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What the back office is

The back office is the web app where you run your detailing business. It lives at office.waxstak.com and works in any modern browser on a computer, tablet or phone. Everything your team does in the field and everything your customers do online ends up here.

The three apps, and who uses each

Wax Stak is one account with three doors into it:

AppWho uses itWhat it is for
Back office (this one)Owners, managers and office staffRunning the business: customers, quotes, jobs, billing, the team, marketing and reports
Mobile appTechnicians in the fieldToday’s route, the job in front of them, photos, payments — and it keeps working without a signal
Customer portalYour customersBooking a service, seeing their bookings and vehicles, paying invoices and managing their plans

The same customer, job or invoice appears in all three. Book a job in the back office and it is on the technician’s phone; the customer books online and it lands on your calendar; the technician collects a payment on site and the invoice is paid in the back office.

What you will find in the sidebar

The menu on the left is organised by what you are doing, top to bottom:

  • Dashboard — the day at a glance.
  • Customers — every customer, their vehicles, addresses, history and notes.
  • BillingInvoices, Credit Memos, Payments, Expenses and Bank Deposits.
  • WorkQuotes, Jobs, the Calendar, Routes, Tech Progress and Schedule Proposals.
  • Catalog — what you sell and what you own: Categories, Services, Inventory, Gear, Vehicles and Packages & Plans.
  • TeamEmployees, Payroll, Labor and Roles & Permissions.
  • MarketingEmails, Reviews and Deliverability.
  • Reports — from the Revenue Report to the Report Builder, Bookkeeping and Mileage & Fuel.
  • SettingsCompany Settings, Branding and Accounting.

What you see depends on your role. An owner sees everything; an employee sees the sections their role allows, so a menu that looks shorter than this list is not broken.

A good first hour

  1. Open SettingsCompany Settings and check your business name, hours, service area and time zone. The customer portal reads these.
  2. Add your services under CatalogServices, with a price per vehicle type if you charge differently for a sedan and an SUV.
  3. Invite your technicians under TeamEmployees. Each one signs in to the mobile app with the email you invite.
  4. Add a customer under Customers, then book a first job under WorkJobs and watch it appear in the mobile app.

Good to know

  • The back office and the mobile app share one sign-in. Your email and password (or Google, Apple or a passkey) work in both.
  • Both English and Spanish are built in. Switch it with the language button in the top bar; each person on your team picks their own.
  • Your customers reach the portal at your own address, your-business.portal.waxstak.com, and see your logo and colours once you set them under SettingsBranding (Pro plan and above).
  • Need a hand? Write to support@waxstak.com.

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