Get answers in under two minutes
Setup guides, workflow tips and troubleshooting — with short video walkthroughs for the things that are faster to watch than to read.
Logging in and setting up your shop for the first time
A 3-minute walkthrough from first login to a board with your stages on it.
OwnerMoving jobs through the shop, stage by stage
Drag-and-drop basics, plus what happens to your totals when a job moves.
ManagerUsing color codes to surface problems automatically
How to define custom statuses so a parts hold turns the card red without anyone reporting it.
ManagerFiltering jobs by tech, stage, bay or status
Six filters that turn a 100-job board into the eight cars you care about right now.
ManagerScheduling work on the six-week planning board
Promising a delivery date against real capacity instead of instinct.
OwnerPlanning board vs. production board
The one-sentence version: planning is the future, production is today.
ManagerUploading photos from your phone to a job
For technicians: the two-tap version, plus what to do when signal is bad in the back bay.
TechnicianDownloading a job’s full photo set as a ZIP
What insurers usually ask for and how to hand it over in one click.
ManagerEmailing a customer from the job card
Sending an update with photos attached, and where the reply lands.
ManagerAdding users and setting permissions
Owner, manager and technician roles — what each one can see and change.
OwnerMobile vs. desktop — what’s different
Which actions live on the phone, which are faster on the office screen.
TechnicianConnecting CCC ONE to Helios
A 4-minute setup that ends duplicate estimate entry for good.
Owner