# Every ReedPort workflow, one page

All nine chapters, every workflow, in the order a shop runs into them.

## 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 (0:25)

Create a shop from reedport.com: owner info, shop name, and a password, behind a quick human check.

Full page: https://reedport.com/guide/getting-your-shop-open/sign-up

### Confirm your email and start the trial (0:20)

Confirm the emailed link or 6-digit code to start the 14-day trial and land on Customers.

Full page: https://reedport.com/guide/getting-your-shop-open/confirm-email

### Sign in (0:15)

Sign in with email and password to reach the daily counter screens.

Full page: https://reedport.com/guide/getting-your-shop-open/sign-in

### Fill in the first-run basics (0:30)

Fill in the shop's first-run basics inline on Customers, or skip and do it later in Settings.

Full page: https://reedport.com/guide/getting-your-shop-open/first-run-prompt

### Reset a forgotten password (0:25)

Request a reset email, then set a new password from the emailed link.

Full page: https://reedport.com/guide/getting-your-shop-open/reset-password

## 2. People and machines

Everything before you open a ticket: find or add the customer, then find or add their machine.

### Find a customer (0:20)

Search Customers by name, phone, or email, and open the top match.

Full page: https://reedport.com/guide/people-and-machines/find-a-customer

### Add a customer (0:35)

Add a walk-up customer with just a last name, or set Charge and Tax exempt up front.

Full page: https://reedport.com/guide/people-and-machines/add-a-customer

### Ring up a cash sale (0:20)

One click opens a parts-only ticket on the shop's Counter Sale customer.

Full page: https://reedport.com/guide/people-and-machines/cash-sale

### Open a customer's page (0:25)

The Open, Equipment, and Balance tabs on one customer, plus a collapsed Activity timeline.

Full page: https://reedport.com/guide/people-and-machines/open-a-customer

### Add a machine (0:30)

Add a machine with brand, model, and serial, from a customer's Equipment tab or mid-ticket.

Full page: https://reedport.com/guide/people-and-machines/add-a-machine

### Follow a machine's history across owners (0:25)

Every ticket ever written on a serial, across every owner, on one page.

Full page: https://reedport.com/guide/people-and-machines/machine-history

### Find a machine shop-wide (0:20)

Search every machine on file by serial, model, or brand, without knowing the owner.

Full page: https://reedport.com/guide/people-and-machines/find-a-machine

## 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 (0:25)

Start a work ticket for a machine, or a sales ticket for parts alone, from the customer page or the Tickets list.

Full page: https://reedport.com/guide/running-a-ticket/start-a-ticket

### Add a second machine to the same ticket (0:20)

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.

Full page: https://reedport.com/guide/running-a-ticket/two-machines-one-ticket

### Punch parts onto the ticket (0:20)

Type a part number, scan a barcode, or add a misc line, on any ticket, with price and cost attached from the catalog.

Full page: https://reedport.com/guide/running-a-ticket/add-a-part

### Punch labor onto the ticket (0:20)

Add a labor line to a work ticket by code, quick-pick chip, or misc labor, with hours and rate filled in.

Full page: https://reedport.com/guide/running-a-ticket/add-labor

### Leave a note and add photos (0:25)

Write a comment and attach photos with captions to a machine on a ticket, from a desktop, phone, or tablet.

Full page: https://reedport.com/guide/running-a-ticket/add-photos

### Set tax and tax-exempt lines (0:20)

Every parts and labor line defaults a tax rate. A customer's Tax exempt certificate changes what new lines default to.

Full page: https://reedport.com/guide/running-a-ticket/tax-exempt-customer

### Keyboard-first tips (0:25)

Run the daily path end to end without the mouse: punch a name, start a ticket, punch parts and labor, and Finish.

Full page: https://reedport.com/guide/running-a-ticket/keyboard-at-the-counter

## 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 (0:35)

Finish the ticket, bill it now or leave it open, and take cash, check, card, or a Charge balance.

Full page: https://reedport.com/guide/finishing-and-getting-paid/finish-and-take-payment

### Print the open ticket (0:20)

Print a repair or sales ticket sheet before Finish, with the same shop and customer block, Paid, and Due as an invoice.

Full page: https://reedport.com/guide/finishing-and-getting-paid/print-the-ticket

### Reprint or email an invoice (0:20)

Reprint, download, or email an already-finished invoice from the ticket, a customer's Balance tab, or Receivables.

Full page: https://reedport.com/guide/finishing-and-getting-paid/the-printed-invoice

### Take a payment on an invoiced ticket (0:25)

Apply a cash, check, or card payment against an already-invoiced Charge balance.

Full page: https://reedport.com/guide/finishing-and-getting-paid/charge-to-account

### Reopen, delete, or void a ticket (0:25)

Counter staff can delete an unfinished ticket; only the shop owner can void an invoiced one.

Full page: https://reedport.com/guide/finishing-and-getting-paid/void-an-invoice

### Apply a payment from Receivables (0:25)

One shop-wide list of unpaid Charge invoices, with aging, to post end-of-day payments against.

Full page: https://reedport.com/guide/finishing-and-getting-paid/what-a-customer-owes

## 5. Keeping the shelf straight

Receive stock, price it, and know what happened to every part.

### Receive stock (0:35)

Receive stock by punching, scanning, or dropping a supplier's PDF or photo, then confirm to move on-hand.

Full page: https://reedport.com/guide/keeping-the-shelf-straight/receive-stock

### Search inventory (0:20)

Search parts by number, barcode, brand, or description, with on-hand, price, and cost in plain view.

Full page: https://reedport.com/guide/keeping-the-shelf-straight/the-inventory-list

### Create or adjust a part (0:25)

Stock a brand-new part at zero, or correct on-hand after a shelf count, from the same dialog.

Full page: https://reedport.com/guide/keeping-the-shelf-straight/add-a-part-record

### Search a part's history (0:20)

Every stock movement on a part, and a separate who/when activity timeline.

Full page: https://reedport.com/guide/keeping-the-shelf-straight/part-history

## 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 (0:20)

Enter the shop code once to reveal Cost, Profit, and Net columns on a ticket, until you sign out.

Full page: https://reedport.com/guide/seeing-the-whole-shop/show-cost

### Find any ticket shop-wide (0:20)

Search every ticket by number or customer name, filtered by type and status.

Full page: https://reedport.com/guide/seeing-the-whole-shop/open-a-ticket

### See the week's load on the calendar (0:20)

Month, Week, and Day views of every open ticket by its In and Done / Out date.

Full page: https://reedport.com/guide/seeing-the-whole-shop/the-weeks-load

### Check labor and parts totals (0:25)

A shop-code-gated report of invoiced labor, parts, and profit over a date range.

Full page: https://reedport.com/guide/seeing-the-whole-shop/labor-parts-totals

## 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 (0:25)

Invite a new hire by name, email, and role from Settings, Users.

Full page: https://reedport.com/guide/running-the-shop/invite-a-user

### Deactivate or reactivate a user (0:20)

Toggle a user's access from the Users table without deleting their history.

Full page: https://reedport.com/guide/running-the-shop/deactivate-a-user

### Know who can do what (0:25)

A quick reference for what Counter can do compared to the shop owner.

Full page: https://reedport.com/guide/running-the-shop/counter-vs-owner

### Set the shop's profile (0:25)

Fill in the shop's address, phone, and shop code before the first ticket.

Full page: https://reedport.com/guide/running-the-shop/shop-profile

### Set the default tax rate (0:15)

Set the one default tax rate new lines use unless a customer is tax exempt.

Full page: https://reedport.com/guide/running-the-shop/tax-rate

### Set up labor codes (0:25)

Add or edit quick-pick labor codes with a flat amount or an hourly rate.

Full page: https://reedport.com/guide/running-the-shop/labor-codes

### Manage users from Settings

The same invite and deactivate flow, reached from the Users tab.

Full page: https://reedport.com/guide/running-the-shop/users-tab

### Manage billing from Settings

The same subscription flow, reached from the Billing tab.

Full page: https://reedport.com/guide/running-the-shop/billing-tab

### Report a problem (0:20)

Report a problem from any screen; it auto-captures a screenshot and a note.

Full page: https://reedport.com/guide/running-the-shop/report-a-problem

### Switch appearance / dark mode (0:15)

Cycle Appearance in the sidebar footer between system, dark, and light, per device.

Full page: https://reedport.com/guide/running-the-shop/dark-mode

### When the trial ends or the bill is unpaid (0:20)

What anyone who signs in sees when the free trial has ended or the shop is past due, canceled, or closed.

Full page: https://reedport.com/guide/running-the-shop/the-billing-wall

## 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 (0:30)

Pay the $40 a month ReedPort bill from Settings, Billing, through Stripe Checkout.

Full page: https://reedport.com/guide/money-on-file/add-a-card

### Set up card payments for customers (0:30)

Turn on Card as a tender by finishing Stripe Express onboarding from Settings, Payments.

Full page: https://reedport.com/guide/money-on-file/card-setup

## 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 (0:25)

The camera scan button, phone photo layout, and what's different on a touch device.

Full page: https://reedport.com/guide/tablet-or-phone/tablet-and-phone