WenmarPro

FAQ

Frequently asked questions about Wenmar Pro.

Manual

Complete reference for Wenmar Pro settings and features.

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Account & Billing

Manage your Wenmar Pro account, subscription, and billing settings.

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Apps

Mobile and desktop apps for Wenmar Pro.

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People & Permissions

Manage your team members and their permissions.

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Roles and Permissions

Understanding user roles and permissions in Wenmar Pro.

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Personal Settings

Configure your personal preferences in Wenmar Pro.

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Troubleshooting

Common issues and how to resolve them.

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Connecting QuickBooks Online

Send your invoices, payments, and refunds into QuickBooks Online automatically so you don't re-enter them.

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DriveOn Safety Inspections

Forward your DriveOn safety inspection PDFs to Wenmar Pro and have the results added to the vehicle's record automatically.

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How Canadian Taxes Work

How HST, GST, PST, and QST are calculated for your province, and how to handle tax-exempt customers and fix a wrong amount.

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Exporting Your Data

Export your customers, vehicles, parts, and vendors to CSV anytime — it's your data, and you can take it with you.

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Using Wenmar Pro When the Internet Goes Down

Keep your shop running when your internet drops — use mobile data or a phone hotspot to stay connected.

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Settings Overview

A tour of the Settings page — business profile, pricing, workflow, and integrations — so you know where everything lives.

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Managing Multiple Locations

Run more than one shop from a single Wenmar Pro account — each location gets its own settings, and you switch between them easily.

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Collecting Payments

Take payment on a work order — cash, cheque, e-transfer, store credit, or send to account — and handle refunds and receipts.

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Reports Overview

A tour of the reports in Wenmar Pro — sales, performance, financial, team, and inventory — and how to run and export them.

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Refunds and Store Credits

How refunds work in Wenmar Pro — refunding a payment, issuing store credit, and what happens to the work order.

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Browser and Connection Requirements

What you need to run Wenmar Pro — supported browsers, a stable connection, and how to fix common connection issues.

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Frequently Asked Questions

Quick answers to common questions about Wenmar Pro.

Getting Started

How do I create my first work order?

Press Ctrl+N or click the + button in the top bar. Search for the customer or create a new one, then add vehicle details and services. Full guide →

What browsers are supported?

We support the latest versions of Chrome, Firefox, Safari, and Edge. Internet Explorer is not supported.

Is there a mobile app?

Yes! Wenmar Pro works great on mobile browsers, and we also have native mobile apps for iOS and Android. Download from your app store →

How do I invite my team?

Go to Settings → Team and click Invite Member. Enter their email and select their role. They’ll receive an invitation to join.

Work Orders

What’s the difference between Pending and Scheduled?

  • Pending: Created but no appointment time set
  • Scheduled: Has a specific date/time for the appointment

Scheduled WOs appear on the Calendar. Both Pending and Scheduled are managed separately from the Work Board.

Why can’t I find a work order?

  • Check if it’s in Pending or Scheduled status (not on Work Board)
  • Verify you’re viewing the correct location
  • Make sure it hasn’t been Closed (archived)
  • Use Global Search (Ctrl+J) to search by customer or WO number

How do I send an estimate to a customer?

With the work order open:

  1. Add services and parts to build the estimate
  2. Click Send Estimate
  3. Choose SMS, Email, or both
  4. Add a personal message (optional)
  5. Click Send

What happens if a customer declines an estimate?

The work order stays in “Awaiting Auth” status. You can:

  • Revise the estimate and resend
  • Call the customer to discuss
  • Add notes about the declined estimate

Can I edit a work order after it’s invoiced?

No. Once invoiced, the work order is locked for accounting purposes. To make changes, you’d need to unpost the invoice (Manager/Admin only), make edits, then re-invoice.

Customers & Vehicles

How do I search for a customer?

Press Ctrl+J for Global Search, then type:

  • Name (first or last)
  • Phone number (full or last 4 digits)
  • Email address

Can customers see their work orders online?

Yes! When you send an estimate, customers get a link to view it in their browser. They can approve or decline without logging in.

How do I add a vehicle to an existing customer?

  1. Find the customer (Global Search Ctrl+J)
  2. Open their profile
  3. Click Vehicles tab
  4. Click Add Vehicle
  5. Enter VIN (for auto-fill) or manual details

What if the VIN lookup doesn’t work?

VIN lookup requires a valid 17-character VIN for vehicles from 1996 onwards. If it fails:

  • Double-check the VIN for typos
  • Enter vehicle details manually
  • Some vehicles (imports, very old, or custom) may not be in our database

Billing & Payments

What payment methods do you accept?

We process credit/debit cards (Visa, Mastercard, Amex) through our integrated payment system. You can also record cash, check, or external payments.

Is my customer payment data secure?

Yes. We are PCI-DSS compliant. Card numbers are never stored on our servers — we use tokenization with our payment processor.

How do refunds work?

From an invoiced work order:

  1. Click Refund
  2. Select items to refund or full refund
  3. Process refund to original payment method
  4. Refund appears on customer’s card in 5-10 business days

Can I export to QuickBooks?

Yes! We have a native QuickBooks Online connection. Go to Settings → Integrations → QuickBooks to connect. Work orders can be sent to QuickBooks as invoices automatically.

Account & Billing

How do I change my plan?

Go to Settings → Billing and click Change Plan. Upgrades happen immediately; downgrades take effect at the end of your billing cycle.

What happens if I cancel?

Your account stays active until the end of your current billing period. After that:

  • Data is retained for 30 days
  • Then permanently deleted
  • You can reactivate within 30 days by resubscribing

How do I update my credit card?

Settings → Billing → Payment Method

Add your new card and set it as default. We’ll use it for your next billing cycle.

Do you offer annual billing?

Yes! Annual billing saves 20%. Toggle it on in Settings → Billing.

Technical

Is my data backed up?

Yes. We maintain automated backups with point-in-time recovery. Your data is also replicated across multiple data centers for redundancy.

Can I export my data?

Yes. Account owners can request a full data export by emailing help@wenmarpro.com.

What if I forget my password?

Click Forgot password on the login screen. You’ll get an email to reset it. If you don’t receive it, check your spam folder.

How do I report a bug?

Email help@wenmarpro.com with:

  • What you were trying to do
  • What happened instead
  • Screenshots (if possible)
  • Browser and device you’re using

Still have questions?

  • Search the Help Center — Use the search bar at the top
  • Contact Supporthelp@wenmarpro.com
  • Chat with us — Use the widget in the bottom right

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