Use this guide when you are ready to make Car Storage Software match your daily work.

The Settings > Operations page is where admins set up the tools staff use again and again: recurring vehicle care plans, step-by-step checklists, custom work statuses, bookable bays or rooms, and the floor plan editor.

What you will accomplish

You will learn what each Operations section does, what to set up first, and which detailed guide to follow next.

Before you start

• You should be signed in as a team admin or manager.
• Write down the work your team repeats often, such as intake, pickup, monthly care, detailing, or inspections.
• Review your event types. Service plans and workflows use event types as their building blocks.
• If you use parking spots, review Set up parking spots and zones before opening the floor plan editor.

Set up Operations in the best order

Start with the pieces that other tools depend on. This helps you avoid rework.

1. Review event types first

   Go to Settings > Events & schedule and confirm the work types your team uses, such as New Car Intake, Internal Service, Vehicle Drop Off, or Vehicle Pick Up.

   Why this matters: Service plans and workflows ask you to choose event types. If the event types are clear, the setup is much easier.

2. Set up service plans if you offer recurring care

   Use Membership and recurring plans when a car should receive repeating work, such as a monthly wash, quarterly inspection, or yearly service reminder.

   Expected result: Staff can assign a plan to a vehicle and understand what recurring care is included.

3. Create custom statuses if staff need more detail

   Use Custom status labels when the normal status names are not specific enough.

   Examples include Waiting on customer, In the bay, Ordering parts, and Ready for pickup.

   Expected result: Staff can describe where work stands in plain language instead of guessing from broad status labels.

4. Create workflows for repeated checklists

   Use Workflows (step-by-step checklists) when your team follows the same order every time.

   Examples include vehicle intake, departure, transport, or a standard detail process.

   Expected result: Staff have a repeatable checklist that helps them complete the work in the right order.

5. Add amenities your team books

   Use Bookable bays, rooms, and equipment for spaces or tools that can be reserved.

   Examples include Detail Bay 1, Wash Bay Large, Photo Room, or Transport Trailer.

   Expected result: Staff can choose the correct space or equipment when scheduling work.

6. Open the floor plan editor if you track parking locations

   Use Parking and floor plan when you want to draw zones, spaces, or a visual layout.

   Expected result: Your parking setup matches the real layout of your building or lot.

What each Operations section is for

Detailed Operations guides

Follow these guides when you are ready to set up each part:

1. Set up vehicle service plans
2. Create operations workflows
3. Manage custom statuses and amenities
4. Set up parking spots and zones

Common mistakes to avoid

• Do not create service plans before event types are clear. Plans need event types to describe the work that repeats.
• Do not create too many custom statuses at first. Start with a few labels staff will use every day.
• Do not make a workflow for every small task. Use workflows for jobs that truly need a repeatable order.
• Do not use unclear amenity names like "Bay." Use names staff recognize, such as Detail Bay 1 or Wash Bay Large.

Troubleshooting

What to do next

If your team offers recurring care packages, continue with Set up vehicle service plans.

If your team needs a repeatable checklist, continue with Create operations workflows.