Knowledge Base

In This video we go over the basics of what My Shop Assist can do for you and your shop. If you own or run a performance, hot rod, restoration, or customization shop, this software is the shop management system designed from the ground up specifically for what you do. Additionally, we enable you to not require a vehicle, so any other service based businesses, such as transmission shops, machine shops, fabrication shops, and anything else where tracking time, materials and parts are critical, this system will work for you!

How to add and configure your users for the shop. New to this version is user permissions which we cover in this video.

See how My Shop Assist can increase communication with your customers using text messaging.

The Jobs page within MSA is essentially the "hub" of organizing the work at your shop. This page is customizable so you can create zones and move jobs around to the different zones to organize the work flow. Each job has many different visual ques for seeing at a glance what various stages of a project, such as needing parts, needing a signature, if someone is tracking time on it, or when the job is done.

This video will demonstrate how to start adding tasks to your shop and jobs, track hours, document work and updating customers.

This video will demonstrate how to start adding parts to your shop and jobs, how to import lists, and how to set pricing rules.

MSA has integrated text messaging and chat functions for your to communicate with your customers directly through the system. Send picture, payment requests, or even receive phone calls forwarded to your shop phone. 

The My Shop Assist calendar makes scheduling simple and efficient for your shop. You can quickly add jobs by clicking a date or dragging across multiple days for longer projects. Jobs are color-coded by the responsible technician, and hovering over a job reveals its details in the side panel. Clicking a job takes you directly into it. The calendar includes an "unscheduled jobs" section for projects not yet ready to be assigned and allows easy drag-and-drop rescheduling. You can filter the view by zones or technicians, schedule holidays and vacations to prevent conflicts, and choose between monthly, weekly, or daily views to suit your workflow.

My Shop Assist includes a powerful suite of reports designed to help you understand how your shop is operating, identify areas for improvement, and make data-driven decisions. Here’s a breakdown of each report and what it can do for you:

This video introduces the new Invoice History feature in My Shop Assist (MSA), designed to streamline billing for long-term projects like restorations, hot rods, and race car builds. It allows shops to generate and save monthly invoices within a single job using date range filters and also apply payments to individual invoices. This makes MSA especially powerful for managing large, complex projects.

In this video we go over the new fees and discounts line to work orders. We can have any number of fees or discounts on a work order, and they can be either as a percentage of the labor, parts or both, or it can be a fixed value.

In this video we show you how to merge parts and tasks using the new merging tool, which will help simply and clean up your parts and task list from duplicates.

In this My Shop Assist tutorial, we’ll walk you through how to set up reusable tasks for your shop. With a good naming convention for your tasks, you can then easily add them to jobs and track time on them as you work on the cars. This time tracking is essential for properly estimating pricing in the future.

The My Shop Assist and QuickBooks Online integration helps streamline your shop’s workflow by syncing invoices, customers, parts, and labor directly between the two platforms. This eliminates double entry, ensures accurate financial records, and gives you a clearer picture of your shop’s performance—all with minimal manual effort.

Our QuickBooks Desktop integration offers functionality similar to our QuickBooks Online integration—syncing invoices, customers, parts, and labor to streamline your accounting process. While QuickBooks Online is more commonly used today, we continue to support the Desktop version and release updates periodically to ensure compatibility and reliability for users who prefer this platform.

In this video, we show you how to add a custom Jotform to your website that submits directly into your My Shop Assist jobs page. We cover how to create the form, what fields to include, and how to connect it to MSA. Then we demonstrate how to embed it on your site (using a Shopify store as an example) and how submissions automatically create an estimate with the customer’s info pre-filled in MSA. https://youtu.be/ayNHcnTGG64?si=AcdkbbAFOgzxWglG

My Shop Assist integrates seamlessly with 360 Payments to provide fast, secure, and reliable credit card processing directly within the MSA platform. This integration allows you to take payments from customers without switching between systems, streamlining your checkout process and improving cash flow. With competitive rates and full PCI compliance, 360 Payments ensures your transactions are safe and your money gets to you quickly. Whether you're collecting deposits, progress payments, or final balances, the integration makes it easy to manage everything in one place—saving you time and reducing errors.