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Workshop rules: deposits, banking, diary and checks

Six settings that decide what customers are told and what happens automatically — from quote expiry to the hand-over checklist.

Open Settings → Rules2 min readFor owners, admins

Settings → Rules is a list of six groups. Each shows a one-line summary of what's set; press Edit to open one. A group you've changed says Not saved until you press Save at the bottom.

Quotes and payment

SettingWhat it does
Quote valid for (days)How long a customer's quote link works. Default 14.
Default payment terms (days)When invoices are due. 0 means due on completion.
Deposit on approval (%)0 means no deposit. Otherwise a deposit invoice is raised automatically the moment a customer approves.
Workshop time (R an hour)What an hour in the bay costs you, for the profit on each job.

Banking details

Bank, account name, account number and branch code. They're printed on every invoice so customers can pay by EFT. Until they're set, invoices go out with no way to pay by EFT.

Your diary

Switch on Let customers pick their own time and a customer who approves a quote is offered your free slots and books one with a tap. Leave it off and they're told you'll call to book them in.

SettingDefaultMeaning
Days you take workMon–FriWhich days can be booked.
First slot / Last slot ends08 / 16Your working hours, 24-hour clock.
Slot length60 minMost PDR jobs are one to three hours.
Cars per slot1Usually how many technicians are working.
Shortest notice18 hNothing bookable sooner than this.
How far ahead14 daysHow much of the diary customers can see.

Handing the car back

The checks a technician must tick before the customer gets the car — up to 20. Use the standard list fills in: all dents checked under light; panels wiped and inspected; trim and R&I parts refitted; after photos taken.

After-sales

  • Ask for a rating the day after payment — on by default.
  • Send a one-question survey a week later — on by default.
  • Check in after (months) — for example 6, 12. Customers who opted out of marketing aren't sent these.
  • Google review link — customers who give 4 or 5 stars are pointed here.

Public profile and leads

Switch on List my business publicly and send me matched leads, add a short description, and set your base city and travel radius. Without a base city, no marketplace leads can reach you.

Still stuck?

Press Get help in the portal or under More in the Dentz app, or email hello@dentz.co.za. A person answers, usually within the working day.

Updated 2026-09-25

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