WRAPTORHelp & Docs

Wraptor Manual — Index

The customer-facing product manual. Each module links to its plain-language guide and its technical counterpart in ../reference/.

See also: Workflow map · Personas

Job lifecycle

ModuleWhat it isReference
JobsThe Kanban job board — create, track, and move every wrap/PPF/tint job through your workflow from lead to completionref
QuotesBuild and send itemized price quotes — optionally as Good/Better/Best tiers — draft one straight from a WrapStudio design or an inbound email, get customer approval via a no-login public link, and convert approved quotes to jobs; opt-in automated follow-ups and dead-quote win-back keep sent quotes moving — plus the public request-a-quote intake formref
ProofsUpload artwork mockups, send a no-login approval link to the customer, collect pinned comments and change requests, and record a signed three-disclaimer approval before production — includes the public proof-approval touchpointref
CalendarSchedule installs and bay bookings across month/week/day views, quick-schedule ready jobs from the unscheduled list, watch bay utilization, and edit events — with bay double-booking warningsref
Invoicing & billingTurn an approved quote into an invoice, send it, collect card or bank (ACH) payments through a no-login pay link (deposit then balance) or record manual offline payments (Check/Zelle/Cash/Other), void invoices, and sync invoices, payments, and customers to QuickBooks or Xero — lives on the Invoices & Payments tab of the Billing screen, includes the public pay touchpointref

CRM & comms

ModuleWhat it isReference
CustomersYour CRM contact book — add companies or individuals (full form, quick-add, or paste-from-signature), store multiple contacts, vehicles, and brand kits per customer, and view each customer's full job historyref
Inbox (WraptorMail)Your shop's own email address inside Wraptor — read, reply, compose, and search customer mail with attachments both ways; auto-sorted by a Smart Inbox classifier, auto-linked to customers and jobs, turn an inquiry into a job or a draft quote in one click, schedule sends for later, and set a shop-wide quiet-hours window, with optional forwarding to your personal inbox (paid plans only)ref
MessagesEmail history and composition at /messages (all-emails feed, sent log, threaded customer conversations, compose) plus global team chat (channels and direct messages) accessible from the Wraptor AI panel on every pageref
VehiclesYour catalog of every wrappable asset — cars, vans, trucks, trailers, boats, and more — with make/model/year, dimensions (full & 3/4 wrap sq ft, install hours, wheelbase), VIN/plate, and links to the customer and every job on that vehicleref
Online BookingYour public booking page — customers snap a photo for an instant AI ballpark from your rates, pick a date, and pay a deposit that holds it; you confirm with one tap
Warranty CertificatesRegister film + coverage on a completed job; the customer gets a branded, printable certificate with an Active/Expired badge
Mobile App & NotificationsInstall Wraptor on your phone and get leads, bookings, and payments on your lock screen
Certified NetworkThe Certified Installer & Designer Network — wholesale design at flat rates, freelance installers & designers with escrow hiring
FleetsA read-only rollup of every customer with 2+ vehicles — see each fleet account's contact, vehicle list, and active/completed job counts, and jump to any vehicle's latest jobref

Production & inventory

ModuleWhat it isReference
InventoryTrack rolls (vinyl/laminate/specialty), shop supplies, and printer ink across three tabs; estimate and deduct material per job, reconcile to actual usage, watch low-stock and low-ink alerts, and see usage trends and burn rateref
EquipmentA register of machines (printers/plotters/laminators) and hand tools, plus recurring preventive-maintenance schedules with auto-rescheduling and a completion log; overdue tasks surface in Daily Opsref
ColorsThree color libraries in one screen — your shop's house palette, per-customer brand colors, and the full built-in Wraptones catalog (search, filter by family, favorite, export an ASE swatch file) — each with hex, CMYK, and Pantoneref
OpsYour shop's daily open/run/close checklist — three grouped lists (Opening, Production, Closing) with progress bars that reset each day; check off tasks, customize the routine for your shop, and reset for the next shiftref

Creative & files

ModuleWhat it isReference
StudioYour in-house AI creative suite — turn a phone photo of a finished wrap into a showcase image, before/after, short video, or captioned social post; manage reusable backdrops; and vectorize logos to SVG — all from one screenref
WrapStudio DesignA full vector design app for wrap production — pen tool to print-ready PDF with CutContour separations, panelization with lap lines, per-panel cut files, AI design generation as editable layers, a locked photo-to-template flow with AI outline tracing, a print-intent CMYK Production Color Mode with nearest-vinyl matching, CSV-driven Fleet Data Merge (one vector PDF per vehicle), and the design→proof→quote→inventory loop
FilesEvery job's photos and documents in one searchable, shop-wide browser — upload artwork, references, and install/completion photos to jobs (tagged by category), auto-convert iPhone HEIC photos, set job cover thumbnails, and find any file by name or job numberref
DesignsWraptor's own online wrap-design service (public, not a dashboard screen) — pick a package (Lettering $50 / Half $200 / Full $350), configure vehicles, style, and add-ons, pay by card, and track the print-ready design as Wraptor's design team fulfills itref

Growth & insight

ModuleWhat it isReference
Website BuilderAn AI-generated multi-page shop website — wizard builds structure, theme, copy, and imagery from real shop facts; edit live on the canvas or via an approval-gated chat copilot; hosted on your subdomain or custom domain with SSL; quote requests land in the Lead Inbox
MarketingYour growth suite in one tab strip — a Lead Inbox for directory and email inquiries, branded newsletters with an AI Writer, a jump to Studio, Social packaging that turns finished renders into captioned posts, and an Autopilots gallery of every automation engine with real 30-day stats; the Lead Inbox is free, the rest unlocks on a paid planref
AutopilotsA gallery of every automated messaging engine your shop can run — quote follow-ups, dead-quote win-back, review requests, job-ready notify, appointment reminders, and lead second-touch — each with a plain-English description, real 30-day send counts, and a switch where one exists
AI (Wraptor AI)Your shop's wrap-expert AI — a chat that troubleshoots installs, knows film/tint/PPF/warranty specs, and answers questions about your live shop data, plus a build-your-own knowledge base; available on a dedicated page and a slide-out panel on every screen (Manager/Designer by default)ref
ReportsYour shop's business-intelligence dashboard — 12-month revenue and job-throughput charts, quote conversion funnel, average time per stage, top customers, stale-quote follow-ups, and a ranked Profit Leak Detector that flags unpaid invoices, thin-margin jobs, and stuck work; Manager-only, read-only, always liveref

Team & setup

ModuleWhat it isReference
TeamAdd and manage your staff and control who can see what — a Members list (add/edit/deactivate/delete people, with login status) plus a Roles editor and click-to-toggle Permission Matrix; members can exist without a login (installers you only schedule), adding seats is plan-limited, and the screen is Manager-onlyref
SettingsYour shop's configuration hub on one page — business profile, logo, and accent-color theming, multiple locations, the workflow stages that become your job-board columns, install bays, checklist templates, and the material/labor rate card that feeds quotes, plus the doorways to email, accounting, and subscription setup; Manager-onlyref
OnboardingFirst-run setup without a wizard — when you start, a first-run picker asks whether you're a shop or an independent installer and what to do first, and a dismissible setup checklist on Home walks you through brand color, materials, shop details, inviting your team, and your first quote; you're dropped straight into a working shop and can finish setup at your own paceref
PlansYour Wraptor subscription — start a 30-day no-card free trial on the single Wraptor plan ($79/mo, everything included from seat one, or sales-led Franchise for unlimited scale), add seats (+$20/mo) and locations (+$29/mo) as you grow, choose monthly or annual (annual = two months free), and manage your card, add-ons, invoices, and cancellation through the secure billing portal; only Managers can touch billingref
Dashboard overviewThe manager's home screen at /dashboard (shown as Home in the nav) — a live, read-only pulse of the shop: KPIs (active jobs, completed this month, paid revenue, outstanding), job & quote pipelines, team workload, low-ink alerts, and a click-through recent-activity feed, plus a dismissible first-run setup checklist; Manager-onlyref

Public flows

ModuleWhat it isReference
TrackThe public, no-login job-status page your customer opens (wraptor.io/track/<code>) — a live progress tracker across your workflow stages with a plain-English status, expected completion date, drop-off/pickup condition-report photos, and one-tap buttons to review their proof or pay their invoice, plus a post-completion Google-review prompt; auto-created for every job, your branding on paid plansref
DirectoryWraptor's public shop directory at /shops — a national → state → city → shop tree of 4,500+ wrap installers where customers compare shops, leave native verified reviews, and request quotes with no login, and owners claim their pre-built listing free — capture those leads, start running your shop on Wraptor, and optionally publish self-reported "from $X" price bandsref

Public touchpoints proof-approval, pay, and request-a-quote are documented inside Proofs, Invoicing & billing, and Quotes respectively.

Freelance installers

ModuleWhat it isReference
InstallersThe hire-an-installer network at /installers — find vetted wrap installers for overflow or out-of-town work, message them 1:1, and pay safely through escrow (funds held until the job's done, with cancel/dispute), plus Verified/Insured badges and verified-hire reviews. Independent installers aren't a separate login: they sign up and run the same full Wraptor app as shops (the single Wraptor plan at $79/mo, one seat included), and their listing/messages/payouts appear in the "More" menu. The first-run picker is where you choose "independent installer" vs "shop."ref