Hubtiger's Repair Software

Ditch the paperwork, avoid endless phone calls, and take back your time with Hubtiger’s repair software. By streamlining your workshop operations, you’ll enhance efficiency and keep customers happy as your shop runs like a well-oiled machine.

 

Setting up your shop with Hubtiger is simple. The first steps cover the essentials like user management, payments, and POS integration so you can start taking bookings without hassle. From there, you can customise features like automated messaging, digital waivers, and service booking widgets to optimise your workflow and elevate the customer experience.

Hubtiger software for repair and rental businesses

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Your Setup Journey Made Simple: What to Expect

Before you dive in, it’s important to note that this setup guide is divided into two key sections:

 

  • Steps 1-5: Essential Setup – These steps cover the core setup tasks needed to get your shop up and running, including user management, shop profile configuration, POS integration, payments, and an introduction to using the calendar.
  • Steps 6-14: Advanced Setup – Once the essentials are in place, you can fine-tune your workflow with advanced features like automated messaging, digital waivers, deliveries and collections, and reporting.

 

Now, let’s get started!

Essential Setup: Steps 1-5 – Get Your Shop Up and Running Fast

Hubtiger’s repair software makes workshop management effortless. Start by setting up key essentials like user access, payments, and POS integration to ensure smooth daily operations. Once the basics are in place, you can fine-tune your setup with features like automated messaging, digital waivers, and service booking widgets to boost efficiency and enhance the customer experience.

Step 1: Add Users and Working Hours

Adding users in Hubtiger allows you to manage staff access, set working hours, and ensure smooth operations within your workshop. You can also manage staff leave, shop closing dates, and sort calendar resources to keep everything organised.

 

On the left-hand side of your screen, use the menu bar to scroll down to navigate to:

Settings > General > Users

How to Add a New Staff Member

Process:

Click the “Add Staff” button on the top right of your screen

 

Fill in the required fields in the “’User Details” section:

 

  • Email Address
  • First Name & Last Name
  • Phone Number (Optional)
  • Password & Confirm Password: Create a secure password for the staff member.

 

Click ‘Next’ to proceed to “User Roles”

 

Choose the appropriate role for the user based on their responsibilities:

  • Technician: Can view the calendar, customers, and services; will appear on the calendar.
  • Fitter: Similar to a technician but focused on bike fittings rather than service types.
  • Admin: Full access to all features and settings.
  • Workshop Manager: Manages technicians and settings but cannot view or change financial records.

 

Toggle the appropriate role to ‘on’ for the new user and click “save”.

 

After adding the user, they can log into Hubtiger’s repair software using their email and the password you’ve set. From this section, you can manage users by selecting their names to update details, reset passwords, or remove them as needed.

 

Top Tip: Maintaining a spreadsheet with staff usernames and passwords can save time and reduce hassle. Regularly reviewing your user list helps keep it up to date. Removing old profiles ensures accurate records and prevents potential access issues for your team.

Set Staff Working Hours

Managing staff working hours in your shop with Hubtiger’s repair software ensures that your shop operates smoothly by allowing you to track availability, assign service types, and manage responsibilities with ease.

 

Settings > General > Users > Working Hours

Process:
  • Make sure to click on ‘Working Hours’ at the top left of the screen.
  • This will take you to an overview page where you can see all staff members and their assigned working hours at a glance.
  • This page provides a quick snapshot of each staff member’s working hours for the selected month.
  • Green circles with numbers represent assigned working hours, while grey circles indicate off days.

 

To add or make adjustments to working hours, click the pencil icon next to the staff member’s name.

 

A pop-up will appear where you can: 

  • Modify staff information.
  • Assign or update staff roles.
  • Set working hours and availability.
  • Service Types and Fittings: These will auto-populate later in the setup process but can be modified here in the future.

Setting Default Working Hours

In the Availability tab, you can set working hours by:

 

  • Entering a start and end time for each day.
  • Adjusting the number of online hours using the slider.
  • Working hours can be customised individually for each day, and non-working days can be set to zero hours.

 

Important: Service types and fittings will be assigned later in the setup process and will automatically appear in this section once configured.

Step 2: Configure Your Shop Profile

Now, you’ll need to set up your shop profile, which includes essential details that customers will see when making a booking.

 

Navigate to Settings > General > Shop Profile

Process:

Fill in the following details:

  • Shop Name: Enter your shop’s name.
  • Add Storefront Image: Required for multi-store setups to display correctly on the multi-store widget.
  • Description: Provide a brief overview of your shop.
  • Contact Information: Add your shop’s email, phone number, and website URL.
  • Physical Address: Enter your shop’s address so customers can find you.
  • Minimum Job Card/Work Order Number: If you use numbered job cards/work orders and want to continue from a specific number, enter it here.
  • Enable Online Bookings: Toggle this on to allow customers to book online.
Configure Your Shop Profile onHubtiger’s Repair Software
  • Enable Fittings: Turn this on if you offer fittings as part of your services (optional).
  • Country, Currency, and Tax Information: Set your country, unit of measure, currency symbol, tax settings, and tax rate.
  • Allow Discounts: Enable this if you want to allow discounts (for integrations like Shopify, Vend, Xero, and Lightspeed).
  • Enable Two-Factor Authentication (TFA): Turn this on for extra security, requiring users to register with the Google Authenticator app.
  • Free Text Merge Tag: Create a free text merge tag to personalise automated messages. If you need assistance creating one, click here.
  • GDPR Marketing Consent: Activate this to collect marketing consent from customers when they book online. You can also add custom GDPR consent text.
  • Trustpilot & Google Reviews: Enter the URLs for your Trustpilot and Google Business Profile pages to enable smart reviews and make it easier for customers to leave feedback.

Once all details are entered, click “Update Profile” to save your changes.

 

Top Tip: Ensure your country and address are correctly entered in your shop profile. Accurate location details are essential for enabling key features in Hubtiger’s repair software, including location sharing through WhatsApp, integrations, and in-app payments.

Further Customisation: Other Settings

For more advanced customisation and operational settings, navigate to:

 

Settings > General > Other Settings

 

Here, you can configure additional features to tailor Hubtiger’s repair software to your needs, such as workflow preferences, notifications, and automation settings. Be sure to explore this section to optimise your setup and ensure everything runs smoothly.

Step 3: POS Integration or Importing POS Products and Service Types

At this stage, your next step depends on whether you have a POS system. If you do, you’ll link it to Hubtiger for automatic syncing. If not, you can manually add products and services or import them using an Excel sheet. Both options are designed to make the process smooth and efficient. Let’s explore both options.

Option 1: Integrate Your Point of Sale (POS)

One of Hubtiger’s repair software’s most valuable features is its ability to integrate with your existing POS system, enabling seamless inventory management and effortless transaction processing.

 

Navigate to Settings > General > POS Integration

Process:

  • Select your POS platform from the list to integrate with Hubtiger.
  • Follow the prompts in the setup wizard and enter the required credentials for your POS system. The video demonstrates the process for Lightspeed X, but steps may vary depending on your POS.
  • Allow Hubtiger to sync data with your POS. This may take a few moments, so please be patient while the sync completes.

Top Tip: Ensure your POS is fully synced to prevent discrepancies between your inventory and the parts or services needed for repairs.

Option 2: Create or Import Service Types and POS Products

If you do not have a POS system, you will need to manually set up your service types and POS products in Hubtiger. This ensures that all your services and products are available when creating job cards and managing transactions.

Importing Service Types

If you already have service-type information in a spreadsheet, importing it is the quickest way to set up your services. This saves time and eliminates the need to manually enter each service type.

 

Navigate to settings > Services > Service Types

 

Process: 

  • Click ‘Import Data’ in the top right-hand corner.
  • In the top right-hand corner, click the icon on the far right to download the CSV Template.
  • You will now be able to open this file in Excel/Numbers/Google Sheets and add your service types. 
  • Save the completed document as a CSV file once you are done to ensure the upload process goes smoothly.
  •  Return to the Hubtiger portal and click the download icon in the top right-hand corner of your screen.
  • You will now see all your services listed, with the final column under ‘Import Status’ left empty.
  • A button labelled Click ‘Import Data into Hubtiger’ will appear in the top right-hand corner of your screen, click it to import your service types.
  • Once the process is complete, the Import Status for each service will change to ‘Imported’.
  • Use the arrow in the top left of your screen to navigate back to the Service Types page.
  • All your imported services should now appear here.

 

Important: All POS products must have an SKU assigned to them. Ensure that all the service types you offer are included in the template and match the required fields. If any required information is missing or formatted incorrectly, the upload may not work as expected.

Importing Service Types on Hubtiger's repair software
Create Service Types and POS Products
Import Service Types and POS Products
How to Customise a Service Type

Hubtiger’s repair software allows you to click on each service type and configure it based on your needs. You can edit the following:

  • Category: Assign a Category to organise your services.
  • Enable Online Bookings: Toggle ‘Allow bookings via Widget’ to allow customers to book this service online through your booking widget.
  • Add a Service Description: Provide details to explain what the service includes.
  • Assign Staff: Toggle the button on or off next to each staff member’s name to select who can perform this service.
  • Save and Repeat: Click ‘save’ and categorise all your service types.

 

Note: You can ignore the Checklists and Message Templates tabs for now. These will be set up later in the process, but you can always return to this section for an overview and adjustments in the future.

Customising Your Services on Hubtiger
Adding a New Service

When adding a new service, make sure each one is clearly defined so customers and staff can easily understand what is being offered. Assign each service to the appropriate category to keep your list organised and ensure smooth booking management.

 

Navigate to Settings > Services > Service Types

Process: 

 

  • Click the ‘Add New’ button on the top right of your screen.
  • Choose to create a new category or a new service.
  • Select ‘new service’
  • Select the appropriate category.
  • Enter the SKU or product name to auto-add it to job cards.
  • Enter a clear service name.
  • Input the service price.
  • Select the estimated time required.
  • Toggle ‘Allow bookings via Widget/App’ on or off.
  • Add descriptions to explain the service for customers booking online.

 

Finally, click ‘Save’.

Importing POS Products

If you don’t have a POS system to integrate with, the next step is to manually add POS products. You can either import multiple products at once or add them individually.

 

Navigate to Settings > Products > POS Products

 

Process:

 

  • Click the cloud icon in the top right corner.
  • Select ‘Download Template’ (different from the service types template).
  • Enter all required information for each product and ensure mandatory fields are completed.
  • Save the file as an Excel file
  • Return to Hubtiger and click ‘Select File to Import’.
  • Click ‘Begin Import’ to finalise.
  • Return to the POS Products screen. You can click on any product to edit its details whenever needed, both now and in the future.
Importing POS Products Graphic

Top Tip: Ensure each product’s mandatory fields are completed to guarantee a smooth and successful upload process.

Adding a New POS Product Individually

Next, add your POS products by either importing them in bulk or adding them individually. This allows you to manage inventory, pricing, and availability directly within Hubtiger. Taking the time to set up these details now will streamline future operations and ensure a smoother workflow.

Navigate to Settings > Products > POS Products

 

Process:

 

Click the plus sign in the top right hand side of the screen next to the little cloud to add a new product.

 

  • Enter Product Details: Add a name, SKU (or leave blank to auto-generate), brand, and product type.
  • Optional Fields: Include manufacturer SKU, EAN, and UPC if needed.
  • Set Pricing: Enter the cost price and default price, both including VAT.
  • Enable Tax (if applicable): Toggle ‘Taxable’ on or off.

 

Click ‘Save’ to add the product.

 

You can edit product details anytime by clicking on a product in the POS Products screen.

Hubtiger software for repair and rental businesses

Struggling with Your Repair Store Setup?

Our expert team is here to help!

Book a demo, and we’ll guide you through the setup process.

Step 4: Setting Up In-App Payments and Deposits

Connect your Stripe or Paystack account with Hubtiger’s repair software to seamlessly accept online payments and deposits for your services, making transactions smoother for both your shop and your customers.

Navigate to Settings > Payment > Online Payments

 

Process:

 

  • Click “Connect with Stripe” and follow the prompts to log in and link your account.
  • For stores in South Africa, Hubtiger supports Paystack, which appears when South Africa is set as your shop location.
  • If Paystack is not visible, go to your Shop Profile and set your location to South Africa.
  • Once this is complete, customers can pay directly through Hubtiger.

Configure Service Deposits (Optional)

Once you have connected your Stripe account, you can set up service deposits to secure bookings in advance. Hubtiger’s repair software allows you to configure deposits based on your preferences, choosing between full payment, a percentage-based deposit, or a fixed minimum amount.

Navigate to Settings > Payments > Service Deposits

 

Process:

 

  • Enable Deposits: Toggle the switch to enable deposits for online bookings.
  • Choose Payment Type: Select whether you want to collect a full payment or a deposit.
  • Set Deposit Amount: Choose between a percentage of the total cost or a fixed minimum amount and enter the percentage or amount required.
  • Apply to All Service Types: Enable this option if you want the deposit setting to apply across all services.
  • Add Payment Terms & Conditions: Use the text box to include any terms regarding deposit refunds or cancellations.
  • Save Your Settings: Click Update Configuration to finalise your deposit setup.

 

Top Tip: Requiring a deposit can help reduce no-shows and secure bookings in advance. Make sure your deposit terms are clear to customers to avoid confusion.

Service Deposit Configuration
Configure Service Deposits on Hubtiger’s Repair Software

Step 5: Using the Calendar to Manage Your Service and Repair Shop

Now that your shop is set up, the calendar becomes your go-to tool for managing jobs, assigning technicians, and keeping operations running smoothly. Mastering it will help you streamline bookings, reduce admin work, and ensure every job is scheduled and completed efficiently. Here’s how to use the calendar to it’s full potential:

 

Click ‘Calendar’ on the sidebar on the left-hand side of your screen.

Creating a New Job

Managing your workshop schedule efficiently starts with creating jobs accurately. To create a new job:

  • To create a new job, select the desired date and technician’s row by clicking on the white space in the calendar.

 

This intuitive system ensures that every task is properly assigned, streamlining your workflow.

Changing Calendar Views

Hubtiger’s repair software offers a versatile calendar with multiple viewing options to help you plan and manage your workshop activities efficiently.

 

  • Week View (Default): Provides a clear picture of all scheduled jobs for the current week, making it easy to track ongoing tasks and upcoming deadlines.
  • Day View: Offers a focused view of jobs assigned to each technician for a specific day, ensuring nothing slips through the cracks.
  • 2-Week View: Perfect for planning ahead, this view shows all jobs booked for the next two weeks.
  • Month View: A comprehensive overview of all bookings for the current month, ideal for long-term planning and resource allocation.

Navigation

Use the arrow buttons to move through different dates, letting you review past activities or plan upcoming bookings.

Technician Rows (Week View)

Efficiently manage your team with the following tools:

 

  • Share iCal Link: Share individual technician calendars with specific customers or VIPs for enhanced transparency and coordination.
  • Configure: Tailor technician profiles to suit your business needs. You can:
    • Update user details such as names and contact information.
    • Define roles and set availability.
    • Specify the service types each technician is qualified to perform.
    • Customise default work hours or fine-tune individual work hours to maximise productivity.
  • Leave Button: Simplify leave management by quickly adding planned or unplanned absences and setting closed days for technicians.

Right-Side Filter

Quickly locate specific jobs or focus on particular workflows using the right-side filter options:

 

  • Color-Coded Keys: Highlights jobs with specific colours based on their status, such as “booked in,” “waiting for work,” or “item ready.”
  • Tech Filter: Narrow your view to jobs assigned to specific technicians, ensuring efficient resource allocation.

Job State Keys

Visual cues help you understand the status of each job at a glance:

 

  • Bordered Job Cards: Indicate jobs that are linked to other tasks.
  • Thick Top Border: Signals that the job has been paid.
  • Job Card with Lines: Indicates that the item for service has not yet arrived at the shop.
Job cards on Hubtiger's Repair Software

Availability and Daily Tech Goals Gauge

Stay on top of your workshop’s performance with the availability and daily goals gauge, located at the bottom of the screen:

  • Workshop Revenue: See real-time updates on your total revenue.
  • Labour Revenue: Track income specifically generated from labour services.
  • Labour Goal: Monitor progress toward achieving weekly labour revenue targets.
  • Available Hours for the Week: View the total hours your team has available, ensuring optimal scheduling and workload distribution.

Job Card Search

Finding a specific job card is simple with Hubtiger’s robust search functionality. Use any of the following criteria to locate a job card:

 

  • Job Card Number
  • Email Address
  • Phone Number
  • First Name or Last Name
  • Bike Model
  • Serial Number

 

Once the job card appears, you can navigate directly to it for detailed information, ensuring seamless communication and service delivery.

 

By leveraging the full capabilities of Hubtiger’s repair software, including the Service Calendar, you can optimise your workshop’s efficiency, enhance customer satisfaction, and streamline your operations.

Job Card Search Hubtiger's Repair Software
Locate Job Card Hubtiger's Repair Software

Advanced Setup: Steps 6-14 – Customise and Optimise Your Workflow

Once your essential setup is complete, you can customise Hubtiger’s repair software to fit your shop’s needs. These optional features help you automate tasks, improve customer communication, and enhance efficiency.

Step 6: Messaging Setup

Clear and effective communication with your customers is essential, and Hubtiger provides multiple messaging options, including email, SMS, and WhatsApp. Setting up message templates allows you to send automated notifications and updates, ensuring customers stay informed about the progress of the service.

 

Navigate to Settings > Messaging > Message Templates

Process:

You will find three messaging options: Email, SMS, and WhatsApp. You can customise templates for each type of communication.

Email Setup:

  • Toggle email notifications on or off.
  • Customise email templates by adding text, buttons, headings, dividers, and images.
  • Adjust the layout, colours, and fonts to align with your brand’s style.
  • Include links or menus to help customers navigate directly to bookings or reviews.

SMS Setup:

  • Toggle SMS notifications on or off. Note that SMS messaging requires purchasing SMS bundles.
  • To purchase bundles, navigate to settings > messaging>message bundles and purchase the amount of SMSes you think you’ll need. You can add more at any time.
  • The template is limited to 160 characters, so keep messages concise. Use merge tags to personalise messages (e.g., adding customer names or booking details).

WhatsApp Setup:

WhatsApp integration costs an additional $10 per month per workshop, with separate charges from WhatsApp.

 

To activate, update your Hubtiger plan by adding WhatsApp. Navigate to Settings > General > Manage Subscription and enable WhatsApp.

 

Go to Settings > WhatsApp Integration, log in via Facebook, and follow the steps to connect your WhatsApp Business account.

 

Customise WhatsApp messages with no character limit, including merge tags, optional headers, and CTAs (Call-To-Actions).

 

Top Tip: Automated messaging enhances customer communication and minimises manual admin work, ensuring customers stay updated throughout the service. For detailed WhatsApp setup instructions, refer to our Step-by-Step Guide to WhatsApp Integration.

Step 7: Setting Up Checklists

Checklists help standardise workshop processes by ensuring technicians complete necessary checks during each service. They improve efficiency, reduce errors, and provide a clear record of work done, enhancing both customer experience and internal workflow management.

 

Navigate to Settings > Workflow > Checklist Configuration

Process:
  • Click ‘Add New’ to create a new checklist item.
  • Enter a Checklist Name to clearly define what the checklist item is for.
  • Select the Control Type, choosing either a checkbox for simple yes/no checks or a text box for entering specific values like seat height.
  • Enable Additional Options if Needed:
    • Pre-Service Check displays the checklist when booking a bike in.
    • Checklist for All Services applies the checklist across all service jobs.
    • Front & Rear Check ensures the checklist covers both front and rear components.
  • Assign a Label Colour to make specific checklist items stand out on job cards.

 

Click ‘Save’ to finalise the checklist item.

Important: Now that your checklist items are saved, you can easily link them to specific service types in the Service Types section for services that don’t apply to all jobs.

Step 8: Importing Historical Services

Hubtiger’s repair software allows you to import past, current, and upcoming service records, making service imports especially useful when transitioning from another repair software. This ensures that your shop has a complete service history for every item, helping you track work done and upcoming jobs with ease.

 

Navigate to Settings > Services > Service Imports

 

  • Click ‘Download Template’ to get the Excel file for service imports.
  • Enter all required details, such as customer details, service type, item information, and service notes, into the Excel template.
  • Save the file as an Excel document.
  • Click ‘Select File to Import’ and upload your saved Excel file.
  • Choose whether to send customer communication for in-progress or upcoming services included in the list.
  • Click ‘Begin Import’ to complete the process.

 

Once imported, you can track open jobs, pick-ups/deliveries, and items ready for collection by navigating to ‘Services’ from the left-hand menu.

Hubtiger Service Imports
Importing Historical Services on Hubtiger’s Repair Software

Step 9: Setting Up Deliveries and Collections

Hubtiger streamlines logistics by enabling you to manage delivery and collection options for your workshops. You can set delivery zones, apply fees, allocate vehicles, and customise time slots to optimise scheduling.

 

Navigate to Settings > Workflow > Pick-ups/Deliveries Setup

Process:
  • Enable Deliveries and Collections: Switch on these options for all your workshops that provide delivery or collection services.
  • Define Delivery/Collection Areas: Click the plus sign to add new zones under the Collection/Delivery Area and use the map tool to customise the size and shape of each area.
  • Set Names and Fees: Assign a name and SKU to each area, linking it to a specific delivery or collection fee.
  • Manage Delivery Vehicles: Add delivery vehicles by clicking the plus sign. Name each vehicle (e.g., “Van 1”), specify its maximum workshop item capacity, and link it to the corresponding delivery areas.
  • Configure Delivery/Collection Slots: Set available delivery and collection slots by choosing specific days and start/end times. Assign vehicles and areas to each slot for seamless scheduling.
  • Apply Buffer Days: Establish a booking cut-off period (e.g., deliveries must be booked at least one day before 17:00).
  • Custom Slots: Modify the schedule for specific dates by creating custom slots that override default settings.
  • Block Unavailable Dates: Prevent deliveries and collections on specific days, such as holidays or maintenance periods.

Step 10: Custom Service Questions

Hubtiger’s repair software allows you to add custom questions to collect specific details from customers, enhancing the booking process and ensuring they receive the most suitable service. These questions are especially useful when additional information, such as height, weight, or experience level, is required to prepare workshop items correctly.

 

Navigate to Settings > Workflow > Custom Service Questions

Process:
  • Drag and Drop Controls: Create custom questions by dragging controls (e.g., text inputs, text areas, or checkboxes) from the “Control Templates” section on the left.
  • Configure Your Questions: After selecting a control, customise the question by entering the text you want to ask the customer (e.g., “What is your weight?” for adjusting bike suspension).
  • Add a Hint: Provide guidance to customers, such as “We need this information to set the bike suspension correctly.”
  • Mandatory Question: Toggle this option into the on position if the question must be answered before completing the booking.
  • Link to Categories: Associate each question with specific product categories (e.g., linking weight-related questions to mountain bikes or road bikes).

Top Tip: Custom workshop questions enhance the customer experience and ensure services are tailored to their needs. For example, knowing a customer’s weight for a bike service helps fine-tune the suspension to the customer’s preference.

Step 11: Digital Waiver Setup

Digital waivers are essential for workshop and repair businesses, helping to set clear expectations, reduce liability, and streamline customer interactions. Hubtiger allows you to create and manage different types of waivers, ensuring transparency and efficiency throughout the service process.

 

Navigate to Settings > Workflow > Workshop & Fitting Waivers

 

You can set up and customise different digital waiver forms based on your workshop’s requirements using Hubtiger’s repair software. The three most commonly used waivers include:

Pre-Service Digital Waiver:

  • This waiver ensures customers acknowledge existing damage, consent to the service, and specify any special instructions before work begins.
  • Customers can document pre-existing conditions with images and store them within the workshop management system.
  • It helps reduce misunderstandings and ensures a personalised service experience.

Post-Service Digital Waiver:

  • Used when handing over the completed repair or service, ensuring both the technician and the customer confirm the work meets expectations.
  • It can be configured to require signatures from the technician, workshop manager, or customer.
  • QR codes can be used to allow customers to sign digitally on their own devices, minimising wait times and improving efficiency.

Fittings Waiver:

  • Ideal for businesses offering custom fittings, ensuring all measurements and adjustments are correctly recorded.
  • It can capture details such as height, weight, and specific component adjustments to ensure a perfect fit.
  • It helps protect the business from disputes while improving customer satisfaction.

 

Top Tip: A well-structured digital waiver protects your business and streamlines operations. Learn what to include, why waivers are essential, and how to integrate them effectively in our blog: The Digital Waiver Form: Types, Benefits, Examples, Framework, and More.

Step 12: Creating and Adding the Free Service Booking Widget to Your Website

Hubtiger enables you to offer seamless online service bookings with a range of free, customisable widgets that can be embedded directly on your website. Choose from a booking widget, fittings widget, collections widget, multistore widget, or multistore fittings widget, all designed to streamline customer bookings, reduce admin work, and enhance efficiency.

 

Navigate to Settings > Plugins > Service Booking Widget

Process:
  • Adjust the primary and secondary colours to match your branding.
  • Set the card background to maintain a cohesive design.
  • Modify the border-radius to control how rounded the booking cards appear.
  • Select custom fonts to align with your website’s typography.
  • Enter your GTM ID to track customer interactions with the widget and monitor booking trends.
  • Copy the URL Link to create a standalone booking page.
  • Copy the iFrame Code to embed the widget directly on your website.
  • If your shop offers pick-up and delivery, the widget includes this feature by default.
  • Toggle this setting off if you want to exclude delivery from online bookings.

Top Tip: Adding a booking widget to your website makes it easier for customers to schedule repairs, increasing online bookings and improving customer experience. If you’d like to learn more about how a booking widget can benefit your business, check out our blog: “Driving Growth: How A Booking Widget Can Benefit Your Business.”

Step 13: Adding Third Parties

Adding third-party insurance providers allows your shop to communicate directly with insurers when customers claim repairs through insurance. This simplifies the process, letting you send quotes and updates easily while also choosing whether the customer receives the same information.

 

Navigate to Settings > Workflow > Third Parties

Process:
  • Click ‘New Third-Party’ to open the form.
  • Enter the insurance provider’s name and contact person details.
  • Add a phone number and physical address for reference.
  • Click ‘Upload Image’ if you want to add a logo or relevant image.
  • Under Notify, enter the email addresses of insurance contacts. Separate multiple emails with commas.
  • Select which status updates the insurance provider/customer should receive (e.g., Pick-ups, Booked In, Waiting for Parts, Deliveries).
  • Choose whether the customer should also receive updates by keeping the Customer checkbox selected for relevant statuses.
  • Click ‘Save’ to add the third-party insurer.

 

Once saved, you can send quotes and updates directly to the insurance provider using Hubtiger’s repair software, with the option to keep the customer informed throughout the process.

Top Tip: You can link job cards to third-party payments by selecting a third-party provider from the dropdown menu on a job card. This ensures seamless communication with insurers and simplifies the payment process.

link job cards to third-party payments on Hubtiger’s Repair Software

Step 14: Using Reports

Hubtiger’s repair software provides a comprehensive suite of reports designed to help workshop and repair shop owners track performance, identify trends, and make informed business decisions. By utilising these insights, you can streamline operations, improve efficiency, and ultimately increase profitability.

Accessing Reports

To view your reports, navigate to the menu on the left of your screen and click “Reports.” From here, you can select the type of report you need and set a date range to analyse past data, monitor current trends, and plan ahead.

 

Here are a few examples of how you can make the most of these reports:

  • Enhance Technician Performance: Monitor technician ratings, detailed performance, and revenue generated per technician.
  • Optimise Workflow: Track job turnaround times, workshop repairs, and service statuses to identify bottlenecks.
  • Improve Financial Management: Review job card breakdowns, parts revenue, labour revenue, and overall turnover.
  • Track Inventory & Items: Stay on top of inventory for incomplete jobs and analyse manufacturer splits.
  • Leverage Customer Insights: Use referral reports, rescheduled bookings, and gift card data to enhance customer engagement.

Troubleshooting: Frequently Asked Questions

This section covers eight frequently asked questions to help you resolve setup issues quickly and get the most out of Hubtiger’s repair software. From managing technicians to configuring payments and messaging, you’ll find solutions to ensure a smooth setup process.

1. How do I enable online payments in Hubtiger?

To accept online payments through Hubtiger’s repair software, you need to connect to either Stripe or Paystack, depending on your location.

 

For Stripe Users

 

  • Ensure you have a Stripe account. If not, you can sign up here.
  • Go to Settings > General > In-App Payments.
  • Click “Connect Stripe”, log in with your credentials, and link your Stripe account to Hubtiger.

 

For South African Users (Paystack)

 

  • If you don’t have a Paystack account, you can sign up here.
  • Go to Settings > General > In-App Payments.
  • Click “Connect Paystack” to complete the setup.

 

If Paystack Doesn’t Appear

 

  • Check that your shop’s location is set to South Africa:
  • Navigate to Settings > General > Shop Profile.
  • Set your country to South Africa and click Save.
  • Return to In-App Payments, refresh your browser, and Paystack should now appear.

 

Top Tip: If you’re still having trouble connecting with your payment provider, try refreshing your browser or reach out to support for assistance.

2. How do I link my Google Reviews or Trustpilot account?

Adding your Google Reviews URL to your Hubtiger’s repair software profile helps build trust and showcases real customer experiences. Displaying reviews can improve your credibility and encourage potential customers to book services with confidence.

 

Where to Add Your Google Reviews URL

 

  • Navigate to Settings > General > Shop Profile.
  • Scroll to the bottom and add your Google Reviews URL and Trustpilot URL.

 

How to Get a Google Reviews URL

 

To generate a Google Reviews link, you first need a Google Business Profile. If you don’t have one, follow these steps:

 

  1. Visit the Google Business Profile page.
  2. Sign in with your Google account and click “Manage now”.
  3. Follow the prompts to enter your business details, verify your location, and claim your profile.
  4. Find Your Google Reviews Link
  5. Once verified, go to your Google Business Profile Dashboard.
  6. Click Home or Info, depending on the layout.
  7. Scroll down to the Get More Reviews section and click “Share review form”.
  8. Copy the URL and paste it into the Google Reviews URL field in Hubtiger’s shop profile settings.

 

Top Tip: Sharing this link makes it easier for customers to leave reviews, helping boost your reputation.

 

How to Create a Trustpilot Account

 

If you use Trustpilot for customer feedback (or want both platforms), setting up an account is quick and easy.

 

  1. Visit Trustpilot.
  2. Click “Create Free Account” or “Get Started”.
  3. Enter your business name, website, and contact details.
  4. Follow the setup instructions to complete your profile.
  5. Find Your Trustpilot Review Link
  6. Once your account is set up, navigate to your Trustpilot Business Dashboard.
  7. Copy the review link and paste it into the Trustpilot URL field in Hubtiger’s shop profile settings.

 

Top Tip: Linking both Google Reviews and Trustpilot gives customers multiple ways to leave feedback, increasing your online presence and credibility.

3. Why aren’t new technicians displaying on Hubtiger?

If new technicians aren’t showing in your account, it’s likely due to reaching the technician limit set by your subscription package.

 

Navigate to Settings > General > Manage Subscription

 

  • Look for the Tech Limit in your current package.
  • If you’ve hit the maximum number of technicians allowed, you’ll need to upgrade your subscription to add more.
  • Contact support if you need assistance adjusting your package.

4. How Do I Change My Language Settings in Hubtiger?

Hubtiger’s repair software supports multiple languages, making navigating the platform easier for you and your team.

 

  • Click your profile name in the top right corner.
  • Select My Profile.
  • Choose your preferred language from the dropdown menu.
  • Click Update Profile, and the platform will adjust automatically.

 

Supported Languages: Dutch, English (UK & US), Finnish, French, German, Italian, Norwegian, Portuguese, Polish, Slovenian, Spanish, Swedish, Turkish.

5. How Do I Create a Free Text Merge Tag and Use It in Messages?

Free text merge tags let you personalise customer communications automatically.

 

Navigate to Settings > General > Shop Profile

 

  • Enter a custom message (up to 50 characters) in the Free Text Merge Tag section.
  • Example: Add a sign-off like “Thank you, Hubtiger Cycles.”
  • Customise the text by adjusting size, adding links, or inserting images.

 

Using Free Text Merge Tags in Messages:

 

Go to Settings > Messaging > Message Templates

 

  • When editing a message template (SMS, email, or WhatsApp), insert $Partner.FreeText$.
  • The system will replace the tag with your custom text when sending messages.


Top Tip: Merge tags to make customer communication more personal and professional without requiring manual edits.

6. What Should I Do If I Encounter an Error with WhatsApp?

If you see an error, ensure your Meta account has a valid payment method linked. Without this, WhatsApp messages won’t be sent, and the system will default to SMS.

 

How to Add a Payment Method:

 

  • Open the Billing and Payments section of your Facebook Business Account (Meta).
  • Add or verify your payment method.
  • If a card is already linked, check that the details are current.
  • Fill in your country/region, currency, and time zone, then click Next.
  • Select your payment option, enter your card details, and click Save.

 

Keeping payment details updated ensures smooth WhatsApp integration and reliable customer communication.

7. I Synced My WhatsApp but Can’t Text Directly From the Account. Why?

To send WhatsApp messages directly from Hubtiger, you need to set up a separate WhatsApp Business account. This is because WhatsApp’s integration requires a dedicated number to handle automated messages and customer interactions, keeping your personal or primary business account unaffected.

 

If you have already synced your WhatsApp but cannot send messages, check that:

 

  • Your WhatsApp Business account is correctly linked to Hubtiger.
  • The number you’ve connected is not in use on another software integration.
  • Your Meta Business account has an active payment method (required for WhatsApp messaging).

 

If issues persist, please contact our support team for assistance.

8. My WhatsApp Templates Are in Pending Status. What Does This Mean?

WhatsApp templates require Facebook Meta approval before use.

 

  • Pending templates appear with a red icon and typically take a few minutes for approval.
  • Once approved, the icon turns green, meaning the template is ready to use.

 

To Check Template Status:

 

Navigate to Settings > Messaging > WhatsApp Integration

 

  • Review approved and pending templates.
  • Refresh the page after a few minutes to see updates.
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