# The ReedPort user guide How the counter runs, in order. Nine chapters, one short video and one written page per workflow. ## 1. Getting your shop open Sign up, confirm your email, and get through the first fourteen days before you touch a ticket. - [Sign up and create a shop](https://reedport.com/guide/getting-your-shop-open/sign-up) (0:25) - [Confirm your email and start the trial](https://reedport.com/guide/getting-your-shop-open/confirm-email) (0:20) - [Sign in](https://reedport.com/guide/getting-your-shop-open/sign-in) (0:15) - [Fill in the first-run basics](https://reedport.com/guide/getting-your-shop-open/first-run-prompt) (0:30) - [Reset a forgotten password](https://reedport.com/guide/getting-your-shop-open/reset-password) (0:25) ## 2. People and machines Everything before you open a ticket: find or add the customer, then find or add their machine. - [Find a customer](https://reedport.com/guide/people-and-machines/find-a-customer) (0:20) - [Add a customer](https://reedport.com/guide/people-and-machines/add-a-customer) (0:35) - [Ring up a cash sale](https://reedport.com/guide/people-and-machines/cash-sale) (0:20) - [Open a customer's page](https://reedport.com/guide/people-and-machines/open-a-customer) (0:25) - [Add a machine](https://reedport.com/guide/people-and-machines/add-a-machine) (0:30) - [Follow a machine's history across owners](https://reedport.com/guide/people-and-machines/machine-history) (0:25) - [Find a machine shop-wide](https://reedport.com/guide/people-and-machines/find-a-machine) (0:20) ## 3. Running a ticket The daily path: open a ticket, punch parts and labor, and keep it moving without touching the mouse more than you have to. - [Start a work ticket or a sales ticket](https://reedport.com/guide/running-a-ticket/start-a-ticket) (0:25) - [Add a second machine to the same ticket](https://reedport.com/guide/running-a-ticket/two-machines-one-ticket) (0:20) - [Punch parts onto the ticket](https://reedport.com/guide/running-a-ticket/add-a-part) (0:20) - [Punch labor onto the ticket](https://reedport.com/guide/running-a-ticket/add-labor) (0:20) - [Leave a note and add photos](https://reedport.com/guide/running-a-ticket/add-photos) (0:25) - [Set tax and tax-exempt lines](https://reedport.com/guide/running-a-ticket/tax-exempt-customer) (0:20) - [Keyboard-first tips](https://reedport.com/guide/running-a-ticket/keyboard-at-the-counter) (0:25) ## 4. Finishing and getting paid Finish the ticket, take payment or keep it open, and handle what happens after. - [Finish the ticket and take payment](https://reedport.com/guide/finishing-and-getting-paid/finish-and-take-payment) (0:35) - [Print the open ticket](https://reedport.com/guide/finishing-and-getting-paid/print-the-ticket) (0:20) - [Reprint or email an invoice](https://reedport.com/guide/finishing-and-getting-paid/the-printed-invoice) (0:20) - [Take a payment on an invoiced ticket](https://reedport.com/guide/finishing-and-getting-paid/charge-to-account) (0:25) - [Reopen, delete, or void a ticket](https://reedport.com/guide/finishing-and-getting-paid/void-an-invoice) (0:25) - [Apply a payment from Receivables](https://reedport.com/guide/finishing-and-getting-paid/what-a-customer-owes) (0:25) ## 5. Keeping the shelf straight Receive stock, price it, and know what happened to every part. - [Receive stock](https://reedport.com/guide/keeping-the-shelf-straight/receive-stock) (0:35) - [Search inventory](https://reedport.com/guide/keeping-the-shelf-straight/the-inventory-list) (0:20) - [Create or adjust a part](https://reedport.com/guide/keeping-the-shelf-straight/add-a-part-record) (0:25) - [Search a part's history](https://reedport.com/guide/keeping-the-shelf-straight/part-history) (0:20) ## 6. Seeing the whole shop Step back from one ticket and see the whole shop: the ticket list, the calendar, and what the day made. - [Show cost and profit on a ticket](https://reedport.com/guide/seeing-the-whole-shop/show-cost) (0:20) - [Find any ticket shop-wide](https://reedport.com/guide/seeing-the-whole-shop/open-a-ticket) (0:20) - [See the week's load on the calendar](https://reedport.com/guide/seeing-the-whole-shop/the-weeks-load) (0:20) - [Check labor and parts totals](https://reedport.com/guide/seeing-the-whole-shop/labor-parts-totals) (0:25) ## 7. Running the shop Everything a shop owner sets up once and revisits rarely: users, tax, labor codes, and the shop's own account. - [Invite a user](https://reedport.com/guide/running-the-shop/invite-a-user) (0:25) - [Deactivate or reactivate a user](https://reedport.com/guide/running-the-shop/deactivate-a-user) (0:20) - [Know who can do what](https://reedport.com/guide/running-the-shop/counter-vs-owner) (0:25) - [Set the shop's profile](https://reedport.com/guide/running-the-shop/shop-profile) (0:25) - [Set the default tax rate](https://reedport.com/guide/running-the-shop/tax-rate) (0:15) - [Set up labor codes](https://reedport.com/guide/running-the-shop/labor-codes) (0:25) - [Manage users from Settings](https://reedport.com/guide/running-the-shop/users-tab) - [Manage billing from Settings](https://reedport.com/guide/running-the-shop/billing-tab) - [Report a problem](https://reedport.com/guide/running-the-shop/report-a-problem) (0:20) - [Switch appearance / dark mode](https://reedport.com/guide/running-the-shop/dark-mode) (0:15) - [When the trial ends or the bill is unpaid](https://reedport.com/guide/running-the-shop/the-billing-wall) (0:20) ## 8. Money on file: cards and receivables detail Two different Stripe relationships live one tab apart. This is the one for taking your customers' cards. - [Add a card and start paying](https://reedport.com/guide/money-on-file/add-a-card) (0:30) - [Set up card payments for customers](https://reedport.com/guide/money-on-file/card-setup) (0:30) ## 9. Working from a tablet or phone The same daily path, from a tablet or phone at the counter or out back. - [Work from a tablet or phone](https://reedport.com/guide/tablet-or-phone/tablet-and-phone) (0:25) Every page above is also available as Markdown at the same path with .md appended.