Getting started

Open TorqueOps from the header. If you already belong to a shop, sign in and select it. If you are creating a new shop, complete account setup first.

Create your account and shop

1. From sign-in, choose the create-account action. Enter your email, password, and password confirmation, and complete the verification challenge when shown.
2. Check the submitted email address for the confirmation message. Open its link and choose Confirm email. Opening or previewing the email alone does not confirm the account.
3. If the email is missing or its link no longer works, request a new confirmation from the check-email screen or the confirmation message after sign-in is blocked. Complete a fresh verification challenge when requested, respect any wait shown, and use the newest email.
4. Return to sign-in and enter your credentials. A new account without a shop opens the three-step shop wizard.
5. Complete Profile with your display name, then Shop details with the business country, identity, address, contact details, and shop timezone. Review the country before continuing; it affects business defaults and provider eligibility.
6. In Pricing, review labor rate, parts markup, service and parts tax settings, and whether prices include tax. These are editable operating defaults, not advice about which taxes your business owes. Choose Launch shop and wait for the workspace. If setup fails, keep the wizard open, review the message, and retry with the retained details.

If the sign-in page offers Google or Microsoft, you can use that configured provider instead. An invitation from an existing shop is a separate joining flow; use that invitation rather than creating a second shop.

Recover a forgotten password

Choose Forgot password? from sign-in and request a reset for your email. Check-email confirmation does not reveal whether an account exists. Open the reset email, enter and confirm your new password, then sign in again. For an expired or used link, request a fresh reset. Password reset does not replace signup email confirmation.

Prepare the shop for daily work

Use this checklist before entering live customer work.

1. Confirm the shop profile

Review the shop identity and contact information shown to staff and customers. Use the business's real operating details rather than a temporary test identity.

2. Set the operating timezone

Choose the shop timezone in Scheduling settings. TorqueOps uses that one setting as the wall-clock authority for staff and customer operations. Do not use a browser timezone as a second shop setting.

3. Add the team intentionally

Invite only the people who need access and give each person the role required for their work. Revisit access when responsibilities change or a team member leaves.

4. Review customer communication

Confirm which supported communication channel the shop will use and which team members own customer follow-up. Provider setup and plan availability can affect what is ready to use; see Integrations.

5. Create a first customer and vehicle

Use an approved training record without real customer information. Confirm the test environment with the shop owner before creating records, sending messages, or taking payment. Verify that the vehicle is connected to the correct customer before creating an estimate or job.

6. Complete one full practice flow

Follow Run a work order with approved sample data. Review the estimate, record the training decision, complete the authorized service, and inspect the resulting history. Use only approved test payment methods and recipients. Creating a record or completing a job is a real change in the selected shop.

Ready to operate

Before using TorqueOps for daily work, confirm that the shop identity, timezone, team access, communication readiness, and first connected workflow are correct.

Check plan and data handling

Review Plan & usage before adding team members, inventory, or jobs. Read Data handling before sharing customer links, evidence, or support screenshots.