Back to TorqueCMS

Onboarding

From signed contract to first job dispatched with self-guided setup.

You configure the shop yourself, at your own pace, with no implementation fee or hands-on onboarding. Need help? Open a service ticket and get support without a sales or setup call.

Step 01

Name your shop. Pick your trade.

Time

Self-guided

Set your shop name, trade type, service area, and timezone yourself. No hands-on implementation or kickoff call. If you get stuck, open a service ticket and our support team will help.

Legal + public shop name
Logo, address, phone, and website
Trade specialties + service ZIP codes
Timezone, hours, holidays, and emergency rules
Step 1 of 6

TCPA · PCI DSS · AES-256 · EPA/DOT/OSHA

Built for compliance.
Audited by design.

Compliance is not a checkbox — it is in the architecture. Every SMS requires explicit opt-in. Zero raw card data ever touches the database. EPA, DOT, and OSHA checklists are built into the workflow, not bolted on after the fact.

  • TCPA: SMS dispatch notifications require explicit customer opt-in
  • PCI DSS Level 1 — no card data stored on our servers
  • AES-256 encryption in transit (TLS 1.3) and at rest
  • EPA / DOT / OSHA compliance checklists built into the job workflow
  • Full data export on demand — your data, no strings attached
(888) 469-8475 — talk to a real personSee what's included in every plan
In Effect
TCPA Compliant
Telephone Consumer Protection Act

Explicit SMS opt-in captured at portal submission. Consent timestamped per record. STOP keyword suppresses numbers in real time.

In Effect
PCI DSS Level 1
Highest card data standard

Zero raw card data stored. All payment flows route through our payment processor's tokenization layer. No PANs or CVVs ever touch our database.

In Effect
AES-256 Encrypted
In transit + at rest

TLS 1.3 in transit. AES-256 at rest on AWS us-east-1. All customer PII, job records, and invoice data encrypted end-to-end.

In Effect
US-Hosted Data
AWS us-east-1 · Vercel iad1

All data stored and processed in the United States. AWS Virginia database. Vercel Washington DC edge compute. No offshore routing.

In Effect
Built in America
Salt Lake City, UT

Designed, built, and supported by Americans for American trade shops. Mountain Time support — real people, not bots.

In Effect
EPA / DOT / OSHA
Compliance module — Pro tier

Compliance checklists, cert tracking, and inspection logs for EPA 608, DOT vehicle requirements, and OSHA job-site standards.

In Effect
You Own Your Data
Full export on demand

Complete JSON export of every record — customers, tickets, invoices, job photos — available any time on any tier. No lock-in.

In Effect
Immutable Job Logs
Every action timestamped

Every ticket action, status change, photo upload, and invoice edit is logged with user ID and timestamp. Full chain of custody for disputes or audits.

Certifications In Progress

These are certifications we are actively pursuing — not claimed, not fabricated. Enterprise buyers and insurance carriers require them. We are building to that standard now.

In Progress
SOC 2 Type II
In progress — target Q1 2027

Formal audit underway. SOC 2 Type II is the enterprise standard for B2B SaaS. Controls are built; the third-party audit window opens Q4 2026.

In Progress
HIPAA BAA
In progress — healthcare vertical

Business Associate Agreement required when serving hospitals, clinics, and medical facilities. Needed for mechanical and HVAC shops operating in healthcare environments.

In Progress
EPA 608 Recordkeeping
In progress — refrigerant tracking

Automated refrigerant purchase and recovery log built into the refrigeration vertical. Formal EPA 608 recordkeeping certification review in progress.

In Progress
ISO 27001
Roadmap — enterprise signal

Information security management certification. Planned post-SOC 2 for enterprise accounts and government subcontract work.