Shop setup guide
Start with the part of Hub your shop needs first: inspections, work orders, scheduling, reports or rental fleet management. This guide takes you through the Lightspeed connection and your first useful workflow.
Before you connect
Complete the connection and configuration in the Hub web dashboard as an owner or shop admin. Once set up, mechanics can work from an iPhone or iPad, and your team can also use Hub on the web.
Guided setup
Create your shop account and review the shop profile. Open the Hub web dashboard to complete the Lightspeed setup. Check that you are working in the correct shop before connecting.
In the Hub web dashboard, open Settings, then Integrations. Choose Lightspeed R-Series and Connect Lightspeed. Sign in with the dedicated Lightspeed staff account and review the access request.
Hub starts importing your work orders, customers and labor catalog. Let the initial import run. Large catalogs may take longer; the setup screen shows progress.
Read-only is selected by default. Choose it to start using imported information without sending changes back. Choose read and write when you want supported Hub changes and estimates to go back to Lightspeed.
Review how your Lightspeed work-order statuses match Hub. If you choose read and write, select the Lightspeed categories that contain your labor. Employee and parts mapping can be completed later.
Tell the setup assistant how your shop works, including what your statuses mean and the bikes you service. This is optional. You can return to Shop Context in Settings later.
Check the imported customer and work-order counts. Open a familiar work order and confirm the customer, bike and status before bringing the rest of your team into the workflow.
Optionally share your shop’s join link or QR code with customers so they can access linked service records and inspections in the Trail Hits rider app. Customer invitations are not required to finish setup.
Finish the guided setup, then choose one workflow to try with your team. The wizard saves your progress, so you can return if setup is interrupted.
Review read-and-write mode, your labor categories, status mapping, and the location, register, employee and tax defaults used for outgoing work. Test with one known work order and confirm the result in Lightspeed before expanding the workflow.
Read-and-write mode supports changes such as customer updates, work-order details and statuses, notes, estimate labor and parts, and sales through supported invoice workflows. Hub also reads stock availability; sales involving stocked items can affect inventory and reporting in Lightspeed. The exact behavior depends on the action and your settings. Review the data flow and integration limits.
Your first workflow
Pick one familiar bike or work order and walk through it together. You can add the other tools as they become useful. Your 30-day trial gives you time to see how Hub fits the shop.
Open a work order, inspect the bike, and add findings, photos and measurements. Review the customer-facing report and estimate before sharing it. With read and write configured, send approved labor and parts to Lightspeed.
Explore inspections and estimatesSwitch between list and board views to see work by stage. Review due dates, assign a mechanic, and check in-stand scheduling and capacity before planning the day.
Explore work orders and schedulingAdd your fleet bikes and review availability and service history. Preview your rental form, then embed it on your website, send a link, or hand a device to a customer to reserve a bike.
Explore rental fleetOpen a customer’s bike history, then review work-order reports and time in service stages. Use a familiar job to check that the status mapping gives your team useful information.
Explore service history and reportsBefore sending anything to a customer, preview the shop branding, inspection findings, selected work and contact details. If you use rental payments, complete your shop’s Stripe setup before taking payment through the rental form.
Troubleshooting
Use the Hub web dashboard and check that you have owner or shop-admin access to the correct shop. Ask your shop administrator to complete the connection if you are signed in as a technician.
Check whether the authorizing staff account is also being used to sign in to Lightspeed at the counter. Reconnect from Integrations using the dedicated integration account.
Check connection health and initial-sync progress in Integrations. Allow the import to complete, then use the available sync controls. Confirm that you connected the intended Lightspeed account before reconnecting or creating duplicate records.
Review your status mapping with the service manager. Check a familiar job against its Lightspeed status, including custom stages your shop uses.
Check that read and write is enabled, the required labor categories and outgoing defaults are configured, and the connection is healthy. Review the error before retrying, and check Lightspeed for an existing result to avoid duplicate work.
Each connected account posts to one configured Lightspeed location. Automatic routing across locations is not supported. Contact us to review your setup before connecting a multi-location account.