How It All Fits Together - Auto Detailing CRM

The daily flow

A lead comes in

Someone calls, fills out your website form, or books online. It lands in Leads — or your AI receptionist answers and captures it for you.

You send a quote

You turn interest into a price with a Quote — picking services, adjusting for the vehicle’s body type, and sending it to the customer.

The quote becomes an order

When they say yes, the quote becomes an Order — a live job your team works, documents with photos, and gets signed off.

You collect payment

At completion you take Payment — Tap to Pay, a payment link, or cash — and it’s tied to the order automatically.

It all rolls into Insights

Every job feeds your Insights — revenue, costs, profit, and which services and staff make you the most money.

Choose the right record

Situation	Use this	Why
Someone asks a question but has not committed	Lead	Keeps follow-up visible without creating fake revenue or scheduled work
You know the customer wants pricing before booking	Quote	Gives them a clean estimate and preserves what you promised
The job is confirmed or already scheduled	Order	Orders are where status, assignment, materials, signatures, invoices, and payment live
A returning customer calls	Customer Portal	Start from their history, vehicles, memberships, and prior work
The job is done but unpaid	Payments	Record cash/manual payment, collect with Tap to Pay, or send a payment link

The cleanest workflow is simple: do not create an order until the work is real, and do not leave real work sitting as a lead.

The supporting cast

Around that core flow, the rest of the app makes it run smoothly:

Area	Its job
Customers & Vehicles	Remember who you serve and what you service
Calendar	Schedule the work and your team
Services & Pricing	Define what you sell and what it costs
Memberships	Turn one-time customers into recurring revenue
Inventory & Vendors	Track supplies and outside costs for true profit
Marketing	See which channels bring your best customers
Staff & Roles	Give each team member the right access

Trust runs underneath it all

Every part of this flow is built on a foundation of security and privacy — protected sign-in, payments handled by Stripe, and your data kept private. See the Trust Center for the full picture.

First order walkthrough

Walk the whole flow with a real job.

Getting started checklist

Set up your workspace step by step.

Workspace tour

See how the app is organized.

Trust Center

How your data and payments are protected.

​The daily flow

​Choose the right record

​The supporting cast

​Trust runs underneath it all

First order walkthrough

Getting started checklist

Workspace tour

Trust Center

The daily flow

Choose the right record

The supporting cast

Trust runs underneath it all