Detail Ledger User Guide

How to set up vehicles, create detailing jobs, work through checklists, add evidence, preview handover PDFs and manage settings.

Start from Today

Open Detail Ledger to review active drafts, jobs, vehicle count, saved photo count and follow-up status. Use Continue Job, Start Job or the add button to create a vehicle record, detailing job or estimate.

Detail Ledger Today dashboard with active jobs, vehicle count, photo count and follow-up status.
Today keeps the current detailing workload and follow-up state ready before you leave for a job.

Create vehicle records

Add a vehicle with a label, registration, optional VIN, customer details and notes. Detail Ledger uses vehicle records to connect repeat work, service history, estimates and follow-up checks, and warns when a new local vehicle may duplicate an existing one.

Detail Ledger vehicle list with active vehicle, job count, stage and follow-up status.
Vehicle records help repeat jobs stay connected to the right customer and car.

Create estimates

Create an estimate from a vehicle record when you want to record package scope, line items, discounts, tax, deposit paid and balance due before starting work. Accepted estimates can be converted into a draft job with the scope and checklist carried across.

Create a detailing job

Choose a vehicle, select a service package, confirm the scheduled date and record arrival notes, agreed scope, products used, care instructions, sign-off name and follow-up details where useful. Starting a job creates a saved draft first, so you can leave and continue it from Today.

Work the checklist

Open a job to update its stage and mark checklist items as the work progresses. Checklist progress is included in the job record and in generated handover PDFs.

Detail Ledger job detail with scheduled stage, package, photo count and checklist progress.
Job detail keeps scope, status and checklist progress in one place.

Add condition evidence

Use before, concern, finish and after photo categories when images make the handover clearer. Photo tiles show import status, captions and whether the image is included in the handover PDF.

Detail Ledger condition photo categories, notes and PDF preview action.
Condition evidence and notes support a clearer customer handover.

Preview, export and back up

Use Preview PDF to generate a local handover PDF with the vehicle, job scope, estimate summary, condition notes, checklist progress, care instructions, sign-off state, optional business details and selected photos. Use Share PDF to save, print, send or back up the file through destinations available on your device.

Open Settings to export a JSON backup, import a previous Detail Ledger backup after reviewing its contents, or delete all local app records from this device after confirmation.

Detail Ledger generated PDF preview with vehicle, job, note and checklist details.
PDF preview lets you check the handover record before sharing it.

Set business details

Open Settings to add an optional business name, address, email, phone number and logo. These details are stored locally by default and included in PDFs where provided.

Detail Ledger settings with business profile, Pro state, package templates and support links.
Settings includes business details for PDFs, package templates, purchase state and support links.

Understand Detail Ledger Pro

The starter tier supports the core local workflow with limits on new active jobs, condition photos per job and custom package editing. Existing records, completed history, PDF preview, handover sharing and backup export remain available.

Get support

For help, visit Detail Ledger Support or email support@RGTSoftware.com. Include your device model, iOS version, app version, and a short description of the issue.