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50+ Pre-built workflows · Drag · Branch · Trigger

CRM & Workflow Automations for Auto Repair Shops
your shop's auto-pilot

Pre-built pipelines, 90+ tags, lead-capture flows, and database reactivation running across 50+ workflows that track every lead and repair order from first contact all the way to paid.

13
Pre-wired pipelines
90+
Tag-based triggers
4 min
Lead-to-booked
Service Lead Pipeline
LIVE · 28 active
New Lead9
Brake job · Sarah J.
$480 est.2 min ago
Check-engine · M. Patel
$320 est.14 min
Oil change · T. Chen
$90 est.32 min
Qualified6
Transmission · R. Diaz
diagnosed1 hr
Fleet · K. Reed
5 vehicles3 hr
Booked4
Tue 9 AM · L. Brooks
confirmedSMS sent
Wed 2 PM · D. Mora
confirmedreminder set
Thu 11 AM · A. Vega
confirmed+ intake form
Closed9
Paid · N. Quinn
$1,250RO closed
Paid · P. Adams
$840review req.
50+
Pre-built workflows
Activate in clicks
13
Pipelines, wired
Repair · Maintenance · Fleet · Tires
90+
Tags + triggers
No-code conditionals
4min
From new lead to booked
↓ from 4 hours

The engine room behind every booked job

Leads slip through the cracks not because shops don’t get them, but because nobody’s tracking them. A quote goes out, the customer goes quiet, and there’s no system watching. CRM & Workflow Automations is the engine that catches every lead and pushes it forward automatically.

It ships with pre-built pipelines, 90+ tags, lead-capture flows, and database reactivation running across 50+ workflows that track every lead and repair order from first touch to paid invoice.

  • Pre-built pipelines — visual stages from new lead to estimate to booked to paid, ready out of the box.
  • 90+ tags — automatic labeling by service, vehicle, source, and status so nothing is unsorted.
  • Lead-capture flows — every form, call, chat, and DM lands in one place and starts a workflow.
  • Database reactivation — campaigns that mine your existing customer list for dormant work.

Nothing falls through the cracks

The 50+ workflows are the invisible staff that move every lead to the next step without anyone remembering to.

  • A new lead is tagged, added to a pipeline, and put into the right follow-up sequence automatically.
  • An estimate sent triggers nudges; a job booked triggers reminders; a job completed triggers a review request.
  • Stages and tags update themselves as the customer moves, so your board always reflects reality.

A declined estimate — without vs with CRM & Workflow Automations

Before

Customer declines a $900 estimate → it lives in a paper folder → no tag, no pipeline, no follow-up → the job is gone for good

After

Estimate declined → contact auto-tagged and dropped into a revival workflow → seasonal follow-ups go out for months → customer comes back and books when they're ready

The backbone everything plugs into

This is the layer the rest of the snapshot runs on. Every booking from Appointment Automation, every message from SMS Automation, every review request from Review Harvesting, and every lead from the AI Receptionist flows into these pipelines and tags — giving you one clear view of every lead and RO.

Do I have to build the pipelines myself?

No. Pipelines, tags, and all 50+ workflows ship pre-built for auto repair and are imported into your account ready to run.

What is database reactivation?

Automated campaigns that text and email your existing customer list — people due for service or past work — to rebook them at a fraction of the cost of new-lead ads.

What are the 90+ tags for?

They automatically label each contact by service, vehicle, lead source, and stage so every customer is sorted and reachable without manual data entry.

Can I edit the workflows?

Yes. Everything is fully editable in your account, and we tailor it to your shop during install.

Anatomy of a workflow

Trigger → Filter → Branch → Action → Update

Every workflow follows the same 5-stage spine. Drag, drop, configure — no developers required.

1
TRIGGER
New form submission
Webform · inbound call · missed call · new tag · pipeline stage change · calendar event.
2
FILTER
Service type = Brake
Only contacts tagged Brake proceed. Filter on source, location, value, time of day — any field.
3
BRANCH
If tow-in, else…
Conditional logic with up to 10 nested branches. Different actions for different lead profiles.
4
ACTION
SMS + email + Slack
Send messages, create tasks, update pipeline, fire webhooks, push to calendar — combine freely.
5
UPDATE
Move to Qualified
Tag the contact, advance the pipeline, log a note, kick off a child workflow. Loop or end.
Workflow library

12 of the 50 you'll get on day one

Each one drag-imported, retitled in 30 seconds, ready to send your first message.

Lead notification Appointment reminder MPI checklist Follow-up sequence Missed-call recovery RO approved Service-due reminder Declined work follow-up Review request Referral thank-you No-show rebook Onboarding drip
Three you'll use weekly

Workflows that pay for the snapshot in one repair order

Stop manually following up

Import 50 workflows in 5 minutes

Included in the $997 Car Mechanic Snapshot. 13 pre-wired pipelines. 90+ tag triggers. 10 dedicated config hours.