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One connected workspace

From first message
to finished job.

Follow the detail from the initial request through quoting, scheduling, service and follow-up—all with customer and crew context close to the work.

Explore the workflow
Customer conversations Scheduled & unscheduled work Follow-through that's connected

The workbench

Fewer gaps between
the pieces of work.

Let the process provide the structure. Keep the conversation, task and job a short step apart.

01

A request comes in

Capture a new detailing inquiry in a contact record, with the context your team needs.

02

Put a clear quote together

Keep the sold services and pricing with the opportunity—not in a disconnected message.

03

Schedule the real work

Create a scheduled or unscheduled appointment, with recurring work when the customer needs it.

04

Keep the next step visible

Tasks linked to a contact or appointment give your team a clear place to go next.

Stay with the job

Useful tools,
one click away.

Inbox, tasks and team chat open as side panels, so the details you're working on stay in view.

  • Jump from a task to its contact or appointment
  • Keep team talk near the appointment
  • Hide the workspace tools you don't use
Explore integrations
Appointment · Interior detailToday, 10:30 AM
JM
Jamie MorganContact · 2020 Toyota Highlander
OverviewTasks 2Team chat
Confirm ceramic packageLinked to this appointmentToday
Send aftercare notesFor Jamie MorganAfter job
Show only what you use

See it in your day

Keep the details. Lose the detours.

See how conversations, appointments and team follow-through can live together.

Explore the connections