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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 an eligible 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.
The shared booking rules, services, availability, and submission behavior used by the hosted page and Native Website Booking.
The shared CRM booking experience rendered directly inside an approved business website and styled by that website.
The Settings area that contains Website Forms, WooCommerce, Hosted Booking Page, and Native Website Booking.

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Booking & scheduling

The way booking capacity is calculated: one shared business limit, available team members, or a combination of staff and physical resources.
The weekly hours when customers can book services through Online Booking or AI booking. They do not control when the AI Voice Assistant answers calls.
How often a possible appointment start time appears. It is separate from the amount of time a service takes.
A short temporary reservation while a customer completes the booking form. The final submission checks availability again.
A person or physical requirement that can limit availability, such as a staff member, detailing bay, mobile crew, or shared capacity pool.
A one-day closure or special schedule for the whole business or one resource.

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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 Voice Assistant that answers inbound calls, answers common questions, checks shared availability, and performs the actions you enable.
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.