Set up Refine around the way your detailing business already works.
Start with guided service discovery, invite your team, and walk one job from the calendar to payment. Each step gives the next part of Refine better context.
Go from a new account to a workflow your team can use.
The setup sequence follows the same order as the work itself: define what you sell, add the people doing it, then confirm the full customer and job experience.
- 01Shape your workspace
Give Refine your details, then let it read your website.
Setup starts with your business information and working hours. Point Refine at your website and it reads the services you already advertise, then hands you a suggested menu to review — so you start by editing something real instead of staring at an empty account.
1Business infoReady2Working hoursReady3Website scanReady - 02Build your service menu
Review the services, pricing, and time your calendar depends on.
Confirm each service name, duration, price, package, and optional add-on. Those choices become the shared source for jobs, quotes, booking, and invoices, so the team does not have to recreate the scope later.
Interior detail
2 hr
Paint correction
6 hr
Ceramic coating
1 day
Maintenance
Recurring
- 03Bring in the team
Invite the people who need the schedule and give each person the right access.
Add employees, choose what each one can reach, and make job ownership visible. Everyone works from the same customer, vehicle, service, and appointment context without relying on a separate group chat.
Owner · Full accessAdmin · Business settingsDetailer · Assigned jobs - 04Run one complete job
Test the handoffs once, then use the same workflow every day.
Create a real or test job, assign it, move it through the schedule, send a reminder, and finish with an invoice. That quick pass confirms the customer-facing details and gives the whole team a shared operating rhythm.
Job→Assign→Remind→Invoice
Your service list
Bring the services, packages, price ranges, and typical durations your shop already uses.
Your working hours
Have normal availability and any scheduling rules ready so the calendar starts realistically.
Your team’s phone numbers
Invite employees once their access is clear, then assign the first job to confirm what each person sees.
Build the first workflow, then improve it as your shop grows.
Your services, team, schedule, customer communication, and payment history stay connected from the beginning.