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New words shouldn’t slow you down. Here are the terms you’ll run into in Auto Detailing CRM, explained simply.

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Sales & jobs

A potential customer who’s shown interest but hasn’t booked yet — from a call, a website form, or your booking page. Leads live in one list so nothing slips through the cracks.
A price you send a customer before the work. If they accept, you turn it into an order.
A live job — the work your team actually does, tracks, documents, and gets paid for.
Where a job is in its life: pending, in progress, ready, completed, and so on.
A single screen showing everything about one customer — their vehicles, memberships, and job history.

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Pricing & money

Something you sell — like “Full Interior Detail” — with a base price and (optionally) an estimated duration.
A vehicle category (sedan, SUV, truck) that can adjust pricing, because a big truck takes more work than a small sedan.
An extra percentage added to a service’s price based on the vehicle’s body type.
What a job cost you to deliver — supplies used and any outside (vendor) costs. Revenue minus COGS is closer to your real profit.
An extra amount a customer adds on top of the job price. Tracked separately from the service total.
A recurring plan a customer pays for on a schedule (monthly, for example) in exchange for included services — your recurring revenue.

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Payments

The payment processor that handles all card transactions. Card numbers go to Stripe, never to our servers.
Taking a contactless card or phone payment by tapping it to a supported iPhone — no extra hardware.
A safe stand-in for a real card. It lets the CRM show a payment as paid without ever holding the actual card number.

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Marketing & growth

Where a lead came from — Google, Instagram, a referral, your website.
Connecting a booking back to the marketing that created it, so you know which channels actually make money.
Small tags added to a web link that record which campaign or ad sent a visitor to you.
A public page where customers schedule appointments with you online.

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Accounts & access

A team member’s level of access: Owner, Admin, Manager, or Technician.
A specific thing someone can do — view, create, edit, or delete — in a specific area of the app.
One staff account. Your plan includes a set number of seats.
A feature or feature-area your plan unlocks (like the AI assistant or online booking).
An optional second step at login — a code from your phone — for stronger account security.

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Automation

An optional AI phone assistant that answers calls, answers common questions, and can book appointments when you can’t pick up.
A customer’s choice to stop receiving texts, usually by replying STOP. You must honor it.
An outside business you pay — a subcontractor or supplier — whose cost you can tie to a job.

FAQ

Quick answers to common questions.

How it all fits together

See how these pieces connect.