Booking and scheduling a repair involves checking insurance status, parts availability, and workshop capacity before a customer gets a confirmed date. Doing this by phone, email, and shared calendars creates delays and constant back and forth, especially when reschedules hit.
The automated version reads incoming enquiries, checks parts and calendar availability together, and sends the customer a confirmed slot without manual cross-referencing. Reminders go out automatically and reschedule requests are flagged instantly, keeping the workshop schedule accurate.
The full workflow, from trigger to completion.
A customer enquiry lands via email and is captured as a new job record.
The Enquiry & Parts Check pulls vehicle and damage details and checks stock.
A job and estimate record is created automatically.
If approval is still pending, a follow-up email is sent to the insurer and the advisor is flagged.
The Scheduling & Confirmation checks for a bay and technician that fit the job length.
The customer receives a confirmation email with date, drop-off time, and courtesy car details.
The bay and technician time is blocked automatically on the shared.
The Reminder & Reschedule sends a day-before reminder and posts any reschedule request for the advisor.
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