If you are mechanic, chances are you are overrun with work. Use STACK to do the following for you:
HINT: you should capture what kind of car your customer uses and registration date at the very least:
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Send repair reminders e.g oil changes, service reminders, registration reminder
Note: Ask about our pre-filled lists of car values. We have a list of car models you can use here. -
Follow-up leads or quotes you have spoken to / received
Note: We have 5 must use templates to improve your lead conversion. Get in touch on templates@stackcrm.io and we can send you them or set them up for you. Make sure you monetise every single person that comes through the door. -
Chase payments by setting automatic emails and SMS to go out for overdue invoices. See this article about how to have overdue invoice paid.
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Send people reminders when to pick up their car & updates on repairs
Drag the card into the column in STACK with the automation set to send out an SMS to customers who have had their cars repaired.
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Send people automatic invoices / receipts
You can link up with Zapier to integrate with your accounting software to automatically send people their invoices. Here is an example of how to import your leads from gmail.
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Add notes about a car and a customer
Only you can see these. Help yourself and help your future staff.
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Create tasks and to-dos for customers
Does your customer like to have their car washed?
Maybe parked in a particular way?
Do they want their mirrors and seats adjusted in a particular way?
Every customer is unique. Create to-do lists for each customer to keep them happy. -
Track your customers
Drag and drop customers between columns to make sure the automations that they get align with where they are. Also you can help track your pipeline and booked in work.
