VMOTEK

Resources

Practical guides for an AI-assisted repair shop

Learn where an AI Shop Assistant can help, how to evaluate it and how customer requests connect to appointments, estimates, work orders, parts, payment and reporting.

AI Shop Assistant

What should happen after AI answers the customer?

Understand how an AI Shop Assistant can answer two-way calls, texts and web chat, then book appointments, prepare estimates, recover approvals and keep work moving under your rules.

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Buyer’s guide

Separate useful automation from an AI demo

Evaluate whether repair shop AI uses real pricing and availability, records its actions, respects approval limits and produces measurable operational outcomes.

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Repair shop library

Guides for the complete operation

Use these practical resources to evaluate software, configure workflows and improve shop, multi-location and fleet operations.

Getting started

Set up VMOTEK and complete your first service workflow

A step-by-step guide to setting up your company, primary shop, team, first customer and vehicle, service workflow, inventory, vendors and purchase orders.

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Product guide

Configure work order assignment and dispatch

Choose the right dispatch model for each shop and configure readiness, technician actions, bays, crews, alerts and the repair-to-invoice handoff.

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Checklist

Repair shop software evaluation checklist

A weighted, demonstration-based checklist for comparing repair shop software across daily workflow, purchasing, fleet service, multi-shop control, security, migration, implementation and total cost.

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Guide

Moving fleet service off spreadsheets

A step-by-step operating guide for moving fleet accounts, vehicles, preventive maintenance, repair work and billing from spreadsheets into VMOTEK.

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Guide

Cross-shop inventory without losing control

A step-by-step guide to setting up one parts catalog, viewing stock across shops, transferring quantities, purchasing shortages and receiving into the correct VMOTEK location.

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Guide

From purchase request to purchase order: a complete procurement guide

How single shops and multi-location repair groups use VMOTEK purchase orders, approvals, consolidated buying, savings analysis, AI-assisted recommendations and receiving.

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Template

Digital inspection template starter set

A copyable light-duty digital vehicle inspection template with result rules, measurements, photo guidance, customer language and rollout controls.

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Guide

Getting repair approvals back in minutes

A step-by-step guide to creating a clear VMOTEK estimate, sending a secure approval link by email or SMS, handling change requests and turning approval into authorized repair work.

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Explainer

Judging AI claims in repair software

A practical framework for separating automation, analytics and useful AI and testing repair-software claims for evidence, control, privacy, failure behavior and measurable value.

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Repair shop growth

How online auto repair estimates turn website visitors into appointments

Learn how repair shops can answer price questions online with controlled preliminary estimates and convert qualified customer interest into appointment requests.

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Help centre

Product education for customers

Task-oriented articles for teams already running VMOTEK.

Start here

The complete guide to running a repair shop with VMOTEK

The canonical VMOTEK operating guide, from company setup and customer intake through approval, repair, parts, procurement, invoicing, payment, delivery, fleet service and management review.

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Choose your operation

Shop templates and complete workflows

Compare eight shop-type starting configurations and the tested journeys from intake and quote through sourcing, repair, invoice and payment.

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Shop-type onboarding templates

Detailed setup and validation guides for the operation your team actually runs.

Guided onboarding

Select, review and update a VMOTEK operating template

Choose a shop-specific starting point, preview every proposed record, create safe drafts, complete local values and publish only tested configuration.

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General repair setup

Configure the General Repair operating template

Review the General Repair drafts, connect real inventory and pricing, publish safe service definitions and validate the first repair workflow.

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Quick-lube setup

Configure the Quick Lube operating template

Turn the quick-lube intake, courtesy inspection and oil-service drafts into a tested fast-lane workflow without assuming oil quantity or price.

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Brake-shop setup

Configure the Brake Shop operating template

Review brake concern intake, measurement inspection and front/rear service drafts before using them in customer estimates and work orders.

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Body and collision setup

Configure the Body and Collision operating template

Review collision intake, damage-assessment, teardown and reassembly drafts without presenting a generic workflow as an OEM repair procedure.

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Mobile glass setup

Configure the Mobile Glass operating template

Prepare mobile glass intake, preflight verification, windshield replacement and chip-repair drafts with real field capacity and safety controls.

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Fleet service setup

Configure the Fleet Service operating template

Prepare fleet intake, preventive-maintenance inspection and service drafts while reviewing approvals, billing, vehicle usage and shop capacity.

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Heavy-duty setup

Configure the Heavy-Duty operating template

Prepare heavy-duty mileage/hour intake, inspection and preventive-maintenance drafts with truthful vehicle-class, bay and compliance boundaries.

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Tire shop guide

Configure and run a connected tire-shop workflow

Prepare tire intake, measurements, fitment rules, products, estimates, approvals, appointments, installation work and purchasing in VMOTEK.

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End-to-end operating workflows

Executable journeys with roles, prerequisites, navigation, blocked cases, record effects, communication and completion checks.

End-to-end workflow

Run an appointment-to-payment repair workflow

Take a scheduled customer from booking and intake through approval, work execution, invoice, payment and delivery.

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End-to-end workflow

Run a walk-in repair without a fictional appointment

Create and complete a same-day repair while preserving intake, authorization, inventory, invoice and payment controls.

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End-to-end workflow

Revise an estimate and obtain replacement approval

Handle requested quote changes without letting a superseded estimate authorize repair work.

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End-to-end workflow

Handle an expired or declined repair estimate

Preserve proposal history, prevent stale authorization and reissue work safely when the customer returns.

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End-to-end workflow

Reserve in-stock parts for scheduled service

Protect approved parts at the performing shop and convert the commitment correctly when repair begins.

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End-to-end workflow

Source a special-order part with a purchase order and deposit

Turn an approved shortage into a vendor PO, collect configured deposit, receive stock and continue the appointment.

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End-to-end workflow

Source an appointment part with an inter-shop transfer

Move approved stock from another location under source-shop Quick or Controlled policy and preserve cost evidence.

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End-to-end workflow

Manage partial or delayed parts supply

Keep ordered, received, ready and outstanding quantities visible without falsely fulfilling a repair.

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End-to-end workflow

Authorize additional findings during repair

Record technician evidence, request a new customer decision and prevent unauthorized additions from execution.

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End-to-end workflow

Follow up deferred repair work

Preserve a declined recommendation and create one dated follow-up instead of rebuilding it later.

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End-to-end workflow

Handle appointment cancellation and no-show

End or replace a visit safely, release reservations and prevent duplicate check-in or terminal actions.

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End-to-end workflow

Run a fleet preventive-maintenance cycle

Convert one due reminder into approved work, complete service and advance the next date, mileage or engine-hour cycle.

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Setup and readiness

Company, shops, people, imports, integrations and launch evidence.

Getting started

Getting started and first-week setup

A day-by-day VMOTEK setup and validation plan covering company identity, shops, team access, work-order workflow, customers, inventory, purchasing and go-live.

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Data setup

Importing customers, vehicles and inventory items

A step-by-step VMOTEK data-import procedure covering backups, templates, field mapping, duplicates, location-owned stock, pilot imports, reconciliation and rollback evidence.

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Integrations

Connecting Stripe, Twilio, Gmail and QuickBooks Online

A provider-by-provider VMOTEK connection and validation guide covering prerequisites, navigation, test versus production mode, permissions, callbacks, controlled testing and troubleshooting.

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Administration

Roles, permissions and location boundaries

A step-by-step least-privilege guide for configuring VMOTEK employee roles, shop access, sensitive authority, technician eligibility, testing, transfers and offboarding.

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Data import guide

Upload customers into VMOTEK

Prepare, map, upload and verify customer records without mixing customers into the vendor directory.

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Data import guide

Upload vendors into VMOTEK

Create purchasing suppliers in bulk while keeping vendor identities out of the customer directory.

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Data import guide

Upload vehicles by VIN and let VMOTEK decode them

Import a vehicle with only its VIN, optionally link its customer, and verify decoded year, make and model.

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Data import guide

Upload inventory items and opening shop quantities

Import one company-wide parts catalog, then add opening quantities only to the shops that physically hold stock.

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Implementation and operations

Use the Setup & Readiness Center to prepare every shop

Read VMOTEK's live configuration evidence, resolve required setup, find cross-shop exceptions, dismiss irrelevant optional work and recheck operational readiness.

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Service and daily operations

Appointments, inspections, pricing, service packages, approvals and campaigns.

Workflow setup

Configuring inspection, service and estimate templates

How to configure VMOTEK intake and diagnostic templates, service menus, customer-facing recommendations and estimate delivery without slowing technicians or confusing customers.

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Service packages

Build vehicle-aware service packages with included quantities and overages

Create repeatable oil-change and maintenance packages, match them to vehicles, price included quantities and overages, preview margin and stock, and apply a versioned package to a work order.

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Pricing and profitability

Configure parts pricing matrices and shop overrides

Learn why parts pricing rules matter, how VMOTEK calculates selling prices, and how to create company defaults and intentional shop overrides.

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Pricing and profitability

Configure labor pricing without distorting technician time

Understand labor-rate economics, configure company and shop rates, and preserve the difference between billed, assigned and actual technician time.

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Tax and compliance

Configure tax-exempt customers and transaction overrides

Record exemption evidence, choose company or shop scope, handle expiry and retain immutable transaction snapshots.

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Pricing and documents

Set up shop fees, discounts and customer terms

Set up common charges, decide which discounts need a manager, and control the notes and warranty terms customers see on estimates, work orders and invoices.

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Growth and reporting guide

Track lead sources, campaigns and attributed repair revenue

A practical guide to recording how customers find a shop, carrying campaign attribution through the repair lifecycle and comparing results by source, campaign and location.

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Multi-shop and fleet

Shared customers, fleet maintenance, portal access, telematics and billing.

Fleet portal

Setting up fleet accounts, billing and portal access

A complete VMOTEK fleet-customer setup guide covering contacts, assets, PM rules, regular or consolidated billing, invitations, multi-company identity, validation and revocation.

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Multi-shop operations guide

Manage one customer across multiple repair shops

Use one company-wide customer and vehicle history while controlling the shops, terms, permissions and transactions that apply to each visit.

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Fleet maintenance

Configure preventive maintenance for fleet vehicles

Set up date, mileage, engine-hour and combined maintenance rules, establish trustworthy starting readings and verify the resulting due schedule.

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Fleet maintenance

Run preventive maintenance from due list to service history

Review due fleet work, create a guarded draft, schedule and complete the maintenance work order, then verify history and the next service cycle.

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Fleet maintenance

Configure and validate telematics maintenance data

Connect a supported Geotab configuration, link devices to vehicles and verify that odometer and engine-hour readings affect preventive-maintenance decisions safely.

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Fleet maintenance

Configure fleet repair approvals and consolidated billing

Define fleet contacts and authorization requirements, preserve estimate decisions and choose regular or consolidated billing without confusing access with payment terms.

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Financial controls and security

Returns, credits, refunds, payment reconciliation and account protection.

Account security

Protect a VMOTEK staff account with two-step verification

Enroll an authenticator, store one-time recovery codes, complete sign-in challenges, review security events and administer company MFA requirements.

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Returns and financial corrections

Process customer part returns, vendor RMAs and credits

Return a part from its original invoice, restore usable stock, issue accountable customer credit, and track a vendor RMA through shipment and credit.

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Payments and fleet billing

Collect fleet invoices by card or ACH bank payment

A step-by-step guide to offering Stripe card and US bank-account payment links, understanding ACH status, reconciling settlement and handling bank returns without losing the invoice trail.

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Troubleshooting, training and releases

Safe diagnostics, role-based walkthroughs and customer-visible release history.

Troubleshooting

Troubleshoot sign-in, stale screens and connection problems

A safe first-response guide for sign-in loops, stale browser data, blank pages, failed API requests and intermittent connectivity without risking shop records.

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Support checklist

Collect a safe support diagnostic package

The exact evidence owners and staff should collect so VMOTEK Support can reproduce and resolve an operational problem without exposing sensitive data.

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Training library

VMOTEK guided walkthroughs for onboarding and daily work

Short, role-based walkthroughs for onboarding, appointment setup, returns, inspection findings, payments and multi-shop workflows.

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Release notes

VMOTEK product release notes

A dated summary of customer-visible workflow, control, reporting and Help Center improvements in the current VMOTEK release line.

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Existing customer? Contact support.

Ready to move forward?

See where the AI Shop Assistant fits your operation

Use the guides to identify your highest-value workflow, then bring your current software and hardest requirements to a personalized demonstration.