What to check before contacting support

Before contacting support, gather a few details. This helps support find the issue faster.

Details to include

• Shop name.
• Which dashboard page has the issue.
• Whether the issue affects everyone or only one user.
• Whether the issue affects every workstation or only one workstation.
• The approximate time you noticed the problem.
• The customer, vehicle, work-order number, or item involved.
• A screenshot of the message or status, if one is shown.

Checks to try first

1. Refresh the page.
2. Confirm the right shop is selected.
3. Check Server Agent status in Settings → Server & Agents.
4. Check Client Agent status if the feature depends on the workstation.
5. Sign out and back in after a role, permission, or shop-access change.