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  • Lead — an inbound inquiry that hasn’t been confirmed yet. Someone called, filled out your form, or messaged you. You follow up and qualify it.
  • Quote — a formal estimate sent to the customer for approval. Has line items, pricing, and a status (Draft, Sent, Accepted).
  • Order — a confirmed job your team is actively working. Has an assigned technician, a scheduled time, materials tracking, and payment collection.
The typical flow is: Lead → Quote → Order. You can also skip steps — create an Order directly without a Quote if the job is simple and pricing is already agreed.
Yes. The CRM is fully responsive and works in Safari or Chrome on iPhone. You don’t need to download an app — just open the web app in your mobile browser.iPhone users also get two exclusive features: Tap to Pay (accept contactless payments with no card reader) and Photo Documentation (capture before/after photos directly from the camera).
Each vehicle body type (Sedan, SUV, Truck, etc.) can have a surcharge percentage. When a vehicle with that body type is added to a quote or order, the service price automatically increases by the surcharge.For example: Full Detail at $200 base price + SUV surcharge of 25% = $250 for an SUV.This means your team never has to manually calculate pricing adjustments for different vehicle sizes. Set it up once in Settings → Vehicle Body Types and it applies everywhere.
Three things happen automatically when you mark an order Done:
  1. Inventory deducts — any materials attached to the order reduce your stock count
  2. COGS records — the material costs are captured for profit reporting
  3. Revenue posts — the order value becomes part of your financial reports
This is why attaching materials before marking Done matters — without them, your COGS and profit calculations will be incomplete.
Yes. Go to Settings → Import / Export and upload a CSV with your customer data. Required fields are name and phone number. You can also import vehicles, services, and inventory.See the Data Import guide for column requirements and tips on preparing your CSV.
If you know your current password, change it in Settings → User & Security.If you’ve forgotten it, use the Forgot Password link on the login page. You’ll receive a password reset email.
Yes. The CRM has four built-in roles — Owner, Admin, Manager, and Technician — with a fully configurable permission matrix. You control exactly what each role can view, create, edit, and delete.See the Staff & Roles guide for a full breakdown of the permission matrix.
Your booking page is a public URL you can share with customers or embed on your website. Customers select services, choose a date and time, enter their contact info, and submit.You decide whether submissions automatically create a live order or a lead for your team to review. Learn more in the Booking Page guide.
Yes. The Marketing module tracks lead sources including UTM parameters (from Google Ads, Facebook, etc.), GCLID and FBCLID click IDs, and custom source tokens. When a lead converts to a customer, the attribution stays on the customer record.The Marketing Dashboard shows leads, conversions, conversion rate, spend, and CAC by source. See the Marketing guide for setup instructions.
The CRM itself doesn’t add fees to payments — Stripe’s standard processing rates apply. Check Stripe’s pricing page for the current rates in your country.The AI Voice Assistant has its own usage-based pricing separate from the CRM subscription.
Yes. All accounts within your plan’s seat limit can be logged in and working simultaneously. Changes (new orders, status updates, etc.) are visible to other users when they refresh or navigate to the updated record.
To cancel your subscription, open Settings → Account → Manage Billing to access the Stripe billing portal and cancel there.To permanently delete your workspace and all data, use the account deletion option at the bottom of Settings → Account. This is permanent and irreversible — all data is deleted.If you need assistance, contact support at support@autodetailcrm.com before deleting.
Yes. The AI Voice Assistant uses real-time voice technology and a provisioned phone number to answer calls, answer questions about your services, check availability, and create leads or orders when those actions are enabled.It’s configured in Settings → AI Voice Assistant. See the AI Assistant guide for full setup instructions.
The free trial lets you evaluate the CRM before choosing a paid plan. No credit card is required to start the trial. Usage-based or premium features may have separate setup steps, limits, or billing rules.Check Settings → Account to see your trial end date.
Yes. Your data is private to your business and never visible to other businesses using the CRM. Connections are encrypted, and you control who on your team can see what. For the full, plain-English picture, see the Trust Center.
No. All card processing is handled by Stripe — card numbers, expiration dates, and security codes never touch our servers. We only keep safe references and the payment’s status. See Payments & Card Security.
It uses the caller’s number, what they say, and your business setup to help answer calls and book appointments. Your team can review call history in the app. We do not use your customer data to train Auto Detailing CRM models. Details are in AI & Call Data.
Yes — reminders, confirmations, payment links, and review requests. You’re responsible for texting lawfully: get consent first and honor opt-outs (customers can reply STOP). See Text Messaging & Consent.
Yes. You can export your data to CSV anytime, edit or remove records in the app, and contact support for account-level deletion. See Data & Privacy.