pickup, transport, or detailing.Manage custom statuses and amenitiesCreate clear work status labels and bookable facility amenities so staff can track progress and reserve the right spaces.Configure communicationsSet up phone, text messaging, email domain, social links, Google Reviews, and notification defaults for your facility.Configure customer onboardingSet up your public registration form and the steps new customers complete after they sign in to the customer app.Configure portal and websiteSet up the customer app home screen, portal behavior, shareable links, booking widget, and public facility pages before inviting customers.Configure CRM settingsSet up CRM stages, customer types, and sources so leads and customers are organized in a way your staff understands.Review security settingsAdd passkeys, review admin access, and build a simple security habit for protecting customer and billing data.