A correction before a coating, a second row of glass, a set of wheel faces. Small work, real margin, and it disappears the moment the person who sold it walks away.
By workflow
The money is made at the counter.
Most shops sell the add-on and then lose it, because nobody writes down who sold it. In ShopHawk an upsell is a commission line on the appointment, against a service, a person and a rate, so it gets paid from the record instead of from memory.
Pick a topic
Upsale and commission
Riverside · appointment 2412
JC2026 Honda PrologueJames Carter · ceramic coating$2,740
New commission on this appointment
Four fields, and the money works itself outPersonAdam Millswho created it, or the split sale partner
ServiceStage 1 correctiona line already on the appointment
TypeUpsaleor Overall Upgrades, or Service Value
Rate10% of $340nobody types the amount
It saves as Draft. It turns Due when the appointment is Completed or Job Done, and Paid when the invoice is paid.
Type any rateOr a fixed amountYour default rate fills it in
Total commissions
$240against this appointment
On the record
Stage 1 correction$340
Invoice, with tax$2,973
Commission to Adam$0
Why it gets missed
Nobody forgets on purpose. The car is on the floor, the customer is waiting, and the add-on that paid for the day is the one nobody wrote against a name.
Pick the person, pick a service already on the appointment, pick a rate. The money comes off that service price, so nobody types a figure and nobody argues about it later.
It turns Due when the appointment is Completed or Job Done, and Paid when the invoice is paid. Each person opens My commissions and sees Total Commissions, Pending Payout and Total Appointments Done.
Quotes
Where every quote actually stands.
Six statuses, in the words the app uses. Four of them change without anybody in the shop touching the record.
Quote status
Six values, one at a time
Before the client sees it
DraftYou are still building it. The client link refuses to open.
With the client
SentSet the moment you send the quote out.
OpenedSet the first time the client opens the link. Nobody has to ask.
The client answers
AcceptedThe client pressed accept, and the time is stamped on the quote.
RejectedThe client pressed reject.
Nobody answered
ExpiredSet on its own after the expiry date. Accept and reject are both refused.
ShopHawk moves this one for youSet when you create or send itOne quote holds one status
DraftSet when you create or send it
You are still building it. The client link refuses to open.
When the client opens itSent becomes Opened
When the client acceptsThe time is stamped
Expired, Rejected or already AcceptedAccept is refused
A quote is never a guess about where it stands. The client opens the link and the status moves on its own, so nobody in the shop has to chase an answer to know one has not come back.
Quoting
Four taps, and it is priced.
Pick a service and a variation, and the price fills in from your own service list. You can still change it, and quantity, discount, admin fees and tax do the rest of the sum.
Step 1 · Pick Service
Step 2 · Variation
Step 3 · Discount
Step 4 · Add ons
One quote can carry more than one package. Mark one of them as the recommended option, and the client picks the package they want.
Tick boxes are yours to switch on. With them the client adds or drops a line before signing. Turn on Request Deposit and the deposit is charged when they press Pay Now.
Full ceramic, 2026 PrologueJames Carter · expires 30 Sep
Ceramic coating3 year, 10% off$1,710
Stage 1 correctionbefore coating$340
Wheel facesfour wheels$260
Glass coatingwindscreen and sides$180
Total$2,050
Time on this quote
0seconds
The old way
In ShopHawkyour time
Spreadsheet and a calculatorby hand
Get back to them laterno record
Why it matters
Nobody loses a job on price alone. They lose it because the quote took two days and somebody else answered first. The quote also carries an Expiration Date, and it moves to Expired on its own after that day.
Sent to James by email, and by text if texts are on for quotes. The status moves to Opened the first time he opens it.
- Goes out as
- Email, text if on
- First open
- Sent becomes Opened
- Accepting it
- Signature and time saved
- Pay later then
- Sends a booking request
You build it once from your own price list. Put two or three packages on the same quote, mark one as recommended, and let the client tick the extras they want.
The first time the client opens the link the status moves from Sent to Opened. Silence then means silence, and not a mail that never arrived in the first place.
Accept saves the signature, the exact time, the package they chose and every extra they ticked. Choose Pay later and a booking request reaches the shop, where somebody presses Convert to make the appointment.
Works with
Quote it, then get paid for it.
See your own quotes and upsell on this screen in a 20 minute walkthrough.