Getting started

When you first open the employee app, you either register a new company (if you're the owner) or join an existing one with an invite code.

Registering a company

Choose Register a company and follow the steps:

1. Your details - first name, last name, phone number.
2. Company - company name, VAT number, and whether to enable SMS notifications.
3. Finish - your company is created and you become its Admin.

After registering, you're taken to the onboarding checklist on the home screen to finish setting up.

Joining a company

If someone invited you, choose Join a company:

1. Your details - first name, last name, phone number.
2. Invite code - scan the QR code they shared, or type the 6-digit code by hand. The app shows which company, location, and role you're joining.
3. Finish - your employee account is created with the role and location from the invitation.

TIP

If you received an invitation by email or SMS, download CarMaster-Service from the App Store or Google Play first, then open the link in the invitation - it fills in the code automatically.

TIP

If the person who invited you turned on auto workplace, your service bay is created automatically when you join - you're ready to take bookings straight away.

The onboarding checklist

New companies see a checklist on the home screen that walks an admin through the essentials:

1. Choose what you're setting up first - Service, Towing, Store, or Dismantling. This decides which steps are required.
2. Add a location - your first place of business. See Locations.
3. Invite an employee - bring in your first team member. See Your team.
4. Add a workplace - a service bay that bookings schedule into. See Workplaces.

Each step unlocks the next. When the required steps are done, tap Finish setup - the checklist disappears and the full dashboard takes over.

TIP

Booking features stay locked until onboarding is complete, so customers can't book before you're ready to receive them.