Guided setup: get your shop working in Wraptor

After your trial starts, the shop owner gets an invitation to Start guided setup. We recommend it so your first visit leads to real work. Skip setup dismisses the invitation; it does not keep coming back every time you visit.

Open the guide again from Continue guided setup in the Finish setup checklist or the top-bar newsfeed menu. Your saved shop settings remain available across devices. The guide remembers your place on the current browser.

Make yourself at home

Confirm your shop name and optional contact/address details. Choose your region, then your main service: wraps, tint, PPF, print, signs, full-service shop, or independent installer. Wraptor tailors the starting workflow and labor pricing, and remembers your trade on Money → Quote Settings — a tint shop's quotes open on Window tint and its customers read "your window tint", not "your project". Shops with real jobs keep their existing workflow stages and services.

Check your numbers

The next screen shows the numbers your first quote will go out on, already filled in with starter values. Change any that aren't yours:

• Installation rate — your installation labor per hour. Estimates multiply it by the vehicle's install hours. If you have never set one, the box shows the starter rate and says so.
• Sales tax rate — under your region's own name (Sales Tax, GST, VAT, GST/HST). Enter 0 if you don't charge it. A rate under 1% gets a "Did you mean 7.25%?" check, with Use 7.25% to fix it or Keep to save it as typed. A Canadian second tax line stays exactly as set.
• Deposit on new quotes — Percent, Fixed amount or No deposit.
• Logo — drop a PNG, JPG or HEIC under 2 MB on the box, or tap it to choose one. It saves the moment it lands and goes on every quote, invoice and customer email.

Save and continue saves the rate, deposit and tax to Money → Quote Settings (the same settings, so you can change them there later) and ticks the Set your quote standards milestone on the Finish setup checklist. Independent installers skip this screen.

Get your first win

Choose what would help your shop most today. Organize a current job, build a customer quote, bring over existing work, follow up on invoices, connect email, or respond to a waiting lead. Wraptor opens that tool directly. Independent installers go to their installer profile.

Wraptor remembers the choice. Until it's done, Jobs and the dashboard show one strip with that one next step instead of the checklist and other first-run prompts. If you chose Get paid for finished work and card payments aren't connected yet, that step is Turn on card payments first — an invoice link can only take a card once payouts are set up.

If you do not have real work ready, explicitly choose Explore a sample job. Samples are never added just because you skipped setup. Selecting an action records your intent; actually creating a job or quote is still done in that tool.

Bring your shop with you (optional)

Connect payments, email and more first (optional) on the First win screen walks through each connection separately, with a short explanation, a preview of how it works, and concrete next steps:

1. Directory listing: claim or create your listing and review your services and contact details.
2. Materials and pricing: load a starter catalog or add your materials, then review costs and labor.
3. Payments: set up payment collection and check whether charges are enabled. It comes this early because an approved quote can only collect its deposit by card once payments are connected.
4. Import: bring customers and jobs from your previous app. Skip if you are starting fresh.
5. Email: connect your existing mailbox or review WrapMail options under Email accounts.
6. Accounting: connect QuickBooks or Xero and review the import and sync settings.

Each setup screen opens in another tab so the guide stays available. Return to the guide after saving. It checks your saved configuration when you return; Check my progress checks again. Completed items show a confirmation. Every connection can be skipped without preventing you from using Wraptor; the last one returns you to First win. A connection may require provider authorization, plan entitlement, or fees shown on its setup screen.

The footer link Manage your trial in Billing opens Billing in a new tab.

The top-bar news feed (Industry news, Shop updates or Off) is no longer a setup step. Owners and managers with Settings access change it from the top-bar feed menu or Settings > Team notifications.

Your first print order

Print and signage shops exploring a sample start with Sample — Two 3 × 6 ft Banners: two single-sided banners on 13 oz vinyl, with hems and grommets every 2 ft. It appears in Printing on a print board or Fabrication on a signage board. No sample vehicle is created. The attached Sample — Banner print order quote is a draft with suggested pricing and no tax; review rates and tax before using it for real work. Its prepress checks remain unchecked.

For your own work, open Money → Quotes → New Quote, choose the customer and Print & signs, then Start quote. For 50 yard signs, choose Yard signs, set quantity to 50, and review dimensions, sides, material, finishing and rates. A vehicle is optional.

Review starter recipes in Money → Quote Settings → Print & signs → Print catalog. On an order, Packet → Print job ticket opens the production specification without prices. A ticket made from a draft, including the sample, says the specification needs review. Reorder on the job's Quotes tab starts a fresh order from an existing print specification.

Rex's opening suggestions match your print/signage shop, including “How do I quote 50 yard signs?” The dashboard's first-win links lead to the quote, catalog and ticket instructions, according to your permissions.

Clear sample removes the untouched sample draft with its sample job. Edited, shared or invoiced quotes are kept, along with the customer they belong to. Jobs with invoices are kept too.

The existing Finish setup checklist remains available for later milestones: tailor your workflow, bring in your first real job, set your quote standards, send your first quote, Take deposits by card (connect payouts so an approved quote can collect its deposit — ticks itself once Stripe charges are enabled, and can be skipped; a shop that had already finished every other milestone before this one was added keeps its finished list), connect your email, and get leads on your lock screen. Invited teammates continue to use their separate Welcome aboard profile screen.