Settings

Manage your shop details, tax configuration, integrations, billing, and branding

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Save your changes to keep them in sync across templates and integrations.
Shop Information

Primary Contact

Tax Configuration Encrypted at rest
Security: Tax IDs and sensitive data are encrypted at rest using AES-256 encryption. Your tax information is never exposed in logs or exports.

Financial Settings

QuickBooks Integration

QuickBooks Online

Sync invoices and financial data

Not Connected
Square Integration

Square POS

Sync with Square point of sale

Not Connected
DIMO Vehicle Data Network

DIMO — Real-Time Vehicle Telemetry

Connect vehicles to DIMO's decentralized data network. Pull live odometer readings, OBD-II diagnostics, fuel level, and more directly into repair records.

Not Connected
Products & Services Catalog
CSV Format: name, description, price, type (product/service), sku, taxable (true/false)
📦

No products or services yet

Import from CSV or add items manually to build your catalog.

Terms & Conditions Auto-inserts into templates

Branding

Applied to PDFs, emails, and invoices.

Current Plan

Your Plan

See pricing page for full plan details

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Plan Features:

  • ✓ Unlimited work orders
  • ✓ Unlimited vehicle records
  • ✓ Unlimited staff members
  • ✓ All repair forms library (80+ forms)
  • ✓ Profit & Loss tracking
  • ✓ QuickBooks integration
  • ✓ Priority support
Payment Method
💳

Update your payment method through Square

Your billing is managed securely through Square. To update your card, select a plan below and complete a new payment — your access continues uninterrupted and the new card replaces the previous one on file.

Your Data Ownership
You own all your shop data.
All data entered into TemplateVault belongs to you. You can export a complete copy of your data at any time, in JSON or CSV format. Your data is never sold or shared with third parties.
Shop Owner
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Shop Name
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Data Summary

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Export Your Data

Download a complete copy of all your shop data. JSON format includes all records and nested data. CSV format exports each collection as a separate file.

Full Export (JSON)

All data including customers, vehicles, work orders, inspections, recommendations, and ownership records.

Collection Export (CSV)

Export individual collections as CSV files for use in spreadsheets.

Data Retention & Privacy
  • ✓
    Your data, your property
    All shop data (customers, vehicles, work orders, inspections) belongs to you and can be exported at any time.
  • ✓
    No data selling
    We never sell, share, or monetize your shop data or customer information.
  • ✓
    Data portability
    Export in standard formats (JSON, CSV) compatible with other tools and systems.
  • ✓
    Soft delete protection
    Deleted records are soft-deleted and can be recovered. No data is permanently destroyed without your explicit request.