Get your shop running on RVDesk.

Training at RVDesk is two things: eight short getting-started articles you can work through on your own, and a walkthrough with the RVDesk team on the phone. Below that, where each person in the shop should start.

The getting-started path

Do these in order. Each one names the exact menus to open, in RVDesk’s own labels.

Open the help center

Set up your shop profile and tax rate
Add your shop’s address, phone, email and logo, then set the sales tax rate work orders start from. Customers see these details on estimates and invoices.
Invite your team and set their permissions
Add your service advisors, technicians, Shop Admins and bookkeeper by email, then give each one a permission group or their own list of permissions.
Connect card payments with Stripe
Connect your shop’s own Stripe account to take cards at the counter and online, with payouts going straight to your shop’s bank account.
Register your shop’s texting number
US carriers require a business to register before it texts customers from software. Fill in your business profile and RVDesk files the registration for you.
Import your customers and rigs
Bring customers and their RVs over from a spreadsheet or your old shop system. RVDesk previews every import before writing anything, and an import can be undone.
Create your first work order
A work order holds one visit: the customer, their rig, what they say is wrong and the work you do. Here’s how to open one and find it on the job board.
Build an estimate and send it for approval
Add jobs, parts and labor to a work order, then send the estimate. The customer approves it from their phone with a typed signature, and the work order moves to Approved.
Turn approved work into an invoice and take payment
Create the invoice from the work order, then record card, cash, check and other payments, in full or as a deposit, or text the customer a link to pay by phone.

Set up with the RVDesk team

Call or text the team and we’ll walk through setting up your shop with you. You’ll talk to the people who build RVDesk.

If it’s easier to show than to tell, the team can sign in to your account while you’re on the phone. Each visit lasts up to an hour, and every one is listed for you to see.

(530) 782-9787

Mon–Fri, 8 AM–5 PM Pacific

Call (530) 782-9787 Send a text

Where to start, by role

Everyone in the shop signs in with their own login, and each role sees a different part of RVDesk.

Owner

Owner login

Set the shop up once, then hand the day-to-day to your team. A few of these only the owner can do.

Service advisor

Service Advisor login

The counter: opening work orders, getting estimates approved and keeping customers in the loop by text.

Creating and receiving purchase orders, invoicing and recording payments are owner and manager tasks.

Technician

Technician login

Technicians work from a phone or tablet in the bay. The one thing to learn first is timing their jobs.

Let a technician clock time to a job

Bookkeeper

Accountant login

The Accountant login opens the money side only: Dashboard, Reports, Invoices, Expenses and Payroll & Time.

Reports and payroll don’t have help articles yet. The RVDesk team can walk you through them on the phone.

New to RVDesk? See it run your shop’s day.

Mon–Fri, 8 AM–5 PM Pacific

Book a demo Call (530) 782-9787