FAQ

Ask whoever administers the workshop to re-issue your credentials under Settings›Users: you get a temporary password by email and choose a new one at your next login. If you are the administrator and the only user, write to support. See Users, roles and permissions.

No. Until you pick your own password the app won't let you do anything else: the temporary one travelled through an email and can't stay valid. See First login.

Deactivate them under Settings›Users, don't delete them. They can no longer log in and the user seat is freed, but the orders they worked on stay attributed to them in the history and the reports. See Users, roles and permissions.

Your workshop's subdomain followed by /login, for example laciclabile.crankpal.com/login. The address without /login opens the customer portal: it is public, and it is the shop front your customers see. That holds even once you are logged in, so it is worth bookmarking the address with /login. See First login and Customer portal and widget.

Yes. It opens in the browser exactly as on a computer, there is nothing to install, and the menu adapts to small screens. For counter work on a tablet the smoothest flow is counter sales.

Yes, under Settings›Your subscription. Moving up a plan unlocks the features immediately, with no need to log out and back in. See Subscription and billing.

Nothing is deleted. Users above the new plan's cap are deactivated (most recent first), stock locations above the cap are frozen — never the default one — and fiscal documents you already issued stay readable. If you move back up, users and locations come back by themselves. See Features by plan.

One on Free, three on Premium, five on Pro, unlimited on Enterprise. Only on Pro can you buy seats beyond the ones included. See Features by plan.

Yes: 100 work orders a month as a warning threshold, 110 as a hard stop. Once you hit the stop you can't open new orders until the next month or until you upgrade; the ones already open you keep working on. There is also a cap of 2,000 customer records. See Features by plan.

Premium and Pro can be trialled. Free doesn't need one, and Enterprise is set up by talking to us rather than on your own. See Choosing your plan.

Because mandatory fiscal details are missing from their record: the preflight check stops you before transmitting and tells you which fields are missing — usually town, postcode, province or company name. Complete the record and try again. See Invoices and receipts.

With a credit note. A transmitted invoice can't be edited or deleted: you issue the document that cancels or reduces it, and if needed you issue a new, correct one. See Invoices and receipts.

No. The invoice lines are frozen the moment you issue it: from then on the order and the document live separately. That's deliberate — a fiscal document can't change after the fact. See Invoices and receipts.

You can issue the courtesy invoice, which lets you get paid but is not a fiscal document. E-invoices and electronic receipts are included from the Pro plan. See Invoices and receipts.

Yes, from the Pro plan: contactless payments with a phone, or a payment link you send the customer. The payment services have to be connected first. See Fiscal receipts and payments.

A quote is a proposal to the customer and commits nobody; the work order is the real job on the bike, which consumes parts and ends up on the invoice. An accepted quote becomes a work order. See Quotes.

Through the booking widget on your website or through the customer portal. Either way the requests land in your calendar according to the opening hours you set. See Customer portal and widget.

If you see it with a padlock, it's the plan: open it and the panel tells you which plan includes it. If you don't see it at all, it's a permission on your user account. See Features by plan and Permissions and roles.

You send the approval request from the work order: the customer gets the message, replies, and the reply comes back into the app attached to that order. See Parts approvals.

Yes, by creating several stock locations: stock is counted per location and you move goods with transfers. How many you can keep active depends on your plan. See Stock locations.

Put the workshop into a planned closure: in the public listing you show as closed until the date you set, and you take no bookings for that period. For short closures the opening hours are enough. See Workshop profile and hours.

Yes. From the reports you export the year's document register as a CSV, which is normally what your accountant needs. See Reminders and reports.

No. Access to a cyclist's data is authorised workshop by workshop: another workshop sees its customers, not yours. The prices your suppliers give you also stay private to your workshop. See Customers.

Yes, through the customer portal: their jobs, their quotes and their bikes. It's also where they book without phoning you. See Customer portal and widget.