Get Started
Step 1: Get Started with Mobile Tech RX
Key Takeaways
- Mobile Tech RX is an app built for auto recon businesses in PDR, detailing, glass repair, window tint, wheel repair, paint touch-up, and more.
- Grow your business with tools that will help you create estimates and invoices, manage your clients, run a marketing campaign, manage your finances, and run reports with data.
What To Do Before the Next Step
- Sign up for a personal walkthrough with an app expert to help you get started.
- Download the Mobile Tech RX app – for Apple or for Android.
Step 2: Set Up Your Admin Portal
Key Takeaways
- The Admin Portal is your online back office where you can make default changes to your company and manage your business at a high level.
- What you can do in your Admin Portal:
- Enter your company info and business logo to create branded estimates and estimates.
- Set default company rates.
- Keep all of your estimates, invoices, and work orders saved in Documents.
- Add users to your account.
- Create reports to see how you’re doing. You can create sales reports, tech reports, service reports, and more.
What To Do Before the Next Step
Step 3: Learn the Mobile Tech RX Workflow
Key Takeaways
- The Mobile Tech RX workflow goes from an estimate to a work order to an invoice. This is the order of the process you’ll take in the app. However, you can choose to skips steps if needed.
What To Do Before the Next Lesson
Practice in the app!
- Create your first estimate. Use a made-up customer and vehicle.
- Assign the job to a tech and convert the estimate to a work order.
- Complete the job and turn the work order into an invoice.
- Bonus! Close out the invoice and pretend to collect payment from your customer.
About the Instructor
Alex Soto is our Account Executive Team Lead at Mobile Tech RX. He is passionate about helping clients reach their goals and get started with Mobile Tech RX. Alex has a Bachelor of Arts degree from the University of Texas.