Manage Services and Pricing

Summary

Torqueflow has two settings pages for defining what your garage offers and how it prices work. The Services page defines the jobs you perform (with durations, bay types, and base prices). The Pricing Settings page configures VAT/tax settings and markup brackets for parts.

Prerequisites

• You are signed in as an Owner or Manager.
• For Services: you need the services.manage capability.
• For Pricing: you need the settings.access capability.

Steps

Manage services

View services

1. Select Settings from the sidebar.
2. Select Services. The page title reads “Services” with the subtitle “Manage the services your garage offers”.
3. If services exist, a table shows columns: Service Name, Duration, Bay Type, Price, Parts Incl., and Actions.
4. The count of configured services appears above the table (e.g. “5 services configured”).

Add a service

1. Select Add Service (button with a plus icon, above the table or in the empty state).
2. A dialog opens. Fill in the fields:
   • Service name (required) - the job type name, up to 100 characters.
   • Duration (required) - time in minutes. Minimum 1, maximum 1,440 (24 hours).
   • Bay type (optional) - select from your configured bay types, or leave blank for “Any”.
   • Base price (optional) - a fixed price for this service. If left blank, the labour rate is used instead (displayed as “Labour rate” in the table).
   • Parts included - tick if parts are included in the base price.
3. Select the save button to create the service.

Edit a service

1. Find the service in the table.
2. Select the three-dot menu icon in the Actions column.
3. Select Edit.
4. Update the fields in the dialog.
5. Select save to apply changes.

Delete a service

1. Select the three-dot menu icon for the service.
2. Select Delete.
3. A confirmation dialog appears: “Are you sure you want to delete [service name]? This will also remove any voice availability settings for this service.”
4. Select Delete to confirm, or Cancel to go back.

Configure pricing settings

View pricing settings

1. Select Settings from the sidebar.
2. Select Pricing Settings. The page heading reads “Pricing Settings” with the subtitle “Configure tax rates and markup brackets for quotes”.

Configure tax settings

1. In the Tax Settings card:
   • Toggle VAT Registered on if your business is VAT-registered.
   • When VAT is enabled, the VAT Number field appears. Enter your UK VAT number in the format GB followed by 9 or 12 digits (e.g. GB123456789). A green tick appears when the format is valid.
   • When VAT is enabled, an info box explains: quotes display prices excluding VAT, VAT (20%) is shown as a separate line, and your VAT number appears on customer quotes.
2. Select Save Tax Settings.

Configure markup brackets

1. Expand the Markup Brackets card by selecting it (marked “Advanced”). An info box explains how markup brackets work: the system suggests a markup percentage when adding a part to a quote, based on the part’s cost.
2. The table shows columns: Cost Range and Suggested Markup, with edit and delete icons.

Add a bracket

1. Select Add Bracket.
2. In the dialog, enter:
   • Minimum Cost (£) - the lower bound of the cost range.
   • Maximum Cost (£) - the upper bound. Tick “No upper limit” if this bracket applies to all costs above the minimum.
   • Suggested Markup (%) - the percentage markup to suggest. Range 0-500%.
3. The system validates that brackets do not overlap. If they do, an error message identifies the conflicting bracket.
4. Select Add Bracket to save.

Edit a bracket

1. Select the pencil icon next to the bracket.
2. Update the values in the dialog.
3. Select Save Changes.

Delete a bracket

1. Select the red bin icon next to the bracket.
2. Confirm deletion in the dialog. Select Delete to confirm.

Expected Outcome

• Services appear in the services table and are available for scheduling, quoting, and AI-assisted queries.
• VAT settings are applied to all new quotes.
• Markup brackets suggest appropriate markups when adding parts to quotes.

Troubleshooting

Problem	Cause	Fix
”A service with this name already exists” error	Duplicate service name	Use a unique name for each service
Cannot access the Services page	Missing services.manage capability	Ask the Owner to check your role permissions
VAT number field shows an error	Format does not match GB + 9 or 12 digits	Enter the number as GB followed by exactly 9 or 12 digits, e.g. GB123456789
”Cost range overlaps with existing bracket” error	The new bracket’s cost range overlaps an existing one	Adjust the minimum or maximum cost to avoid overlap
Markup must be between 0% and 500%	Value entered is outside the allowed range	Enter a whole number between 0 and 500
”Cannot delete the only labour rate”	At least one labour rate must exist	Add another labour rate before deleting

Notes

• Labour rate configuration has moved to Settings > Finance > Labour & Time. It is no longer on the Pricing Settings page.
• Default markup brackets are seeded automatically the first time you visit the Pricing Settings page: 0-10 (100%), 10-50 (75%), 50-200 (50%), 200-500 (35%), 500+ (25%). You can edit or delete these.
• Default labour rates are also seeded: Standard (£85/hr) and Diagnostic (£99.50/hr).
• Service names must be unique within your organisation.
• Deleting a service also removes any voice availability settings linked to it.