Set Up Your Workspace

Use this workflow when opening AxleLedger for a new workshop.

Steps

1. Create the workspace with the correct workshop name.
2. Confirm owner and admin access.
3. Invite a small group of staff first.
4. Add one real customer and vehicle.
5. Add one reminder, work log, and document.
6. Review the dashboard and plan limits.

Check the result

Your workspace is ready when the team can find the customer, open the vehicle, see a reminder, review a work log, and locate the uploaded document.

Related pages

• First setup checklist
• Staff and roles