Log the enquiry
Capture the customer, vehicle or job context, inspection date and owner.
Analogy IT CRM
CRM for auto shops, repairs and trades
Move enquiries into approved, completed and paid jobs
Keep the customer, estimate, approval, job status and payment history connected so the front desk and workshop share the same picture.
Common workflow problems
- Estimate approvals and customer decisions are buried in calls or messages.
- Job status is difficult to explain quickly when a customer follows up.
- Completed jobs do not consistently lead to service reminders or repeat work.
A practical workflow
Send and follow the estimate
Keep the estimate, approval status and follow-up task visible to the team.
Track the job
Move work through approved, in progress, ready for collection and completed stages.
Bring customers back
Use customer history and service reminders to support repeat bookings.
Useful outcomes
- Visible job status
- Recorded approvals
- Fewer missed follow-ups
- Stronger repeat-service process
Suitable for independent auto workshops, repair businesses and trades that need customer and job coordination rather than a manufacturer dealer system.
Can we call projects jobs and quotes estimates?
Yes. The auto and trades setup uses job, estimate and schedule language from the beginning.
Does it manage parts?
Inventory is an optional capability. The beta review will confirm the depth of parts tracking your business needs.
Can it remind customers about future service?
The setup includes guidance for service-reminder workflows, with automation available according to the selected plan.