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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 — the live work record for a job. It holds assignment, schedule, materials, signatures, and payment. An order submitted through Online Booking or AI Voice starts as Pending review until your team confirms it.
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, two ways.The iOS app is the one to install if the person works in the field. It’s on the App Store as Auto Detailing CRM, and it runs the same workspace as the web app — orders, calendar, customers, vehicles, quotes, leads, catalog, vendors, reporting, and the full settings surface all have native screens.A mobile browser also works. The web app is fully responsive in Safari or Chrome. What it can’t do is reach the camera and payment hardware, so Tap to Pay, VIN and plate scanning, and Photo Documentation are app-only.See Mobile Overview for what runs where.
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, services with Body Type Adjustment enabled automatically increase by the surcharge. Services that opt out keep their base price.For example: Full Detail at $200 base price + SUV surcharge of 25% = $250 for an SUV.Set the percentage under Settings → Vehicle Body Types, then choose which services use it under Settings → Services & Pricing.
If your plan includes Quote Portal, publish a quote and share its protected link by text, email, or copy-and-paste. The customer verifies the phone number or email already on the quote before seeing its contents. They can approve, decline, request changes, or download the same branded PDF available to your team.Approval belongs to the exact revision the customer reviewed. If you later change customer-visible pricing or scope, the previous approval stays in history and the working quote returns to Draft until the replacement is reviewed. The customer response never creates an order automatically.See Quote Portal for the complete workflow.
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 a submission creates a Pending review order that reserves the selected time or a Pending review lead that records the requested time for follow-up. Learn more in the Online Booking 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, the live conversation, relevant customer details, and your business and scheduling setup to answer calls and perform enabled actions. Authorized team members 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.