Guides and reference for setting up and running your shop in Flux. New here? Start with Getting started.
Getting Started
Getting startedFrom signing up to your first invoice. Thirty minutes, start to finish.
Finding your way aroundWhat each item in the left menu does, how the store dropdown works, and where your account settings live.
Bringing in existing dataHow to move customers, vehicles, inventory, and vendors from your old system into Flux.
Customers & Vehicles
Customers and contactsFind customers fast, add new ones from the work order screen, and keep contacts, tax status, and account notes straight.
Vehicles, VINs, and historyAdd a vehicle in seconds with VIN decoding, find it later by plate or fleet number, and see everything you have done to it.
Work Orders
Creating a work orderThe New Work Order screen from top to bottom: scheduling details, customer, vehicle, lines, notes, and what happens when you save.
Line itemsItem types, stock parts, labor, discounts and fees, tax brackets, templates, and reordering lines on a ticket.
The Dashboard and work order statusesHow tickets move from estimate to work order to invoice, what the statuses mean, and how to read the Dashboard colours.
Invoicing and paymentsClose a ticket, record one or more payments, read the margin colour, and fix a payment method afterwards.
PrintingWhat prints on work orders, estimates, invoices, statements, and inspection reports, and how to get a clean copy from any browser.
Inspection reportsA digital multi-point inspection attached to the work order, filled in on a tablet and printed for the customer.
Appointments
AppointmentsHandle booking requests from your website and see scheduled work on the calendar.
Inventory & Vendors
Managing inventoryAdd part numbers, understand on-hand versus reserved quantities, see stock at your other locations, and catch items that need reordering.
Receiving stock with vendor invoicesEnter the invoices your suppliers send you to add stock, keep costs current, and track what you owe in Accounts Payable.
VendorsKeep your suppliers' contact details on file so vendor invoices and reorder lists can refer to them.
Reports
ReportsEvery report in Flux, what question it answers, and how to run it.
Charge accounts and statementsInvoice fleet and dealer customers on account, print statements, and record their payments when they come in.
Company DashboardSales, margin, tires sold, and new customers for every location side by side.
Service remindersEmail customers about work they declined and about recurring services that are due again, on a schedule you control per store.
Settings
Store details, logo, and labor rateThe store information that prints on every work order and invoice, plus your default labor rate, time zone, and reference-number format.
Tax ratesSet the sales tax applied to parts, labor, and fees, and how much of it tax-exempt customers are spared.
Payment methodsDefine how customers pay, which method is the default, and which ones are charge accounts that stay open until paid.
Team members (technicians and advisors)The technicians and service writers you assign to work orders. They do not log in; people who log in are User Accounts.
Team & Account
User accounts and rolesGive staff their own logins, decide which stores they can open, and what each role is allowed to do.
My AccountChange your own password and manage AI assistant connections.
Plans & Billing
Plans and billingWhat each plan includes, how the free trial works, and how to add a card, change plans, or cancel.
Running more than one locationHow stores, settings, inventory, users, and reporting work when your organization has several locations.