User Guide
Everything you need to know to get the most out of Rate Remover.
Support & Instructions
Welcome to Rate Remover Software!
Our platform provides a fully compliant solution for no-cost payment processing. designed to protect your profits while delivering a better customer experience.
If you haven't received an email from no-reply@myrateremover.com you can request a new password here.
Need help?
Contact us at support@shoprateremover.com for quick answers.
Contact Us
Our Merchant Support Team is available Monday through Friday, 8:00 AM – 8:00 PM Eastern Time.
Getting Started with Rate Remover Software
Getting Started
Estimates & Repair Orders
Payments & Reporting
Quick Start Videos
PartsTech Connection
4:32
Connect your PartsTech account to Rate Remover and start ordering parts directly from your estimates. Access over 225 suppliers and 30,000+ locations.
Configure Your Account
5:18
Set up your shop information, business hours, contact details, and customize your account settings to match your workflow.
Add a User
3:45
Learn how to add team members to your account, set permissions, and manage user access levels for your shop staff.
Add Technicians
4:12
Set up your technician profiles to assign jobs, track labor hours, and manage workload across your team.
Shop Setup
Managing Customers
5:45
Build your customer database, track vehicle history, and manage customer information for better service and follow-ups.
Labor & Invoice Items
6:22
Configure your labor rates, create custom invoice items, and set up pricing structures that work for your shop.
Customer Pricing Options
4:58
Set up dual pricing, fleet discounts, and custom pricing tiers for different customer types.
Creating Reports
5:30
Generate sales reports, track technician productivity, and analyze your shop's performance with built-in reporting tools.
Estimates & Repair Orders
Scheduling
4:15
Manage your shop calendar, schedule appointments, and keep your workflow organized with the scheduling tools.
Creating an Estimate/RO
7:42
Build professional estimates and repair orders quickly using labor guides, parts lookup, and custom line items.
DVI (Digital Inspections) Phase One
4:35
Digital Inspections phase one is live and ready for use. Use this to show each customer an image or one minute video of the areas needing attention. Additional features including a custom inspection builder and the ability to draw/highlight images will be coming soon.
Approval Process
4:55
Send estimates for customer approval via text or email. Track approval status and get digital signatures.
Ordering Parts
5:12
Order parts directly from your estimate using PartsTech integration. Compare prices across suppliers and track orders.
Converting to Invoice
3:48
Convert approved estimates to invoices with one click. Review final charges and prepare for payment collection.
Payments & Reporting
Receiving Payment
5:22
Process payments with dual pricing, send payment links, and use the integrated terminal for in-person transactions.
Credit/Discount
4:08
Apply credits, discounts, and adjustments to invoices. Manage customer account balances and promotional pricing.
QuickBooks Integration
6:15
Sync your invoices and payments with QuickBooks Online. Keep your accounting up to date automatically.
Since card fees are deducted daily from deposits, a clearing account may be beneficial. See Set up a Clearing Account.