Quick Start Guide
Welcome to Shop Director! This guide will help you get up and running in minutes.
What is Shop Director?
Shop Director is a scheduling-first POS system designed specifically for 12-volt retail and installation shops. Whether you install car audio, security systems, remote starts, or lighting, Shop Director helps you manage quotes, schedule installations, and track your business.
Your First Steps
1. Log In to Your Account
Navigate to app.shopdirector.app and sign in with your credentials.
2. Explore the Dashboard
Your dashboard shows today's schedule at a glance:
- Upcoming appointments - See what's scheduled for today
- Recent quotes - Quick access to quotes awaiting approval
- Bay status - Current installation bay availability
3. Create Your First Quote
Ready to create a quote? Head to Quotes → New Quote or check out our Creating Your First Quote guide.
Key Concepts
| Term | Definition |
|---|---|
| Quote | An estimate for a customer before they commit |
| Order | A confirmed quote ready for scheduling |
| Work Order | A scheduled job assigned to a bay and technician |
| Invoice | The final bill after work is complete |