> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run your first job end to end

> A complete walkthrough from inquiry to paid invoice, so you can see how ShopWrk handles real work before your shop goes live.

This walkthrough follows one job the way it happens in a real week. A lead texts about full-front PPF, you quote and collect a deposit, the car comes in on Thursday, and the invoice gets paid Friday afternoon. Every section links to the detailed guide for that area.

## The story, step by step

<Steps>
  <Step title="The lead arrives">
    Someone texts your ShopWrk number asking about PPF for a new Grand Cherokee. It lands in Conversations and appears as a lead in your CRM, with the source recorded.
  </Step>

  <Step title="Quote without leaving the thread">
    Open the estimate builder from the conversation. Pick the vehicle, choose full front PPF, and tier-based pricing fills in the right panel count and price for a large SUV. Add a ceramic coating option if you want to upsell. Send it by text with one click.
  </Step>

  <Step title="Get approval and a deposit">
    The customer opens the link, reviews the line items, pays the deposit by card through ShopWrk Pay, and approves. The estimate flips to approved and the job creates itself, ready to schedule.
  </Step>

  <Step title="Book the job">
    The job is already there from the deposit approval. Customer, vehicle, services, and deposit status carried over. Drag it onto Thursday in your calendar, check bay availability, and assign a tech whose skills match PPF work.
  </Step>

  <Step title="Run the day">
    When the customer arrives, open the job. Work the checklist and photograph the panels before and after. Note anything unusual so it is documented before you touch the bumper.
  </Step>

  <Step title="Invoice the balance">
    Mark the job complete, create the invoice from it, and send. The invoice pre-fills with the booked services minus the deposit already collected. The customer gets a link and pays from their phone.
  </Step>

  <Step title="Close the loop">
    If you enabled the Review Request automation, it sends the next day. Warranty registration happens from the completed job when its services carry warranty details; see [Warranties](/features/warranties).
  </Step>
</Steps>

## Where everything lives afterward

Once the job wraps, everything stays attached where you'd look for it:

| What                    | Where to find it                        |
| ----------------------- | --------------------------------------- |
| Text history            | Contact profile, Conversations tab      |
| Approved estimates      | Contact profile, Estimates tab          |
| Deposits and payments   | Invoice detail, plus Reports            |
| Before and after photos | Job record                              |
| Warranty certificate    | Contact profile and the customer portal |

Guides for each stop along the way:

* [Conversations inbox](/features/communications)
* [Estimates](/workflows/estimates)
* [ShopWrk Pay deposits and payments](/integrations/shopwrk-pay)
* [Calendar and booking](/features/calendar-booking)
* [Invoices](/workflows/invoices-payments)
* [Automations](/features/automations)
* [Warranties](/features/warranties)

## Try it safely on your own data

Before inviting customers into this flow, run it once with yourself as the customer. Use your own mobile number so texts arrive for real and approve the estimate from the customer link. You can stop before submitting a real card payment; if you do make one to see the full flow, refund it afterward and check the processor's refund timing.

<Note>
  Delete test contacts when you finish practicing. Test jobs left in place will show up in revenue reports alongside real work.
</Note>

## Next steps

* Invite your team and set permissions in [Roles and permissions](/getting-started/roles-permissions).
* Load your film inventory in [Inventory](/features/inventory).
* Turn on the agents that answer while you are under a car in [AI agents](/features/ai-agents).