Frequently asked questions
The short answers, each with a link to the article that goes deeper. If your question is about something that is not working, start with the other articles in this section.
Is there a free plan?
Yes. Starter is free for as long as you like: up to 15 active customers, one team member, 50 automatic texts a month and five photos per job. Nothing expires, and no card is asked for. Pro and Business add unlimited customers, more seats, more texts and the features on the pricing page. See Your plan.
Do I need a card to get started?
No. Choosing Starter at signup asks for no payment method. A card is needed only when you move to a paid plan — and, separately, if you want to charge your own customers’ cards, which is an application with our payment processor rather than a card of yours. See Get set up to take card payments.
Can I change or cancel my plan later?
Any time, from Settings → Company → Subscription. Moving between paid plans starts the new plan today; moving down to Starter cancels the subscription, paid features stop right away, and you can subscribe again whenever you like. Your customers, jobs and history stay put through every change. See Your plan.
Does it work in Spanish?
Yes, everywhere. Each person on your team picks their own language for the back office from their profile, and the field app follows the phone’s language. Each customer has a language on their record — Emails in English or Emails in Spanish — and every text, email and document to them goes out in it. The customer portal lets them choose too. See Your profile and language.
Do my technicians need their own subscription?
No. Your plan includes a number of team members — one on Starter, three on Pro, ten on Business — and Pro and Business let you add more for a monthly amount shown on the plan card and the pricing page. Each person signs in to the field app with the same email and password as the office; the app itself is free on the App Store and Google Play. See Give a technician the field app.
Does the field app work without a signal?
Mostly, yes. The day’s jobs, the customers and the catalog live on the phone; a technician can open jobs, take photos, add a service, create a job or quote and mark work done with no signal, and it all syncs when the connection comes back. Taking a card payment is the exception — it needs a connection, or the customer can be emailed a link to pay on their own phone. See What the mobile app is.
Which phones does the field app run on?
iPhone and iPad on iOS 15.5 or later, and Android 7.0 or later, from the App Store and Google Play. See Install the app.
Can my customers book online?
Yes. Every business has a customer portal at its own address, where customers book from your services and hours, see their bookings and vehicles, approve quotes and pay invoices. There are no passwords: a customer enters the email on their record and gets a code. Your logo and colors on the portal are part of the Pro plan and above. See Give a customer access to the customer portal.
What payments can I take?
Cards, online and in the field, once your application with our payment processor is approved; the rates by plan are on the pricing page. Cash and checks are recorded by hand against the invoice. Money from card payments is paid out to the bank account you give the processor. See Payment rates by plan.
Can I get my data out?
Your customer list downloads as a CSV from Customers, and the revenue, bookkeeping and tax reports download as CSV or PDF. Books can also flow to QuickBooks Online on the Business plan. There is no single “export everything” button; if you need more than the downloads, write to support@waxstak.com. See Export a report.
Can I have more than one location, or more than one business?
Both. Locations — the shops and yards your team starts from — are added under Settings → Company on the Locations tab, and routes start from them. A separate business is a separate account with its own address; one person can belong to several and switch between them from the profile menu. See Switch between businesses.
Who can see what in my business?
Each person has one role — Admin, Accounting, Manager, Technician or Viewer — and the role decides which sections they can open and change. A technician’s phone holds only their own jobs. Wax Stak staff never see your password, backup codes or card numbers. See Roles and permissions.
Is two-factor authentication available?
Yes, with any authenticator app, from your profile; an admin can require it for everyone under Settings → Company on the Security tab. Passkeys and Google or Apple sign-in are there too. See Protect your account with two-factor authentication.
How do I close my account?
Move to Starter to stop all billing — nothing is deleted and you can come back. To have the business removed entirely, write to support@waxstak.com from the owner’s address.
How do I reach support?
Email support@waxstak.com from the address your account uses, with your business’s sign-in address, the page, what you did and what happened. See Contact support.