Features

One job, from the text message to the review.

Every other page here shows you one part. This one follows a single job through all of them, so you can see what each part hands to the next and what gets written down along the way.

LeadA web form at 7:40pm

WO-000148

New lead

Lead ManagementA web form at 7:40pm

James fills in the shop’s web form about tint on a 2023 Model Y. The shop is closed. A Lead Created rule the shop set up replies in under a minute, in the shop’s own words.

Customer: James Carter
Vehicle: 2023 Tesla Model Y
Came from: Web Form
First reply: 48 seconds

Lead ManagementA price off the shop’s own list

The quote picks the service, the variation and the coverage for a 2023 Model Y. The price and the film come off the shop’s own list, not a guess.

Service: Ceramic tint
Coverage: Full car
Quote: $1,180
Sent: 7:41pm

AppointmentsA request, then a booking

James asks for Thursday at 9. The shop converts the request into an appointment at the length set for this service, a deposit is taken, and a reminder is queued for the day before.

Slot: Thursday 9:00, Riverside
Length: 3 h 30 m
Deposit: $200, paid
Reminder: Wednesday 9:00am

Work OrdersOn the floor

The tech opens the job on a phone with gloves on. Hours land on the job as they are worked, and the film comes off the roll it was cut from.

Tech: Luis Arroyo
Hours logged: 3 h 10 m
Film drawn: 16 ft off roll R-114
Photos: 6 on the job

Work OrdersSigned off before it moves

A second pair of eyes walks the car with the checklist. If anything fails it goes back for rework, and the redo is counted against the job, not hidden.

Checked by: Adam Mills
Passed first time: Yes
Redos: 0
Cure hold: None, tint

FinanceThe deposit takes itself off

The invoice is built from the job, not retyped. The deposit nets off as its own line so the customer can see it, and the margin is already worked out.

Total: $1,180
Deposit applied: − $200
Due: $980
Margin on this job: 41%

WarrantiesA warranty on record

The warranty is created from the same record when the job is done: the car, the service and a term from the film used. If James calls in four years, the claim is one search.

Warranty Code: WR-771-1774012800
Warranty Term: Lifetime
Service: Ceramic tint, full car
Vehicle: 2023 Tesla Model Y

FinancePaid and counted

Once the invoice is paid, the job sits in the reporting with everything it cost and everything it earned.

Invoice: Paid
QuickBooks: Synced
In reporting: Ceramic tint, March
Repeat booking: PPF, June

Written down: Customer and vehicle, entered once

What is written down so far

Customer and vehicle, entered once
Service, variation and coverage from the list
Deposit taken, and the job is on the calendar
Hours and film, on the job rather than in someone’s head
QC result, kept whether it passed or not
Margin per service, without anyone adding it up
Service, term and vehicle, tied together for the claim
The job counted, with what it cost and what it earned

Nothing here was typed twice. Each stop reads what the one before it wrote.All of that came from one entry at the quote. Nothing on this list was typed twice.

Which part did what