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Most shops run the day from a whiteboard, a notebook, and a manager's head. The Workflow board replaces that with a single quote-based Kanban: every quote lives in a column, columns are fully customizable per shop (rename, recolor, add, mark terminal), and dragging a card into a terminal column automatically sets that quote's status to Approved. A separate Unassigned lane holds quotes with no column yet, and a read-only Online Bookings lane shows new public-booking-page appointments that haven't been checked in.
Workflow board
Quote pipeline · fully customizable columns · drag to advance
Pipeline
$19.7k
Projected
$4.2k
Collected
$5.9k
Active quotes
18
New Leads
2024 Model Y
2022 GR86
Quoted
2022 F-150
Follow Up
2024 CR-V
Scheduled
2023 CX-5
In Progress
2022 GR86
$200 due
Completed
2019 M3
Paid
What's included
Everything that ships on day one. No feature-gating surprises inside a single plan.
Who it's for
What it replaces
How it works
A new shop gets 6 columns automatically. Rename, recolor, reorder, mark any column terminal, or add your own — PPF teams often add 'Waiting on Film.'
Grab a card, drop it in another column. That's a plain column change — the only automatic side effect is that dropping a quote into a terminal column sets its status to Approved.
New quotes with no column show up in Unassigned. New public-booking-page appointments not yet checked in show up in a read-only Online Bookings lane you can click through to the calendar.
What this looks like in a shop
Illustrative scenario. A shop manager opens the Workflow board Monday morning. New Leads has a handful of inquiries; Follow Up has quotes sent Friday with no reply. She drags two into Scheduled after confirming by phone — that's a column change only, no automatic message fires from the board itself (the calendar booking, if any, is what sends the confirmation text). By afternoon a few jobs land in Completed, which auto-approves those quotes.
Questions
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Every installer, every bay, every appointment in one view. Drag to reschedule. Color-coded by status. Double-book detection with explicit confirm-to-override.
Build a quote from real line items — services, film, parts, fees — send it, and the customer approves with a drawn signature and a card deposit on their phone. No account needed on either side.
6-stage kanban (Lead → Prospect → Active → At Risk → Won Back → Churned) that starts as a clean template and moves by drag-and-drop — plus optional auto-stage rules you configure yourself for the moves you'd rather not do by hand.
Generate a public /track/<token> URL for any appointment and text it over — the customer follows along like a Domino's pizza tracker, no login required.
Every customer conversation in one inbox. Auto-reminders run 24/7, but when they reply, a human sees it. MMS, templates, merge fields.