Frequently Asked Questions

Answers to the most common questions about autoch.at CRM.

General

What is autoch.at CRM?

autoch.at CRM helps you keep track of your clients, send invoices, manage projects, and stay organized—all in one place. It works for businesses of any size.

Who can use autoch.at CRM?

autoch.at CRM works great for:

• Small to medium businesses
• Freelancers and consultants
• Service-based companies
• Product businesses
• Any team that needs to manage client relationships

Is there a mobile app?

Right now, autoch.at CRM works great in your mobile browser. We're working on a native mobile app for the future.

Account & Access

How do I sign up?

1. Go to the sign-up page
2. Enter your email address
3. Create a password
4. Check your email and verify your address
5. Fill in your profile

I forgot my password. How do I reset it?

1. Go to the login page
2. Click "Forgot Password"
3. Enter your email address
4. Check your email (and spam folder) for a reset link
5. Click the link and create a new password

How do I change my email address?

You can't change your email address yourself. Contact your administrator or support to update it.

What are the different user roles?

• Admin - Can do everything
• Employee - Can do day-to-day work, with some settings limited
• View Only - Can see things but can't make changes

See User Roles for more details.

Features

How do I create an invoice?

1. Go to Invoices
2. Click Create Invoice
3. Pick a client
4. Add what you're billing for
5. Set the due date and check the totals
6. Save and send it

See Managing Invoices for step-by-step instructions.

Can I customize invoice templates?

Right now, all invoices use a professional template. We're working on letting you customize templates in the future.

How do I track payments?

1. Open an invoice
2. Click Record Payment or Record Partial Payment
3. Enter the payment details
4. Save

The invoice status updates automatically once it's fully paid.

Can I send invoices via email?

Yes! When you're creating or viewing an invoice:

1. Click Send Invoice
2. Enter the email address
3. Change the message if you want
4. The PDF attaches automatically
5. Click Send

How do quotes work?

1. Create a quote (it's similar to creating an invoice)
2. Set when it expires
3. Send it to your client
4. Your client can accept or reject it using a link
5. Turn accepted quotes into invoices

See Managing Quotes for more details.

Can I track inventory?

Yes! For products (not services):

1. Go to Inventory
2. Create an inventory record
3. Set how much you have in stock
4. Track when things come in or go out
5. Get alerts when you're running low

See Inventory Management for more details.

How do timesheets work?

1. Go to Timesheets
2. Click Log Time
3. Enter how many hours, which project, and what you did
4. Mark it as billable if the client should pay for it
5. Submit it for approval

See Timesheet Management for more details.

Integrations

What integrations are available?

• REST API - Connect other apps programmatically
• Webhooks - Get notified instantly when things happen
• Connectors - Connect to services like WordPress, WooCommerce, Mailchimp, and more

See Integrations Overview for more details.

How do I get an API key?

1. Go to Settings → Integrations → API Keys
2. Click Create API Key
3. Give it a name and set what it can access
4. Copy the key (we only show it once, so save it!)
5. Keep it somewhere safe

See API Documentation for more details.

How do webhooks work?

Webhooks send notifications to your app when something happens:

1. Create a webhook in Settings
2. Give us the URL where you want to receive notifications
3. Pick which events you want to know about
4. Verify the signatures to make sure it's really from us
5. Process the events in your app

See Webhooks Guide for more details.

Data & Security

Is my data secure?

Yes! We take security seriously:

• All data is encrypted when it's sent (HTTPS)
• Secure login and authentication
• Your data is completely separate from other businesses
• We regularly update security
• Advanced security policies protect your information

Can I export my data?

Yes! You can export:

• Individual lists (as CSV, PDF, or JSON)
• Reports (in multiple formats)
• All your data at once

See Import & Export for step-by-step instructions.

Can I import data from another system?

Yes! You can import:

• Clients from a CSV file
• Products from a CSV file
• More import types are coming soon

See Import & Export for step-by-step instructions.

How is my data backed up?

Your data is automatically backed up:

• We back up the database regularly
• You can recover to any point in time
• Your data is stored in multiple places
• We verify backups to make sure they work

Can I delete my account?

Contact support to delete your account. We follow privacy regulations when deleting data, so it may take some time to process.

Troubleshooting

I can't log in. What should I do?

1. Double-check your email and password
2. Try resetting your password
3. Make sure your account is active
4. Contact your administrator
5. Contact support if you're still having trouble

Why can't I see certain features?

You might not see some features because of:

• Your user role
• Your organization's settings

Contact your administrator if you think you should have access to something.

How do I report a bug?

Contact support and include:

• What went wrong
• Steps to make it happen again
• Screenshots if you can
• What browser and device you're using

The page isn't loading. What should I do?

1. Refresh the page
2. Clear your browser cache
3. Try a different browser
4. Check your internet connection
5. Contact support if nothing works

Getting Help

Where can I find documentation?

• Browse through the guides
• Use the search to find what you need
• Check this FAQ
• Read the feature guides

How do I contact support?

• Use the in-app support feature (if it's available)
• Email support
• Check the help center

Can I request features?

Yes! We'd love to hear your ideas. Contact support or use the feedback feature.

Next Steps

• Getting Started - Learn the basics
• Feature Guides - Detailed feature documentation
• Integrations - Set up integrations
• Administration - Manage your organization