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BayEngine Knowledge Base

How to set up and run your shop on BayEngine. If you're new, start with Set up and launch your shop in BayEngine. If you're looking for something specific, use the search box or ask our AI assistant.

Moving from another system? Read Move your data to BayEngine and finish with the go-live readiness check.

Find your topic​

  • Start here — the basics: navigation, onboarding, learning paths by role, and how to get support.
  • Users and access — sign-in problems, adding users, Roles, and permission overrides.
  • Shop setup — shop identity, workflow stages, labor rates, markup, fees, taxes, payment methods, and data imports.
  • Customers and vehicles — customer records, contacts, vehicles, transfers, service history, and duplicates.
  • Scheduling and intake — availability, appointments, online bookings, walk-ins, and vehicle check-in.
  • Estimates, inspections, and authorization — building estimates, Canned Services, Inspections, sending work to customers, and recording approvals.
  • Repair order workflow — creating ROs, assignments, Workflow Stages, tracking progress, and closing work out.
  • Customer communication and portal — texts, email, templates, the Customer Portal, and message-delivery problems.

Docs for parts and inventory, payments and accounting, reporting, and multi-shop operations are being written. If you can't find an answer, ask our AI assistant or contact support.