The setup wizard.

The first time you open PartsDue, the setup wizard starts. It has five steps. You can go Back at any time, and you can change everything later in Settings.

Step 1: Your business

This is what customers see on the booking form, their repair page and every email.

1. Business name. Your shop name as customers know it.
2. Phone customers call. Use your real business number. The wizard will not continue with a placeholder number like (000) 000-0000.
3. Email customers reply to. When a customer hits Reply on any email, it comes here. Only a WordPress administrator can change this field.
4. Click Save and continue.

Step 2: Prices

Estimates and invoices start from these numbers.

1. Service call fee. What you charge to come out and diagnose. The default is $89.
2. Labor rate per hour. Used for the labor line on new estimates.
3. Parts markup %. When you type what a part costs you, the price to the customer is filled in with this markup.
4. Sales tax %. Leave it at 0 if you don't charge tax on repairs.
5. Credit the service call fee toward the repair. Tick this if the customer gets the fee back when they go ahead with the repair. The booking form tells customers this too.
6. Click Save and continue.

Step 3: Area and times

Customers check their ZIP code first, then pick a day and an arrival window.

1. ZIP codes you serve. Type them separated by commas or one per line. Leave it empty to accept every ZIP code.
2. Arrival windows. One per line, for example "8 AM to 12 PM". These show on the booking form and when you book visits.
3. Click Save and continue.

Step 4: Booking page

1. Click Create my booking page. PartsDue publishes a page called Book a repair with the booking form on it.
2. You will see Your booking page is live and the page address. Click Open it to check it.
3. Add a link to it from your website menu, your Google Business Profile and your Facebook page.
4. Click Continue.

Already have a page you want to use? Skip the button and add the PartsDue booking form block or the [partsdue_booking] shortcode to that page instead. See The booking form.

Step 5: Email check

Customers get their confirmation, reminder and invoice by email, so this step matters.

1. Click Send me a test email. It goes to the email address of the WordPress user you are logged in as.
2. If you see Sent to your address, check that inbox and the spam folder. If it arrived, you are set.
3. If you see Your website could not send the email, your web host is blocking mail. Install the free WP Mail SMTP plugin, connect it to your business email, then try again. See Emails.
4. Click Finish.

You are ready for bookings

The last screen offers three next steps:

• Add your technicians. They see their own day on their phone.
• Take card payments. Connect your own Stripe account.
• Add a phone booking. Enter a job that came in by phone.

Click Go to the dashboard when you're done.

Skipping and coming back

On the first step you can click Skip setup for now. Until the important parts are done, the dashboard shows a Finish setting up card with what is left:

• Add your real business phone
• Put the booking form on your website
• Check that emails reach customers

Click any line to jump back to that step. The card disappears once all three are done.