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BayEngine Knowledge Base

How to set up and run your shop on BayEngine. If you're new, start with new-shop onboarding; if you're looking for something specific, use the search box or ask our AI assistant.

Find your topic​

  • Start here — the basics: navigation, onboarding, learning paths by role, and how to get support.
  • Users and access — sign-in problems, adding users, Shop Roles, and User Permissions.
  • Shop setup — shop identity, workflow stages, labor rates, markup, fees, taxes, payment methods, and data imports.
  • Customers and vehicles — customer records, contacts, vehicles, transfers, service history, and duplicates.
  • Scheduling and intake — availability, appointments, online bookings, walk-ins, and vehicle check-in.
  • Estimates, inspections, and authorization — building estimates, Canned Services, Inspections, sending work to customers, and recording approvals.
  • Repair order workflow — creating ROs, assignments, Workflow Stages, tracking progress, and closing work out.
  • Customer communication and portal — texts, email, templates, the Customer Portal, and message-delivery problems.

Docs for parts and inventory, payments and accounting, reporting, and multi-shop operations are being written. If you can't find an answer, ask our AI assistant or contact support.