Open Jobs
0
active · tap to view
Scheduled Today
0
appointments · tap to view
Outstanding
$0
unpaid · tap to view
Collected MTD
$0
this month · tap to view
Portal Requests
0
pending · tap to view
Estimates
0
awaiting approval · tap to view
Invoices NOT Sent
0
⚠ work done, not emailed · tap to view
◇Estimate
●Scheduled
▶In Progress
⏸Paused / Hold
◆Completed
■Invoice Sent
✔Paid
| RO # | Status | Customer | Vehicle | Service | Tech | Date | Total |
|---|
| Invoice # | Date | Shop | Vehicle | Amount | Status | QB | Actions |
|---|
Portal Accounts
Who's signed up, and which shop each login sees
DIAG.NET & IDENTIFIX
Open a job and these fields fill in. Type a symptom to look up fixes.
| Date | Type | Shop | Contact | Vehicle / Service | Status | Action |
|---|
Select a shop
Pick a shop on the left to start messaging.
Compose Announcement
Tap to insert a placeholder. Each one auto-fills per shop when sent —
Shop Name → the shop's name, Contact → their contact person, My Name → your name.
Recipients
0 selected
Total Sent
0
Last Blast
—
Send History
No announcements sent yet
Revenue MTD
$0
Revenue YTD
$0
Jobs MTD
0
Avg Job Value
$0
Year over year
SHOP ACTIVITY & WIN-BACK
$/HOUR BY SHOP
DISCOUNTS GIVEN
SUBSCRIPTION ROI
PARTS MARGIN
TIME & DRIVE
Range for the four panels below
TOP SHOPS BY REVENUE
TOP SERVICES
REVENUE BY WORK TYPE
REVENUE BY MANUFACTURER
MONTHLY BREAKDOWN
MANUFACTURER PROFIT / LOSS
Revenue earned from each manufacturer's vehicles vs. what you spend on that manufacturer's
tooling & subscriptions. Tool cost is scaled to match the period — a month
of revenue is compared against a month of subscription cost, not a year's.
Software Links
Files
Drop software files here, or click to browse
Stored securely in your CAD Pro library — only you can see these.
When a shop calls, texts your Quo number, or messages you in the portal,
CAD Pro reads the conversation and drafts an appointment here for you to approve — so you never schedule while driving.
Nothing is booked until you tap Approve.
Draft from notes
— paste a text or type what the shop said
Your own cloning reference — which tool clones which module, per vehicle. Add an entry
after every clone so you build a database from your real work instead of hunting across
sites. Always confirm against the tool's own coverage before you cut — a
wrong clone bricks a module.
⚙ Select your tool
— pick one to see the modules it covers
⌕ VIN lookup
— decode a car, see every module you can clone on it
Vehicle
— or narrow by hand
Gross Collected
$0
tap to view ›
Card Fees
$0
tap to view ›
Net to Bank
$0
tap to view ›
Outstanding
$0
tap to view ›
Tips
$0
tap to view ›
STRIPE PAYOUTS → QUICKBOOKS
Checking never changes anything — it only shows what each payout contains. Posting creates the deposit.
Hit Check Payouts to pull your recent Stripe deposits.
RECEIVABLES
UNBILLED WORK
Data & Tools
Back up your full database (jobs, customers, invoices, knowledge base) to a file regularly. Tax report exports all paid jobs for the year as a CSV for your accountant.
Supabase
Google Calendar
One-way sync: saving a job with a date & time adds it to your Google Calendar; editing updates it; deleting removes it. Your Google keys live securely in Supabase (the push-to-calendar function) — nothing to enter here. Just flip this on once that's set up.
Import personal appointments from Google
Pulls your personal appointments (Ed tattoo, Edy, dermatologist, etc.) FROM Google Calendar into CAD Pro so they show on your schedule. One-way — it never changes your Google Calendar, never touches your jobs, and won't overwrite your days-off. Run it again anytime to pick up new ones.
Connect your Google account (full access)
The basic import can't see events Google auto-creates from your Gmail (e.g. tattoo confirmations, tickets). Connect your Google account once and the import will pull everything, including those. Read-only — it never changes your Google Calendar.
Google Reviews
This is pre-selected when you send an invoice or review — you can still change it each time. The automatic paid-review uses this. (Texting must be on, and the customer needs a Cell/Mobile number.)
When a job is marked paid, the customer gets a thank-you with your Google review link, sent by your default method below. Sends once per job. Requires the review link above. Get your link from your Google Business Profile → Ask for reviews.
Customer Portal
One email per estimate, to the addresses on the job and the shop's record: it's approved, you'll reach out to schedule, and they'll get another email with the date and time window once it's scheduled. Not sent for “Approved by phone”. You pick the day with Make Appointment.
When you save a job for a shop that isn't signed up on the portal yet, CAD Pro emails them a sign-up invite — a separate email from the appointment confirmation, so you never have to remember to send it. Sends once per shop, by email only, and never to a shop that's already on the portal or already been invited. Existing shops aren't blasted — only ones you book going forward.
Portal banners
Optional messages for the customer portal (e.g. “Have a great weekend”).
Closed-day banners from the calendar still show on their own — these are extras you can turn on/off anytime.
Optional — leave blank to show whenever the banner is active.
Automatic invoice payments
Shops that saved a card and/or turned on monthly auto-pay in the customer portal.
You can turn auto-pay off for a shop (stops automatic charging). Shops turn it back on themselves — CAD Pro never enrolls a card for them.
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QuickBooks Online
QuickBooks Online
Not connected
Off, invoices only reach QuickBooks when you press Sync QuickBooks in Money.
OAuth flow handled via Supabase Edge Function qb-auth.
See setup guide for full instructions.
Auto-Attach Health Reports & Screenshots
Payments (Stripe)
Create a payment link at stripe.com → Payment Links. When you send a payment request, the invoice amount is appended to the link automatically.
On My Way — Message Templates
Company Info
Where the end-of-day recap text is sent. Needs Text Messaging on.
Tax is applied to parts only — labor/programming is not taxed.
How often an overdue invoice is chased by email. Sent automatically by the server every business day (Mon–Fri, 8 AM Phoenix) once it's past due; stops after 60 days. You can also send one anytime with "Send Payment Reminder" on the invoice.
Text Messaging
Texting runs through Quo (formerly OpenPhone). Your API key lives in
Supabase, never in this app.
Before this works: deploy the
Text only — Quo's API doesn't support photo/MMS. Only text customers who gave you the number for that purpose, and honour STOP replies in your Quo inbox.
Before this works: deploy the
send-sms edge function and add
the secrets QUO_API_KEY and QUO_FROM (your Quo number in
+1XXXXXXXXXX form) — see EDGE_FUNCTIONS.md.
Text only — Quo's API doesn't support photo/MMS. Only text customers who gave you the number for that purpose, and honour STOP replies in your Quo inbox.
Diagnostic Budgets
A budget the customer authorizes up front covering analysis, testing and repair.
You work inside it without stopping to call for approval on every step; if the job is
going to exceed it you stop and ask for a new authorization. If it comes in under,
they pay only for the work actually performed.
Amount is a ceiling, not a charge — it is never added to the invoice.
Amount is a ceiling, not a charge — it is never added to the invoice.
Setup Guide