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Workshop Wrench

Guide · procurement

Buyer checklist for workshop software (2026)

Use this list on every demo — including ours. If a vendor cannot complete these steps live, the marketing site is doing more work than the product.

Operational path

1) Full RO from walk-in under three minutes. 2) Estimate approval path (portal or SMS deep link). 3) Parts not in stock impacts board stage. 4) Invoice from RO with tax. 5) Payment or pay-link path shown honestly.

Trust & packaging

6) How a new tech is trained. 7) What happens to data if you leave. 8) Published pricing vs quote-only. 9) Integration status labels (not logo walls). 10) Multi-tenant isolation proof if multi-shop matters.

Prefer the live board to another guide?

Open the multi-tenant demo and run the money path yourself.