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Short answers to what a shop actually asks.

Three questions, answered from the product itself — not a tour of features.

  1. Why can't I invoice?

    A repair invoices from its own Money tab, and that tab locks Create invoice until the repair's verification passes. Before an invoice exists, the tab reads “Not invoiced yet” instead of a form.

  2. Why is this case blocked?

    A diagnosis case checks five things every time the page loads and lists whichever is not yet true, in plain words, at the top of the case — a missing VIN, an open hold, an unassigned technician, or evidence that never arrived.

  3. How do I import my history?

    History from another system comes in as a CSV file, one row per past repair, from Integrations. A check runs the same rows as a dry run and reports what the import would do before anything is written.

Still stuck?

These three cover what most shops hit first. Anything else is a question for a person, not another article.

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