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.

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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.

Threaded SMS through OpenPhone or a native handoff to your phone's SMS app.

Daily summaries, customer reminders, task reminders, and the in-app notification feed.

Private notes on leads and estimates that customers never see.

A public page anyone can use to request a quote from your shop.

Per-user profile and per-shop business, branding, messaging, team, and localization.

Job stages, document statuses, panel codes, factors, dent sizes, and undo windows.