The platform
Six connected product areas — designed together.
Every area shares the same customer, vehicle, quote, and job record. Nothing is bolted on.
01
Sales Pipeline
Every lead, quote, and deal in one view. Know exactly what's open and what's next.
- —Stages you configure per shop
- —Owner, source, and next action on every card
- —Aging and response-time surfaced automatically
02
Customer & Vehicle Records
One record per customer with vehicles, service history, notes, files, and messages.
- —Multiple vehicles per customer
- —Attachments, notes, and photos in-line
- —Full activity timeline across SMS, email, and calls
03
Quotes & Payments
Structured quotes, deposit links, and invoices through Stripe, Square, or NMI.
- —Reusable line-item catalog
- —Deposit % or fixed amount, tied to the quote
- —Payment status visible inside the opportunity
04
Scheduling
Assign work by bay, installer, and day. Move a job without breaking the record.
- —Bay + installer views
- —Drag to reschedule with history preserved
- —Handoff notes flow from sale to bay
05
Communications
SMS, email, and call logging integrated with RingCentral and Quo — keep your numbers.
- —Threaded conversations on the customer record
- —Templates for common shop replies
- —Automatic call logging with duration and outcome
06
Automations & Reporting
Follow-up sequences, owner dashboards, and clear accountability for each stage.
- —Sequenced tasks by stage
- —Owner dashboard for booked, open, and lost
- —Exportable reports for month-end