Client Dashboard

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Today

Tomorrow

Appointments

Customers

Your customer database with service history and vehicle info. Click any row for full details.

My Schedule

Request Skillset Update

Request changes to your skillset. Your manager will review and approve.

Messages

All SMS and email conversations with your customers.

Work Orders

Estimates, repair orders, and invoices across your shop. Real-time read of the WO substrate.

Active
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Overdue
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Awaiting parts
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Ready for pickup
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Posted today
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Inspections

Digital Vehicle Inspections sent to your customers. Real-time read of the DVI substrate per dvi-full-spec.

Active
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Sent, not viewed
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Customer viewing
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Signed (30d)
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AI-flagged
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Analytics

Customer Overview

Booking Overview

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Total Bookings
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Completed
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No-Shows
0%
Cancel Rate

Appointments Per Week

Busiest Patterns

Busiest Day of Week
Busiest Time Slot

Cancellation Timing

Top Services This Month

Operations

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Leads This Month
$0
Estimated Value
0%
Conversion Rate

Lead Funnel

Recent Leads

Period Comparison

Bookings Over Time

Last 8 weeks

Revenue Analytics

Peak Hours Analysis

Top 5 busiest hours

Top Services (All Time)

By booking count

Month-over-Month

Completion Rate

Team Members

Adaptive Scheduling

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Booking Widget

Auto-assigns appointments to employees by skillset and load.

Adaptive Scheduling Tier

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Working Day Off PTO Call Out

Shop Editor

Configure what your shop offers. Changes update your booking widget in real-time.

Quick Setup

Apply an industry preset to auto-configure your services, vehicle settings, and towing in one click. You can customize everything after.

Service Options

Towing Service

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Require Phone

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Services Section on Site

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Toggle services on/off to control what customers see on your booking page.

Bays & Lifts

Services

Toggle services on or off. Active services appear on your booking page.

Shop Hourly Rate
Sets default pricing for all services based on labor time
$ /hr

Vehicles Serviced

All vehicles are serviced by default. Deselect any you don't work on.

Billing

Your subscription, payment method, and six-year pricing schedule.

Subscription

Plan status
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Current year
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Monthly rate
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Next billing date
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Payment & cancellation

Cancel at the end of any year with 30 days written notice. Mid-year cancellation is prorated against work HelpWin has delivered for that year.

Pricing schedule

HelpWin's monthly rate tracks an hourly wage standard that grows by about $1 per hour each year. You see the whole schedule before you start. There are no surprise increases.

Year Hourly wage anchor Monthly Annual Status

After Y6, HelpWin holds Y6 pricing for ongoing service unless you and HelpWin agree in writing to a new schedule.