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Step-by-step guides to get the most out of Tallerio. Search by topic or browse the categories. Can't find what you're looking for? Message us.
Getting started
Welcome to Tallerio
An overview of Tallerio and everything you can manage from the app.
Read guide →Navigation and the Dashboard
Learn to get around the main menu and read the Dashboard cards at a glance.
Read guide →Set up your workshop
A checklist to get your workshop ready before you start working.
Read guide →Work orders
How to create a work order
Open a work order for every vehicle that comes into the workshop, with its jobs, mechanics and parts.
Read guide →How to assign a mechanic
Assign one or more mechanics to each job on the order, both when creating it and afterward.
Read guide →How to create a quote
Generate the quote from the order's jobs and get the client to accept it before repairing.
Read guide →Order statuses
What each status a work order goes through means, from draft to delivery.
Read guide →Appointments
How to create an appointment
Schedule an appointment for a client by choosing vehicle, service, date and time from the calendar.
Read guide →How to approve and manage appointments
Confirm pending appointments, edit them or delete them from the workshop calendar.
Read guide →How an appointment becomes an order
Confirming an appointment creates the client, vehicle and order; when the car arrives, you register it at the workshop.
Read guide →Online booking and business hours
Your clients book appointments on their own from a public page, with slots based on your configured hours.
Read guide →Documents and invoicing
How projects, orders and documents relate to each other
Understand how a project groups a vehicle's repair and which document comes out of it at each stage.
Read guide →How to create an invoice
Create an invoice from a project, review its services and parts, and confirm it.
Read guide →How to record payments and partial payments
Record full or partial payments on an invoice without changing the document type.
Read guide →How to generate and send a PDF
Generate the PDF of any document to print it, download it or send it to the client.
Read guide →VeriFactu and TicketBAI (Spain): what they are and how to enable them
What VeriFactu and TicketBAI are, which invoices they affect and how to enable them from Settings. Included in every plan.
Read guide →Clients and vehicles
How to add a client
Register a new client with their contact details and, if you want, their first vehicle.
Read guide →How to register a vehicle
Add a car to a client's profile by choosing the make, model and engine from the catalog.
Read guide →Vehicle history and client search
Quickly find any client and check the full history of each vehicle.
Read guide →Inventory and suppliers
Employees and clock-in
Reports
Settings
Profile and notifications
Update your personal details, change your password and choose which notifications you want to receive.
Read guide →Workshop details and invoice branding
Set up your workshop details, your logo and the text that appears on every invoice and quote.
Read guide →Roles and permissions
Control what each employee can see and do with the roles and permissions matrix.
Read guide →Subscription and billing
Check your plan, change your subscription and manage payment from the Billing tab.
Read guide →