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Auto Detailing CRM is the business management platform built for professional detailing operations. It connects your entire workflow — from the first customer inquiry to the final payment and profit report — without requiring spreadsheets, separate invoicing tools, or manual data entry.
This guide is for owners and admins who are setting up a new workspace. If you were invited to join an existing workspace as a staff member, head to the Dashboard to get oriented.

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What you can run from one place

Sales pipeline

Capture leads, send professional quotes, and convert them to live jobs in one click.

Operations

Manage orders, track job status, coordinate staff, and schedule work on a shared calendar.

Payments

Accept Stripe payments, tap to pay on iPhone, send payment links, or record cash — all tied to the order.

Reporting

Track revenue, COGS, profit, tips, taxes, and staff performance with 11 built-in report types.

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How the workflow connects

The CRM is designed so that each step leads naturally to the next. You don’t re-enter data when a quote becomes an order, or when an order is paid.
Every vehicle, service, material, and payment you add builds a complete record that feeds your reports automatically.

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Where to start

If this is your first time setting up the workspace, follow the admin setup guide. It walks you through the minimum configuration needed to create a real customer, send a quote, and collect your first payment.

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The setup path that avoids rework

First steps for admins

The exact setup sequence for a new workspace, from business info to your first completed order.

Daily operating rhythm

Learn how to run a normal day once the workspace is live.

Explore all features

A full map of every module in the CRM and what each one does.

Setup checklist

Work through the core setup items without over-configuring.

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What to configure before your team starts

Getting these four things right before anyone else logs in will save you from fixing inconsistencies later:
The First Steps guide walks through a real customer, a real quote, a real order, and a real payment so you can verify the complete workflow.

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You are ready for day one when

  • Your top services have prices and durations.
  • Your common vehicle body types have surcharges.
  • Stripe is connected if you plan to take card payments.
  • At least one owner or admin can create an order and collect payment.
  • Your team knows whether new inquiries should become leads, quotes, or orders.