SummarySee today’s service volume, revenue forecast, and red flags at a glance.DescriptionIncluded1. Work orders by status with AI-powered red flag detection for high-severity tickets2. Expected revenue forecast from open service work3. See what's ready for pickup and what's overdue at a glance4. Today's bookings, recent customer activity, and webchat conversations in one place
Service HubRun daily service workflow from check-in, assessments, and intake through completion.DescriptionIncluded1. Design custom intake forms and bike assessment templates for your shop's workflow2. Capture bike condition assessments with AI-generated insights and parts recommendations3. Link intake forms and assessments to customer history and work orders4. Take photos and share notes with customers and team5. Generate and email PDF assessment reports directly to customers
Service ReservationManage booking settings, pending approvals, and booking history.DescriptionIncluded1. Booking settings, approvals, and history2. Set booking rules, schedule services, and automate reminders without third-party tools3. Booking platform for your website (iframe or link)4. Send approvals and reminders to customers5. Set booking requirements like waivers or intake forms6. Require a refundable deposit at booking — collected and refunded through Stripe to cut no-shows
QuotesBuild quotes from Lightspeed inventory and send them to customers for line-by-line approval.DescriptionIncluded1. Configured for day-to-day bike shop operations.
RentalsManage rental inventory, availability windows, and customer bookings.DescriptionIncluded1. Manage rental inventory, availability windows, and customer bookings2. Take rental bookings from your own website with a public booking page3. Collect a refundable deposit at checkout through Stripe (per-shop toggle)4. Track deposit and balance payments per booking, then refund the deposit at return
MessagesRead and reply to two-way SMS conversations with your customers from one inbox.DescriptionIncluded1. Two-way SMS inbox — every customer text thread in one place2. Customer replies are scoped to the right customer automatically3. Reply directly from the conversation thread4. Unread badges so you never miss an incoming message
WebchatRespond to customer questions from an organized inbox with push notifications.DescriptionIncluded1. Embeddable webchat widget for your shop website2. Set custom pre-chat questions and routing rules3. Define away messages for off hours4. Organized inbox with Priority, Follow Up, and Resolved conversation folders5. Push notifications so your team never misses a customer question
CustomersSearch customer history, send portal links, and keep rider records organized.DescriptionIncluded1. Search customer history, bikes, and service records in one place2. See what waivers the customer has signed and forms they've completed3. Send customers a secure My Bikes portal link to view their bikes, service history, and work order updates4. Forward completed waivers and intake forms5. Customers can leave comments and receive AI-generated maintenance recommendations via the My Bikes portal
WaiversCollect and manage digital waivers for service authorization.DescriptionIncluded1. Design and manage digital waivers for service authorization2. Signature capture3. Email completed waivers to customers and staff
RemindersSend targeted email reminders, schedule follow-ups, and manage customer lists.DescriptionIncluded1. Create and send targeted email reminders to segmented customer lists2. Build and manage reusable email templates with customizable content3. Track reminder delivery and engagement across your customer base4. Schedule one-off work order reminder emails for specific service dates
WarrantiesTrack warranty claims, status changes, and supporting notes.DescriptionIncluded1. Track warranty claims, status changes, and supporting notes2. Record notes and status for each claim3. Share claim details and updates with customers4. Archive claim history for insights and future reference
AutomationsSend automated thank-you and follow-up emails triggered by sales and work order events.DescriptionIncluded1. Send a branded thank-you email automatically after every completed sale2. Remind customers it's time for a check-up — timed off their purchase or service3. Trigger emails when a work order moves to a status you choose4. Built-in guardrails: per-customer repeat suppression and a daily send cap
Customer PortalShare the My Bikes customer portal via link, iframe, or QR code, branded with your shop details.DescriptionIncluded1. Give customers a self-serve portal with their sales, service history, waivers, and assessments2. Share the portal as a direct link, website iframe, or printable QR code3. Preview the live sign-in page and confirm your shop details and logo before sharing4. Customers sign in with a 6-digit email code — no passwords to manage
Assessment FormsDesign the intake forms and bike assessment templates your team fills out on the floor.DescriptionIncluded1. Design custom intake forms and bike assessment templates for your shop's workflow2. Add condition checklists, photo prompts, and free-text notes per section3. Tag options with a Lightspeed SKU so approved findings add themselves to the work order4. Forms are shared with every user on the account, on web and mobile
Bike DatabaseSearch, inspect, and compare bikes from the shared catalog.DescriptionIncluded1. Search the shared bike catalog by brand, model, build, or year2. Open normalized bike detail with size-specific geometry when available3. Compare up to three bikes side by side without leaving the console
AI InsightsReview AI-identified parts needs and red flags across every open work order.DescriptionIncluded1. Configured for day-to-day bike shop operations.
Sale FlyersBuild print-ready PDF sale flyers — one page per product — to send to customers.DescriptionIncluded1. Configured for day-to-day bike shop operations.
Useful WebsitesA filterable table of outside calculators and reference sites for wheelbuilding, fit, gearing, and shop lookups.DescriptionIncluded1. One filterable table of outside tools — search by name or filter by category2. Spoke length calculators including QBP, DT Swiss, Sapim, UBI and Pro Wheel Builder3. Stem length, saddle width, gearing, tire pressure and torque references4. Bike Insights geometry, BikeCAD, Shimano and SRAM tech docs, and shop lookups
PaymentCollect Stripe payments and refundable deposits for reservations, rentals, or anything else, and review full payment history.DescriptionIncluded1. Send secure Stripe payment links to customers by email or text2. Link a payment to an existing customer so a deposit can be applied to their account3. Requests update to paid automatically when Stripe confirms payment4. Searchable, status-filterable history of every payment request5. Take deposits for Service Reservations and Rentals, or request a one-off payment for anything else6. Refund any payment straight from Stripe — payouts, refunds, and disputes stay in your own account
ResourcesHow-to guides and step-by-step instructions for every feature.DescriptionIncluded1. Step-by-step guides for every feature in Velobench2. Search by category or keyword3. Covers Service Hub, Bookings, Waivers, and more
SettingsConfigure account, integrations, users, and core preferences.DescriptionIncluded1. Account, integration, user, and preference settings2. Lock screen and security settings3. Manage team members and permissions