User guide
How the counter runs, in order.
Written for counter staff and shop owners. No sign-in needed to read it.
First workflow: Sign up and create a shop.
Guide chapters
Nine chapters, the order a new shop needs them.
What blocks a first ticket comes first. The tools ReedPort staff use to run the service are not in this guide.
Sign up, confirm your email, and get through the first fourteen days before you touch a ticket.
Everything before you open a ticket: find or add the customer, then find or add their machine.
The daily path: open a ticket, punch parts and labor, and keep it moving without touching the mouse more than you have to.
Finish the ticket, take payment or keep it open, and handle what happens after.
Step back from one ticket and see the whole shop: the ticket list, the calendar, and what the day made.
Everything a shop owner sets up once and revisits rarely: users, tax, labor codes, and the shop's own account.
- Invite a user0:25
- Deactivate or reactivate a user0:20
- Know who can do what0:25
- Set the shop's profile0:25
- Set the default tax rate0:15
- Set up labor codes0:25
- Manage users from Settings
- Manage billing from Settings
- Report a problem0:20
- Switch appearance / dark mode0:15
- When the trial ends or the bill is unpaid0:20
Two different Stripe relationships live one tab apart. This is the one for taking your customers' cards.
The same daily path, from a tablet or phone at the counter or out back.
Reference
Keys at the counter
The daily path works end to end without a mouse: punch a name, a part, and a labor code by typing.
| Key | Where it works | What it does |
|---|---|---|
| F4 | Ticket screen | Opens Finish ("Finish ticket") if unfinished; if already invoiced, opens Take payment (due remaining) or the invoice itself (paid in full). |
| Ctrl+F4 | Ticket screen | Saves and closes, returning to the customer page (blocked with a message if the ticket must be paid in full first). |
| Ctrl+Del | Ticket screen | Context-sensitive: opens Delete this ticket while unfinished, or Void invoice once invoiced. |
| F7 | Ticket screen, Invoice document page, Ticket print page | Print / PDF before Finish, or Print invoice after; also reachable as Ctrl/Cmd+P on those pages themselves. |
| F8 | Every shop-floor screen | Navigate to Tickets (/orders). |
| Shift+F8 | Every shop-floor screen | Navigate to Customers (/customers). |
| F5 | Customers list, Equipment list, Tickets list, ticket screen | List pages: focuses the search or filter box. Ticket screen: opens the full "Look up part" dialog. |
| F2 | Customer page | Start repair. Opens or creates a work order for this customer. |
| F3 | Customer page | Sell parts. Opens or creates a sales order for this customer. |