Getting Started with GreaseGoose: Your First Day

Welcome to GreaseGoose. This guide gets you from sign-up to running your first real job in about 20 minutes. You do not need to set up everything at once. Start here, and add the rest as you go.

Step 1: Create your first job

From Home, Jobs, global search, or the mobile + button, choose New Job. Then:

1. Select an existing customer or add a new one.
2. Enter the VIN to auto-decode the vehicle, or enter the year, make, and model manually.
3. Add a description of the work, and save.

That is a complete job. You can build an estimate on it next.

Step 2: Import your data (optional, but recommended)

If you are coming from another system or from spreadsheets, bring your data in. You can import from each page:

• Customers: Customers page, then Actions, then Import from CSV. Or use the import wizard in Settings, then Data Management.
• Crew: Crew page, then Actions, then Import from CSV. Technicians can also be imported from Settings, then Data Management.
• Parts: Parts page, then Actions, then Import from CSV.

Tip: download the template from the Actions menu first, fill in your data, then upload.

Step 3: Connect payments

To accept online payments, go to Payments → Settings, and connect Stripe. Once connected, customers can pay invoices online and funds go to your bank account.

Step 4: Run a real car through it

The fastest way to learn GreaseGoose is to use it on a live job: create the job, build and send the estimate, get it approved, convert it to an invoice, and take payment. By the end you will have seen the whole workflow.

Need a hand?

Open the Goose Advisor AI assistant from the sidebar and ask things like "How do I create a quote?" or "Where do I add a technician?" You can also reach the team from the Contact link on the website.

FAQ

How do I get started with GreaseGoose?

From Home, Jobs, global search, or the mobile + button, choose New Job to make your first job, optionally import your customers and vehicles from CSV, connect Stripe under Payments → Settings to accept payments, then run a real car through the full workflow. The free trial lets you do this with no credit card.

Do I need a credit card to start?

No. GreaseGoose offers a 14 day free trial with no credit card required. You can explore job management, VIN decoding, and estimates, and add up to 5 technicians during the trial.

How long does setup take?

Most shops are up and running the same day. Creating your first job takes a few minutes, and importing existing customers and vehicles from CSV is quick. There is no lengthy onboarding required.