Included in this categoryOne page. The complete workflow.
Keep booking, calls, messages, reminders, customer records, and vehicle history connected to the shop.
Appointment Scheduling and Online Booking
Give customers a public booking link that captures service needs and appointment preferences any time of day.
- Public booking page
- Customer, vehicle, and service capture
- Appointment flow connected to the dashboard
AI Voice Receptionist
Answer routine calls, collect intent, and help schedule appointments when the shop is busy.
- AI phone answering for routine calls
- Appointment and message capture
- Call logs and transcript visibility
Shop Phone System
Connect shop phone workflows to calls, transcripts, AI receptionist support, booking intent, and follow-up context.
- Shop phone provisioning and configuration flow
- Call logs, transcripts, and intent capture
- AI receptionist and human handoff support where enabled
Call Logs
Review inbound call history, transcripts, and follow-up context from the AI receptionist workflow.
- Call history visibility
- Transcript and intent context
- Follow-up support for missed or handled calls
Customer Text and Email Communication
Send outbound SMS and email for appointments, estimates, invoices, reminders, and campaigns.
- Outbound SMS and email
- Estimate and invoice links
- Appointment reminders and campaigns
Automated Reminders and Follow-Ups
Keep customers informed with automatic status updates via text and email as their vehicle moves through the shop.
- Triggered by repair order stage changes
- Customizable text and email templates
- Reduces inbound phone traffic
Customer Management
Track customers, vehicles, service history, and follow-up opportunities in one shop-owned record.
- Customer and vehicle profiles
- Service history context
- Follow-up and campaign support
Vehicle Details and Service History
See what has happened to a vehicle across appointments, repair orders, estimates, inspections, invoices, and notes.
- Vehicle profile and service history
- Repair-order and invoice context
- Inspection and note continuity
Customer Portal
Give customers a secure place to review vehicle history, estimates, approvals, invoices, payments, appointments, and shared documents.
- Vehicle and service-history access
- Estimate, approval, invoice, and payment views
- Customer-safe appointment and document access
Team Roles, Permissions, and Security
Give owners, advisors, co-owners, and technicians the tools they need without opening every financial or administrative control.
- Owner, co-owner, employee, and technician access patterns
- Module and action permissions
- MFA, recovery, trusted devices, and server-side enforcement