G
v1.0
Skip to main content

Settings & Branding

Workspace-level configuration lives under Settings. Most settings require owner or admin role.

Workspace​

Settings → Workspace

  • Shop name — what appears on documents and the customer portal.
  • Workspace URL — your subdomain (<workspace>.thegarageos.com). Cannot be changed after signup.
  • Country — drives tax engine and currency.
  • Logo — direct upload to private storage (jpg / png / webp).
  • Brand color — applied to your customer portal and PDF templates.
  • Timezone — for timestamps and reports.
  • Phone + address — appear on invoices and the portal.
  • Labor rate / hour — default used for new jobs.
  • Business registration numbers — VAT / TIN / BR. Country-specific fields that appear on tax documents.

Profile​

Settings → Profile — your personal account settings (always available, not role-gated):

  • Name + email.
  • Change password — requires your current password.
  • Change email — initiated from here, requires verification via email link.

Payment accounts​

Settings → Payment Accounts

  • List of cash, bank, card, and mobile-wallet accounts you accept.
  • Each account has a type, name, reference, and status.
  • Used by both job payments and POS checkouts.

Document templates​

Settings → Document Templates — style your printable documents.

Five document types:

  • Invoice — INV-{year}-{seq}
  • Delivery Challan — CH-{year}-{seq}
  • Gate Pass — GP-{year}-{seq}
  • Receipt — RCT-{year}-{seq}
  • Payslip — PSL-{year}-{seq}

For each template, configure:

  • Primary color (7-char hex).
  • Font family — sans / serif / mono.
  • Font size scale — small / medium / large.
  • Header notes — text shown at the top of the document.
  • Footer text — text shown at the bottom.
  • Section toggles — show / hide logo, tax breakdown, etc.

Each template supports a live preview with sample data — you see exactly what your customers will see, before saving.

Messaging​

Settings → Messaging — notification preferences and message templates for SMS / email notifications (job status, payment receipts, appointment reminders).

User & Role management​

Users​

Settings → Users — invite, list, manage tenant users.

Actions:

  • Invite by email — invitee receives a one-time link to set their password and create their account.
  • Update user attributes (name, role, status).
  • Deactivate — soft-delete, preserves history.
  • Self-protection — you cannot change your own role or deactivate yourself.

Roles​

Settings → Roles — manage roles.

TheGarageOS ships with six system roles:

RoleDescription
ownerFull access. Only owner can deactivate workspace.
adminFull access except workspace deactivation.
managerReports, P&L, scheduling.
staffDay-to-day operations (CRUD without admin).
mechanicBay floor + assigned jobs.
viewerRead-only.

System roles are immutable — you cannot delete them, but you can use them as-is or as templates for custom roles.

Custom roles — build exactly the access model you need. Each permission is a feature :: sub_feature :: action triple (e.g. inventory_vendor_management :: vendors :: write).

Bulk permission assignment is supported via a permission matrix.

Subscription​

Settings → Subscription — view plan, trial end date, and renewal date. If the trial expires or the subscription is cancelled, the app displays the billing-required screen and protects the data.

Tips​

  • Logo and brand color appear on every customer-facing surface — portal, invoices, challans. Set these first.
  • Document templates can be tweaked per-document — e.g. a different footer on receipts vs. invoices.
  • Custom roles are first-class — use them to scope exactly what service advisors vs. mechanics vs. accountants can do.

Next: see the user journey end-to-end, or explore API reference.