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HelpWin Workflow Guide
Comprehensive reference for managing client sites, services, and scheduling.
New Client Workflow
1.Import lead from Google Maps data (admin-sites.html → Import Leads)
2.Generate preview site with their info (admin-sites.html → New Preview Site)
3.Screenshot the preview and send to prospect
4.On positive response: create business record (admin-clients.html → Add Client)
5.Configure their services from the catalog (this page)
6.Set up SMS notifications if requested
7.Export site and deploy to Cloudflare Pages
8.Activate booking widget with their business slug:
<script src="book.js" data-biz="slug">9.Set billing to active with paid-through date
10.Add to monthly management rotation
Smart Scheduling Explained
•Parts lead time: Customer books a transmission replacement → system adds 3-10 days for parts before showing available dates
•Bay availability: Only 2 lift bays → can't book 3 lift jobs on the same day. The scheduler checks physical resource limits.
•Tech matching: Timing belt needs a master tech → only shows dates when one is available
•Buffer time: 15-30 min between jobs for cleanup and vehicle swap
Service Configuration Tips
•Start with 5-8 core services, add more as the business requests
•Set Featured on 3-4 signature services for the website hero section
•Override pricing to match what the shop actually charges, not catalog estimates
•Parts lead days should reflect the shop's actual supplier relationships
SMS Setup Guide
•Gateway method: Ask during onboarding: "What carrier is your phone on? AT&T, Verizon, T-Mobile?" Set the carrier in admin-clients.html. Free but less reliable.
•Twilio method: For reliability, use Twilio. $1/mo per number. Configure in worker environment variables. Recommended for clients who depend on SMS reminders.