User guide
Every workflow, one page.
All nine chapters, every workflow, in the order a shop runs into them. Each one links to its own page for the full steps and video.
01. 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 shop0:25
Create a shop from reedport.com: owner info, shop name, and a password, behind a quick human check.
Read this workflow →Confirm your email and start the trial0:20
Confirm the emailed link or 6-digit code to start the 14-day trial and land on Customers.
Read this workflow →Fill in the first-run basics0:30
Fill in the shop's first-run basics inline on Customers, or skip and do it later in Settings.
Read this workflow →Reset a forgotten password0:25
Request a reset email, then set a new password from the emailed link.
Read this workflow →02. People and machines
Everything before you open a ticket: find or add the customer, then find or add their machine.
Find a customer0:20
Search Customers by name, phone, or email, and open the top match.
Read this workflow →Add a customer0:35
Add a walk-up customer with just a last name, or set Charge and Tax exempt up front.
Read this workflow →Ring up a cash sale0:20
One click opens a parts-only ticket on the shop's Counter Sale customer.
Read this workflow →Open a customer's page0:25
The Open, Equipment, and Balance tabs on one customer, plus a collapsed Activity timeline.
Read this workflow →Add a machine0:30
Add a machine with brand, model, and serial, from a customer's Equipment tab or mid-ticket.
Read this workflow →Follow a machine's history across owners0:25
Every ticket ever written on a serial, across every owner, on one page.
Read this workflow →Find a machine shop-wide0:20
Search every machine on file by serial, model, or brand, without knowing the owner.
Read this workflow →03. 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 ticket0:25
Start a work ticket for a machine, or a sales ticket for parts alone, from the customer page or the Tickets list.
Read this workflow →Add a second machine to the same ticket0:20
Attach more than one machine to the same ticket, each in its own tab, when a customer drops off more than one job at once.
Read this workflow →Punch parts onto the ticket0:20
Type a part number, scan a barcode, or add a misc line, on any ticket, with price and cost attached from the catalog.
Read this workflow →Punch labor onto the ticket0:20
Add a labor line to a work ticket by code, quick-pick chip, or misc labor, with hours and rate filled in.
Read this workflow →Leave a note and add photos0:25
Write a comment and attach photos with captions to a machine on a ticket, from a desktop, phone, or tablet.
Read this workflow →Set tax and tax-exempt lines0:20
Every parts and labor line defaults a tax rate. A customer's Tax exempt certificate changes what new lines default to.
Read this workflow →Keyboard-first tips0:25
Run the daily path end to end without the mouse: punch a name, start a ticket, punch parts and labor, and Finish.
Read this workflow →04. Finishing and getting paid
Finish the ticket, take payment or keep it open, and handle what happens after.
Finish the ticket and take payment0:35
Finish the ticket, bill it now or leave it open, and take cash, check, card, or a Charge balance.
Read this workflow →Print the open ticket0:20
Print a repair or sales ticket sheet before Finish, with the same shop and customer block, Paid, and Due as an invoice.
Read this workflow →Reprint or email an invoice0:20
Reprint, download, or email an already-finished invoice from the ticket, a customer's Balance tab, or Receivables.
Read this workflow →Take a payment on an invoiced ticket0:25
Apply a cash, check, or card payment against an already-invoiced Charge balance.
Read this workflow →Reopen, delete, or void a ticket0:25
Counter staff can delete an unfinished ticket; only the shop owner can void an invoiced one.
Read this workflow →Apply a payment from Receivables0:25
One shop-wide list of unpaid Charge invoices, with aging, to post end-of-day payments against.
Read this workflow →05. Keeping the shelf straight
Receive stock, price it, and know what happened to every part.
Receive stock0:35
Receive stock by punching, scanning, or dropping a supplier's PDF or photo, then confirm to move on-hand.
Read this workflow →Search inventory0:20
Search parts by number, barcode, brand, or description, with on-hand, price, and cost in plain view.
Read this workflow →Create or adjust a part0:25
Stock a brand-new part at zero, or correct on-hand after a shelf count, from the same dialog.
Read this workflow →Search a part's history0:20
Every stock movement on a part, and a separate who/when activity timeline.
Read this workflow →06. 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 ticket0:20
Enter the shop code once to reveal Cost, Profit, and Net columns on a ticket, until you sign out.
Read this workflow →Find any ticket shop-wide0:20
Search every ticket by number or customer name, filtered by type and status.
Read this workflow →See the week's load on the calendar0:20
Month, Week, and Day views of every open ticket by its In and Done / Out date.
Read this workflow →Check labor and parts totals0:25
A shop-code-gated report of invoiced labor, parts, and profit over a date range.
Read this workflow →07. 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 user0:25
Invite a new hire by name, email, and role from Settings, Users.
Read this workflow →Deactivate or reactivate a user0:20
Toggle a user's access from the Users table without deleting their history.
Read this workflow →Know who can do what0:25
A quick reference for what Counter can do compared to the shop owner.
Read this workflow →Set the shop's profile0:25
Fill in the shop's address, phone, and shop code before the first ticket.
Read this workflow →Set the default tax rate0:15
Set the one default tax rate new lines use unless a customer is tax exempt.
Read this workflow →Set up labor codes0:25
Add or edit quick-pick labor codes with a flat amount or an hourly rate.
Read this workflow →Manage users from Settings
The same invite and deactivate flow, reached from the Users tab.
Read this workflow →Manage billing from Settings
The same subscription flow, reached from the Billing tab.
Read this workflow →Report a problem0:20
Report a problem from any screen; it auto-captures a screenshot and a note.
Read this workflow →Switch appearance / dark mode0:15
Cycle Appearance in the sidebar footer between system, dark, and light, per device.
Read this workflow →When the trial ends or the bill is unpaid0:20
What anyone who signs in sees when the free trial has ended or the shop is past due, canceled, or closed.
Read this workflow →08. 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 paying0:30
Pay the $40 a month ReedPort bill from Settings, Billing, through Stripe Checkout.
Read this workflow →Set up card payments for customers0:30
Turn on Card as a tender by finishing Stripe Express onboarding from Settings, Payments.
Read this workflow →09. 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 phone0:25
The camera scan button, phone photo layout, and what's different on a touch device.
Read this workflow →