velobench

Features

Explore each velobench workstation.

Select between velobench and BuilderHub to the right, then jump to any card to see more.

Summary

See today’s service volume, revenue forecast, and red flags at a glance.

DescriptionIncluded
1. Work orders by status with AI-powered red flag detection for high-severity tickets
2. Expected revenue forecast from open service work
3. See what's ready for pickup and what's overdue at a glance
4. Today's bookings, recent customer activity, and webchat conversations in one place

Service Hub

Run daily service workflow from check-in, assessments, and intake through completion.

DescriptionIncluded
1. Design custom intake forms and bike assessment templates for your shop's workflow
2. Capture bike condition assessments with AI-generated insights and parts recommendations
3. Link intake forms and assessments to customer history and work orders
4. Take photos and share notes with customers and team
5. Generate and email PDF assessment reports directly to customers

Customers

Search customer history, send portal links, and keep rider records organized.

DescriptionIncluded
1. Search customer history, bikes, and service records in one place
2. See what waivers the customer has signed and forms they've completed
3. Send customers a secure My Bikes portal link to view their bikes, service history, and work order updates
4. Forward completed waivers and intake forms
5. Customers can leave comments and receive AI-generated maintenance recommendations via the My Bikes portal

Bike Database

Search, inspect, and compare bikes from the shared catalog.

DescriptionIncluded
1. Search the shared bike catalog by brand, model, build, or year
2. Open normalized bike detail with size-specific geometry when available
3. Compare up to three bikes side by side without leaving the console

Service Reservation

Manage booking settings, pending approvals, and booking history.

DescriptionIncluded
1. Booking settings, approvals, and history
2. Set booking rules, schedule services, and automate reminders without third-party tools
3. Booking platform for your website (iframe or link)
4. Send approvals and reminders to customers
5. Set booking requirements like waivers or intake forms
6. Require a refundable deposit at booking — collected and refunded through Stripe to cut no-shows

Rentals

Manage rental inventory, availability windows, and customer bookings.

DescriptionIncluded
1. Manage rental inventory, availability windows, and customer bookings
2. Take rental bookings from your own website with a public booking page
3. 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

Payment

Collect Stripe payments and refundable deposits for reservations, rentals, or anything else, and review full payment history.

DescriptionIncluded
1. Send secure Stripe payment links to customers by email or text
2. Link a payment to an existing customer so a deposit can be applied to their account
3. Requests update to paid automatically when Stripe confirms payment
4. Searchable, status-filterable history of every payment request
5. Take deposits for Service Reservations and Rentals, or request a one-off payment for anything else
6. Refund any payment straight from Stripe — payouts, refunds, and disputes stay in your own account

Waivers

Collect and manage digital waivers for service authorization.

DescriptionIncluded
1. Design and manage digital waivers for service authorization
2. Signature capture
3. Email completed waivers to customers and staff

Warranties

Track warranty claims, status changes, and supporting notes.

DescriptionIncluded
1. Track warranty claims, status changes, and supporting notes
2. Record notes and status for each claim
3. Share claim details and updates with customers
4. Archive claim history for insights and future reference

Webchat

Respond to customer questions from an organized inbox with push notifications.

DescriptionIncluded
1. Embeddable webchat widget for your shop website
2. Set custom pre-chat questions and routing rules
3. Define away messages for off hours
4. Organized inbox with Priority, Follow Up, and Resolved conversation folders
5. Push notifications so your team never misses a customer question

Messages

Read and reply to two-way SMS conversations with your customers from one inbox.

DescriptionIncluded
1. Two-way SMS inbox — every customer text thread in one place
2. Customer replies are scoped to the right customer automatically
3. Reply directly from the conversation thread
4. Unread badges so you never miss an incoming message

Reminders

Send targeted email reminders, schedule follow-ups, and manage customer lists.

DescriptionIncluded
1. Create and send targeted email reminders to segmented customer lists
2. Build and manage reusable email templates with customizable content
3. Track reminder delivery and engagement across your customer base
4. Schedule one-off work order reminder emails for specific service dates

Automations

Send automated thank-you and follow-up emails triggered by sales and work order events.

DescriptionIncluded
1. Send a branded thank-you email automatically after every completed sale
2. Remind customers it's time for a check-up — timed off their purchase or service
3. Trigger emails when a work order moves to a status you choose
4. Built-in guardrails: per-customer repeat suppression and a daily send cap

Sale Flyers

Build print-ready PDF sale flyers — one page per product — to send to customers.

DescriptionIncluded
1. Configured for day-to-day bike shop operations.

Resources

How-to guides and step-by-step instructions for every feature.

DescriptionIncluded
1. Step-by-step guides for every feature in velobench
2. Search by category or keyword
3. Covers Service Hub, Bookings, Waivers, and more

Settings

Configure account, integrations, users, and core preferences.

DescriptionIncluded
1. Account, integration, user, and preference settings
2. Lock screen and security settings
3. Manage team members and permissions

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