WenmarPro

Personal Settings

Configure your personal preferences in 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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FAQ

Frequently asked questions about 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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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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Set up your profile, change your PIN, and choose which notifications you receive. Your personal settings are yours alone — they don’t affect anyone else on your team.

Where to Find Your Settings

Your profile and preferences live in the avatar menu — click your name or avatar in the top bar. From there you can open My Profile and Preferences.

My Profile

The My Profile drawer is where you manage your own account details:

  • Full Name — your display name across the app.
  • Email — your login email. If you change it, you’ll need to confirm the new address.
  • Role — shown as a badge. This is set by your shop owner and can’t be changed here.
  • Home Location — the shop location that loads by default when you log in.

Change Your PIN

Your PIN is the 6-digit code you use to log in at the shop. To change it:

  1. Open My Profile from the avatar menu.
  2. Go to the Change PIN section.
  3. Enter your new PIN and confirm it.
  4. Click Update PIN.

⚠️ Important

Your PIN must be exactly 6 digits. If you forget it, ask your manager to reset it.

Preferences

The Preferences drawer controls your notifications. You choose which shop alerts you receive and how you get them.

Notification Settings

For each type of alert, you can pick a scope:

  • None — don’t notify me
  • My Work — only for work I’m involved in
  • All Work — for everything in the shop

Alerts you can set include:

  • Shop Operations — team mentions, assigned to a work order, technician updates, inspection completed
  • Customer Activity — customer message received, portal work authorized

Message Alerts

Toggle Message Arrival Sound to play a sound when a new customer message arrives.

💡 Pro Tip

Your preferences save automatically as you make changes — no need to hit a save button.

Email Fallback

If you want a safety net for missed notifications, go to Settings → Notifications and turn on “Send me an email when I miss an in-app mention or comment notification (after 30 minutes).”

Need Help?

Questions about your personal settings? Contact us at help@wenmarpro.com.

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