New to Wenmar Pro? Start with the Getting Started guide to learn the basics, then come back here for advisor-specific workflows.
Where to Start
- Create your first work order — follow Your First Work Order to learn customer check-in, estimates, and the full flow.
- Get oriented — learn your way around the home screen.
Your Day-to-Day
As a service advisor, you’re the front counter — customer intake, estimates, scheduling, and communication. The guides below cover the work you’ll do most:
- Check in customers — see Creating Work Orders and Scan & Check-in.
- Build and send estimates — Sending Estimates and Adding Parts and Labor.
- Talk to customers — Customer Messaging and the Customer Portal.
- Handle the counter — see the Field Guides for walk-ins and end-of-day.
Need Help?
Questions about customers or work orders? See the Manual or contact support.