Work Orders and Estimate Revisions
The mechanic adds newly identified work and parts, and the service advisor records customer approval. The prior version stays on the work order so additional work can be checked before pickup.
Custom Development
CRM for Auto Repair Shops
When a mechanic finds a fault after disassembly, the service advisor needs photos, an estimate, and the customer’s decision in one work order. We’ll build a repair shop CRM that books around bay availability and keeps everyone responsible informed of repair changes.
Where Repair Shops Lose Time Between Booking and Vehicle Pickup
- Bay bookings are kept in a notebook, and jobs often run over, disrupting later appointments.
- Customers don’t remember what was repaired last time, and the shop can’t confirm it quickly.
- Additional repairs are approved verbally, leading to invoice disputes later.
- Customers miss scheduled maintenance because no one reminds them.
- Parts stock is estimated informally, so staff can’t rely on a needed part being available.
From Lift Scheduling to Work Order Closeout
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Repair Resources
The service advisor checks mechanic availability, the right lift, and whether parts are ready. The next appointment should move only after the customer agrees to a new time.
Parts Reservations by Work Order Version
The parts manager checks issued parts against the approved repair scope. An unused part’s return is recorded with the stock balance before the deduction.
Additional Features
- Customer Repair Updates
- The customer can be told that changes need approval, parts are on order, or the vehicle is ready. The service advisor confirms the pickup date with the mechanic before sending it.
- Parts and Work Order Reservations
- Parts staff set aside the item for a work order and reconcile actual usage. If data exchange is available, the stock system can provide reservation status.
- Follow-Up After Service
- Based on the inspection, the service advisor records the maintenance arrangement. The next message uses the agreed contact channel and the vehicle history.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
Additional Work Found During Inspection
After diagnosis, the mechanic attaches a photo of the worn part. The service advisor gets the new item approved, and parts staff reserve it after confirmation.
A Bay Is Needed Longer Than Planned
The mechanic updates expected pickup when the supplier delays the part. The advisor sees the clash with the next booking and offers another bay or time.
What to Include in the First Release
We’ll map one work order from check-in to pickup. The advisor sees the estimate and customer decision, the mechanic sees approved work, and parts staff see reservations. Before launch, we’ll cover delayed parts, a bay running over, and pickup without the additional repair.
A digital calendar can manage bay bookings. A dedicated CRM helps when the mechanic changes the repair scope, the advisor gets the estimate approved, and parts staff issue components against the same work order version.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
How Do We Record Approval for Additional Repairs?
The mechanic adds a photo and a new line item, and the advisor records when and how it was approved. The estimate version accepted by the owner stays in the history.
What If a Vehicle Has Several Drivers?
The vehicle can be tracked by an internal ID and VIN, with owner, payer, and driver linked as separate roles. A driver change preserves the repair history.
Can We Migrate Service History by VIN?
We can estimate the migration after reviewing an export. We’ll first check duplicate vehicles, work order fields, and whether linked documents can be retained.
Let’s Discuss Your Shop’s Work Orders
Show us how a job currently moves from bay booking through additional approvals to vehicle pickup.