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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Using API Tokens

Create and revoke API tokens for connecting other tools to Wenmar Pro.

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Connecting Other Software to Wenmar Pro

An overview of the API, SDKs, and command-line tool for connecting tools to Wenmar Pro.

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Sending Monthly Statements

Send customers a monthly statement of what they owe, with bulk download and send.

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Counting Down the Cash Drawer

Open a cash drawer session, record manual cash entries, and count the drawer down at the end of the day, reconciling what's counted against what's expected.

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Reading the Sales Summary Report

See your shop's sales over a chosen period — total revenue, gross profit, cars counted, and average repair order — and break it down by category, advisor, or technician.

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Reading the Performance Report

See how your shop is doing at a glance — gross revenue, labor rate, close ratio, and daily trends — and compare advisors or technicians side by side.

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Reading the Open Work Report

See every work order still in progress at your shop, how long each has been open, and what it's worth, so you can spot orders that have stalled.

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Reading Service Category Reports

See your revenue and gross profit broken down by service category, so you can spot which lines of work earn the most for your shop.

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Reading Work Order Profitability

See how profitable each work order is — revenue, cost, and gross profit dollars and percent — and export the breakdown to a spreadsheet.

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Reading Technician Productivity

See how your technicians are performing over a chosen period — clocked hours, billed hours, efficiency, labor revenue, and gross profit per technician — and export it to a spreadsheet.

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Reading the Declined Work Report

See the estimates and services customers said no to, how much they were worth, and which ones to follow up on so you can win back lost work.

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Reading the Parts Usage Report

See the parts you billed in a given period — quantity, cost, retail, and gross profit — and break the numbers down by part, brand, or technician.

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Reading the Financial Report

See your shop's revenue, tax collected, and payments by method for a chosen period — and export the numbers to a spreadsheet.

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Reading the Accounting Report

See your shop's tax collected, payments by method, unpaid invoices by age, and which customers still owe you money — all in one place.

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Reading the A/R Aging Report

See what every customer owes you, broken down by how long it's been unpaid, so you can chase overdue accounts and send statements.

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Managing Your Team

Add team members and manage their access — roles, PINs, QR cards, and locking or disabling their login.

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Using Wenmar Pro on Your Phone

Work on your phone with the app or your browser, log in with your station code or QR, and get push notifications.

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Notifications and Reminders

Find the bell in the top bar to open your notification center, mark messages read, set your personal notification preferences, and turn on push reminders.

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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 for iPhone or Download for Android.

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 Support — help@wenmarpro.com
  • Chat with us — Use the widget in the bottom right

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