PrepTechPro Help Center
Find your next step.
Set up your workspace, learn a workflow or work through a question with your team.
Search titles, keywords and the instructions inside every article.
New here?
Start with the essentials.
Follow these in order to understand your workspace before using it for daily operations.
- 1Getting started with PrepTechProA practical overview of the main areas of PrepTechPro and the best way to begin using your workspace.
- 2Set up your workspaceReview the core workspace settings that should be configured before your team begins daily use.
- 3Understand the PrepTechPro workflowLearn how customers, products, orders, production, and fulfillment fit together.
Browse by topic
Help for the work in front of you.
19 articles across 8 topics.
Getting started
Set up your PrepTechPro workspace and understand the core operating workflow.
Customers
Manage customer records, contact information, history, and customer activity.
Orders
Create orders, understand order statuses, and follow an order from start to finish.
Products & inventory
Configure products and keep product and inventory information organized.
Production & fulfillment
Move work through preparation, production, completion, and fulfillment.
Billing & payments
Understand PrepTechPro subscription billing and troubleshoot billing questions.
Account & settings
Manage your workspace, team access, and administrative settings.
Troubleshooting
Resolve common problems and collect the information support needs to help.
Could not find what you need?
Use the support checklist to gather the details, then contact the team.