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Getting Started

Setup, configuration, and first steps — everything you need for a smooth launch.

10 min read

Your First 24 Hours with AutoSuite

Sign in, explore the dashboard, create your first job card, invite team members, and send your first invoice — all in your first day.

Signing in & user setup Dashboard overview First job card creation Inviting team members Sending an invoice
5 min read

Onboarding Checklist

A step-by-step checklist to make sure your AutoSuite account is fully configured before going live with your team.

Account & company settings Team member invitations Job types & categories Customer profile creation Integration setup (optional)
8 min read

Creating Your First Job Card

Learn to create a digital job card from scratch — vehicle details, service selection, customer options, and pre-inspection checklists.

Vehicle details entry Service selection Pre-inspection checklist Customer communication options
7 min read

Setting Up Your Team

Create user roles, set permissions, add technician profiles, and configure team access — including mobile app access if purchased.

User roles & permissions Technician profiles Manager / Admin accounts Task assignment
6 min read

Generating and Sending Invoices

Invoice auto-generation, customization, email delivery, Stripe payment links (optional), and digital receipts.

Auto-generation from job card Invoice customisation Email delivery options Payment processing (Stripe)

Video Tutorials

Learn AutoSuite in minutes. Short, focused videos covering every key feature.

AutoSuite in 3 Minutes
Intro overview of all modules
3 min
How to Create a Job Card
Step-by-step walkthrough
2 min
How to Generate an Invoice
Auto-generation and sending
2 min
How to Track Job Progress
Real-time status updates
2 min
Using the Mobile App
Staff & customer apps overview
2 min
Setting Up SMS Notifications
SMS gateway configuration
3 min
How to Integrate with QuickBooks
Accounting sync setup
5 min
Dashboard Overview
Analytics and reports tour
3 min
Team Management
Roles, permissions, technicians
4 min
Reports & Analytics
Revenue, jobs, performance
3 min
View All Videos on YouTube

Help Topics

Browse guides by category to find exactly what you need.

Job Management

  • Creating job cards
  • Updating job status
  • Managing estimates
  • Handling change orders
  • Closing completed jobs

Customer Management

  • Creating customer profiles
  • Viewing service history
  • Sending invoices
  • Customer communication
  • Service reminders

Technician & Team

  • Assigning tasks
  • Tracking productivity
  • Performance insights
  • Mobile app usage
  • User roles & permissions

Invoicing & Payment

  • Creating invoices
  • Sending & delivery
  • Processing payments (Stripe)
  • Digital receipts
  • Payment history

Analytics & Reports

  • Understanding dashboards
  • Revenue reports
  • Job completion metrics
  • Customer insights
  • Custom reports

Integrations

  • Setting up QuickBooks
  • Connecting Xero
  • WhatsApp setup
  • SMS configuration
  • Custom API

Security & Settings

  • Account security
  • Two-factor authentication
  • Data backup & export
  • User permissions
  • Account settings

Troubleshooting

  • Connection issues
  • Payment problems
  • Mobile app not syncing
  • Invoice delivery issues
  • Performance tips

Need Help?

Can't find what you're looking for? Our support team is ready to help.

Email Support

General questions, bugs, account issues. Responded to within 24 hours.

support@safo.ae

Sales & Pricing

Add-ons, integrations, plan changes, and custom quotes.

sales@safo.ae

Security Team

Compliance questions, security concerns, and data requests.

security@safo.ae

Browse FAQs

35+ common questions answered across 7 categories.

View All FAQs

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