Documentation
PDR Business Pro documentation
Step-by-step guides for everything in the app — from your first lead to recurring invoices. Pick a topic from the sidebar, or browse below.
Start here
Daily workflow
Track potential jobs from first contact through to a scheduled appointment.
A unified timeline of every interaction with each customer, plus their vehicle garage.
Build, send, and revise quotes with the panel-by-panel estimate builder.
How originals and supplements work together inside one estimate.
Bill completed jobs, record payments, and send branded invoice PDFs.
Book mobile or in-shop appointments with smart slot suggestions.
Automatic route clustering and mileage tracking for tax and reporting.
Communication
Threaded texting inside the app on the Pro plan, or a handoff to your phone's messaging app on Core.
Daily summaries, customer reminders, task reminders, and the in-app notification feed.
Private notes on leads and estimates that customers never see.
Insights
Setup & reference
A public page anyone can use to request a quote from your shop.
Set your business up once — branding, pricing, service areas, workflow — so everything else behaves.
Adding people to your business and controlling exactly what each of them sees.
Your own account, security, menu, and your subscription.
Job stages, document statuses, panel codes, factors, dent sizes, and undo windows.