One workflow, start to finish
Every step your business takes is connected inside the CRM. When a lead comes in from your website, it becomes a customer record. That record holds the vehicle, the quote, the order, the payment, and the job history — all in one place, with no manual copy-pasting between tools. The full flow looks like this:1
Capture the lead
Leads come in through your website form, booking page, or manual entry. Every lead is tied to a source so you know what’s generating business.
2
Quote the job
Build a quote for one or multiple vehicles in minutes. Body type pricing applies automatically — no mental math, no inconsistencies.
3
Convert and schedule
One click turns an accepted quote into a live order. The job appears on the calendar and the team sees it immediately.
4
Run the job
Staff update the order status from Open to In Progress to Done. Materials used are tracked against inventory in real time.
5
Collect payment and close out
Accept a Stripe payment, tap to pay on iPhone, or record cash. The order closes, inventory deducts, and COGS is recorded automatically.
6
Review performance
Revenue, profit, COGS, and staff metrics update as jobs close. No spreadsheets, no end-of-month manual entry.
Built for how detailing businesses actually price jobs
Generic CRMs have no concept of body type pricing. When your team quotes an SUV differently than a sedan, they either do the math in their head or maintain a separate price sheet. Auto Detailing CRM handles this natively:- Each body type carries a surcharge percentage
- When a vehicle is added to a quote or order, the surcharge applies automatically
- The same service priced at $150 for a sedan becomes $180 for an SUV — consistently, every time
Multiple vehicles, one order
Detailing businesses routinely service several cars for the same customer in a single visit. In a generic CRM, this means creating multiple records, splitting invoices, or maintaining workarounds. In Auto Detailing CRM, a single order holds multiple vehicles. Each vehicle has its own services, body type pricing, and line items. One invoice, one payment, one clean record.Materials and profit tracking that works at job close
Knowing your revenue is useful. Knowing your profit is essential. When an order is marked Done, the CRM automatically:- Deducts materials from inventory
- Records the cost of goods sold (COGS) for that job
- Updates gross profit in your reports
Payments built for the job site
Auto Detailing CRM connects directly to Stripe, which means your team can accept payment the moment a job is complete:
All payments update the order to Paid automatically and flow into your financial reports.