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How to use PartsDue.

Step-by-step guides for owners, office staff and technicians.

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  1. 01Install PartsDueWhat you need, how to upload and activate the plugin, and what happens the first time you open it.
  2. 02The setup wizardFive short steps that get your business details, prices, service area, booking page and email ready on day one.
  3. 03The booking formHow to put the booking form on your site, what customers see step by step, and how it keeps out spam.

Every guide

Day-to-day work.

  1. 04Import your customersBring your customer list from Housecall Pro, Jobber, Workiz or any spreadsheet in a few minutes.
  2. 05Jobs and visitsHow a repair moves from request to paid, how to add a phone booking, and how to book visits and use the schedule.
  3. 06Closing a visit: What happened?How to finish a visit with the right outcome, mark parts installed and get the customer's sign-off on the phone.
  4. 07PartsTrack every part from needed to installed, including back-orders, wrong or damaged parts, returns, cores and warranty-supplied parts.
  5. 08Estimates and approvalWrite an estimate with up to three options, get it approved online or on site with a finger signature, take the parts deposit and revise it if needed.
  6. 09Invoices and paymentsCreate invoices, credit the service call fee, record cash, check and card payments, and follow up on unpaid bills.
  7. 10Stripe card paymentsConnect your own Stripe account step by step, test it with a test card, then switch to live payments.
  8. 11EmailsEvery email PartsDue sends, when it goes out, and how to fix a website that can't send mail.
  9. 12Text messagesText customers from your own number with your own Twilio account: booked, reminder, on my way, part delayed and more.
  10. 13Warranty claimsMark a job as warranty work, track the claim window and claim status, and see what each warranty company owes you.
  11. 14Technicians and your teamAdd office staff and technicians, what each role can do, and how technicians work from their phone, even with no signal.
  12. 15The customer pageWhat customers see on their private repair page, how they get there, and how to share the link.
  13. 16Reports and data exportWhat the numbers on your dashboard mean, and how to download all of your data as spreadsheets or one complete file.
  14. 17Site health and backupsThe checks that keep bookings, reminders and payments working, and how to keep a safe copy of your data.
  15. 18Licenses and updatesAdd your license key once and update PartsDue from the WordPress Plugins page with one click.
  16. 19SettingsEvery settings tab and field in PartsDue, what it does and where it shows up.
  17. 20Frequently asked questionsStraight answers about your data, pricing, text messages, QuickBooks, updates, support and refunds.