Wenmar Pro Help

Appearance

Frequently Asked Questions ​

Quick answers to common questions about Wenmar Pro.

Getting Started ​

How do I create my first work order? ​

Press Ctrl+N or click the + button in the top bar. Search for the customer or create a new one, then add vehicle details and services. Full guide →

What browsers are supported? ​

We support the latest versions of Chrome, Firefox, Safari, and Edge. Internet Explorer is not supported.

Is there a mobile app? ​

Yes! Wenmar Pro works great on mobile browsers, and we also have native mobile apps for iOS and Android. Download from your app store →

How do I invite my team? ​

Go to Settings → Team and click Invite Member. Enter their email and select their role. They'll receive an invitation to join.

Work Orders ​

What's the difference between Pending and Scheduled? ​

  • Pending: Created but no appointment time set
  • Scheduled: Has a specific date/time for the appointment

Scheduled WOs appear on the Calendar. Both Pending and Scheduled are managed separately from the Job Board.

Why can't I find a work order? ​

  • Check if it's in Pending or Scheduled status (not on Job Board)
  • Verify you're viewing the correct location
  • Make sure it hasn't been Closed (archived)
  • Use Global Search (Ctrl+J) to search by customer or WO number

How do I send an estimate to a customer? ​

With the work order open:

  1. Add services and parts to build the estimate
  2. Click Send Estimate
  3. Choose SMS, Email, or both
  4. Add a personal message (optional)
  5. Click Send

What happens if a customer declines an estimate? ​

The work order stays in "Awaiting Auth" status. You can:

  • Revise the estimate and resend
  • Call the customer to discuss
  • Add notes about the declined estimate

Can I edit a work order after it's invoiced? ​

No. Once invoiced, the work order is locked for accounting purposes. To make changes, you'd need to unpost the invoice (Manager/Admin only), make edits, then re-invoice.

Customers & Vehicles ​

How do I search for a customer? ​

Press Ctrl+J for Global Search, then type:

  • Name (first or last)
  • Phone number (full or last 4 digits)
  • Email address

Can customers see their work orders online? ​

Yes! When you send an estimate, customers get a link to view it in their browser. They can approve or decline without logging in.

How do I add a vehicle to an existing customer? ​

  1. Find the customer (Global Search Ctrl+J)
  2. Open their profile
  3. Click Vehicles tab
  4. Click Add Vehicle
  5. Enter VIN (for auto-fill) or manual details

What if the VIN lookup doesn't work? ​

VIN lookup requires a valid 17-character VIN for vehicles from 1996 onwards. If it fails:

  • Double-check the VIN for typos
  • Enter vehicle details manually
  • Some vehicles (imports, very old, or custom) may not be in our database

Billing & Payments ​

What payment methods do you accept? ​

We process credit/debit cards (Visa, Mastercard, Amex) through our integrated payment system. You can also record cash, check, or external payments.

Is my customer payment data secure? ​

Yes. We are PCI-DSS compliant. Card numbers are never stored on our servers — we use tokenization with our payment processor.

How do refunds work? ​

From an invoiced work order:

  1. Click Refund
  2. Select items to refund or full refund
  3. Process refund to original payment method
  4. Refund appears on customer's card in 5-10 business days

Can I export to QuickBooks? ​

Yes! We have a native QuickBooks Online integration. Go to Settings → Integrations → QuickBooks to connect. Work orders can sync as invoices automatically.

Account & Billing ​

How do I change my plan? ​

Go to Settings → Billing and click Change Plan. Upgrades happen immediately; downgrades take effect at the end of your billing cycle.

What happens if I cancel? ​

Your account stays active until the end of your current billing period. After that:

  • Data is retained for 30 days
  • Then permanently deleted
  • You can reactivate within 30 days by resubscribing

How do I update my credit card? ​

Settings → Billing → Payment Method

Add your new card and set it as default. We'll use it for your next billing cycle.

Do you offer annual billing? ​

Yes! Annual billing saves 20%. Toggle it on in Settings → Billing.

Technical ​

Is my data backed up? ​

Yes. We maintain automated backups with point-in-time recovery. Your data is also replicated across multiple data centers for redundancy.

Can I export my data? ​

Yes. Account owners can request a full data export by emailing help@wenmarpro.com.

What if I forget my password? ​

Click Forgot password on the login screen. You'll get an email to reset it. If you don't receive it, check your spam folder.

How do I report a bug? ​

Email help@wenmarpro.com with:

  • What you were trying to do
  • What happened instead
  • Screenshots (if possible)
  • Browser and device you're using

Still have questions? ​

  • Search the Help Center — Use the search bar at the top
  • Contact Support — help@wenmarpro.com
  • Chat with us — Use the widget in the bottom right

💡 Can't find what you're looking for?

Try searching with different keywords, or browse by topic using the sidebar navigation.