Knowledge Base

What My Shop Assist does and who it's built for — performance, hot rod, restoration, and customization shops, plus any service business where tracking time, parts, and materials is what matters.

Add users and configure roles, permissions, and personal settings for your shop. Covers the permission system in depth, plus notifications, themes, and customizing navigation per user.

Every way to create a job or estimate in MSA, and everything you can do inside one — tasks, parts, hours, comments, checklists, work orders, and payments.

The hub for organizing work in your shop. Create and rename zones, drag jobs between them, and read the visual cues showing which jobs need parts, need signatures, or are being worked on.

Create tasks for your shop and jobs, then track hours against them. Covers shop vs job tasks, importing lists, checklists, photos, customer visibility, subtasks, and task groups.

Add parts to jobs and your shop list, import existing part lists, and set pricing rules. Covers shop vs job parts, the need-to-order workflow, markup percentages, and the pricing matrix.

Streamline Your Shop Floor with QR Code Integration. Say goodbye to manual status updates and hello to instant job tracking. Our new QR code feature brings simplified workflow management to your shop.

How zones and departments organize work across your shop, and how the QR code reader ties into them — useful for Kanban boards on engine, turbo, and transmission rebuilds or order fulfillment.

MSA has integrated text messaging and chat functions for your to communicate with your customers directly through the system. Send picture, payment requests, or even receive phone calls forwarded to your shop phone. 

Schedule jobs by clicking or dragging across days, color-coded by technician. Drag unscheduled work onto the calendar, filter by zone or tech, and block out holidays and vacations.

Build task groups and packages that bundle labor and parts together, then control exactly how they appear on the invoice. Ideal for shops selling repeatable packages by platform.

Do you know if your shop is on track to hit its profit goal this year? Not a gut feeling — actual numbers. Here's the tool that answers that question every single week.

Set up assemblies with a full bill of materials and track inventory on both the parent part and every sub-component. Supports nested assemblies for multi-stage builds like harnesses and billet parts.

A walkthrough of every report in MSA — efficiency, tasks, part sales, payments, jobs, completed work, employee service, and time clock — and what each one tells you about your shop.

Bill long-running projects month by month from a single master job. Save each invoice, filter by date range, and apply payments to individual invoices as the build progresses.

In this video we go over the new fees and discounts line to work orders. We can have any number of fees or discounts on a work order, and they can be either as a percentage of the labor, parts or both, or it can be a fixed value.

In this video we show you how to merge parts and tasks using the new merging tool, which will help simply and clean up your parts and task list from duplicates.

Set up reusable tasks with a consistent naming convention, track time against them, then use the Task Report's historical averages to price your services accurately.

Learn how to use the new parts inventory tracking system in My Shop Assist. In this tutorial, we walk through how to enable inventory tracking on your parts, set your quantity on hand, and let MSA automatically manage your stock levels as you work.

Learn how to use the updated vendor system in My Shop Assist. We've completely overhauled how vendors work—they're now full records with contact info, merge capabilities, purchase order history, and parts catalogs.

Learn how to create, send, track, and receive purchase orders in My Shop Assist. This tutorial covers the full PO workflow—from building an order to receiving parts into inventory.

Learn how to use the MSA Vendors feature to buy and sell parts directly with other MSA shops. This tutorial covers both sides—setting up your shop as a vendor to sell parts, and connecting with other vendors to source parts through the network.

Sync invoices, customers, parts, and labor between MSA and QuickBooks Online automatically. Covers progress billing, tax mapping, chart of accounts, and payment tracking.

Sync invoices, customers, parts, and labor from MSA into QuickBooks Desktop through the WebConnector. Covers setup, item mapping, sales tax, progress billing, and error handling.

Add a custom form to your website that submits straight into your MSA jobs page. Covers building the form, which field names to use, embedding it on your site, and how submissions create estimates.

Take payments inside MSA through the 360 Payments integration — card terminal, virtual terminal, or text-to-pay and email-to-pay links. Every payment ties back to the job automatically.

Estimate and order Turn 14 parts without leaving MSA, with live pricing and inventory. Covers API setup, the required test order, linking parts, and sending purchase orders directly.

Add MOTOR to MSA and write up general repair work with factory labor times, related operations, and OE part numbers, right on the job. Covers matching the vehicle, adding labor, pricing, parts, the Repair Guide, and turning MOTOR on.

The My Shop Assist iOS app is here. Manage jobs, clock in and out, run digital inspections, scan parts and VINs, and message customers in real time — from the floor, the bay, or the road. Free on the App Store for iPhone and iPad, included with your existing My Shop Assist account.

A form builder for your shop. Create your own custom forms for any use case — and each one can be an SOP, an inspection, or a signed waiver. Your business decides what the SOP is, so build it how you need!

Connect your Shopify store to MSA and run your catalog, inventory, and online orders from one place. Push parts and product families up, map collections, keep stock counts in sync, and have Shopify orders land on your floor as jobs automatically.

Get paid while the build is still in the shop. Create and send progress bills by date range, track every progress invoice on the job, apply payments, and let automatic progress billing create them for you, with notifications and reporting so nothing slips.

Tags are short labels you put on parts, tasks, jobs, and people. Your shop keeps one tag list, and those same tags help you find things, group them, drive your automations, and feed the Work in Progress report.

Group every size, finish, and fitment of a part under one parent product. Use assemblies or regular parts as the children, and push the whole family to your online store as one product with variants.

Ring up counter sales without opening a full job. Add Point of Sale to your navigation bar, make a sale, take payment, optionally attach a customer, and review, print, save, or export your sales history.

Vehicles with Year, Make, Model, and Engine are the default, but you can build project types for anything your shop works on: boats, side-by-sides, motorcycles, engine blocks, cylinder heads, turbos, injectors, and more.

Set up your tax rate, apply tax to parts and tasks, handle tax-exempt customers, and adjust tax on a single job. Sync it to QuickBooks, or manage sales tax entirely in MSA with the Sales Tax Report, monthly freezes, and payment records.