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Automations · Workflows

Your shop, on autopilot.

AutoWorx follows up, reminds, requests and moves every job forward for you. Build the workflows your shop runs on once, and let them run every day so nothing falls through the cracks.

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Free onboarding · No credit card required

Set it once. It runs every day.

AutoWorx follows up, reminds, requests and moves every job forward for you. Build the workflows your shop runs on once, and let them run every day.

01 — Workflows

Workflows built around how your shop works

Every shop has its own way of getting a car from first call to delivery. With AutoWorx you set the stages, rules and triggers, and the workflow handles the handoffs. Leads and jobs move through your sales, shop and team pipelines automatically based on tags, tasks, estimates created, appointments booked, and messages sent to or received from clients.

New leadAlex KimJordan Ellis2024 BMW M4
ContactedPriya Shah
Estimate sentSam Rivera
BookedMaria Lopez
Rules
02 — Lead follow-up

Follow-up sequences that keep leads warm

New leads get a follow-up sequence right away. You set the messages and the timing, and AutoWorx keeps reaching out until they book, so you stop losing jobs to slow replies.

Day 0New lead
Follow-up 1
Send on dayby
PreviewHi Jordan, thanks for reaching out to Apex Tint & Wrap! When's a good time to look at your car?
03 — Estimate nudges

Pending estimate follow-ups

Quotes that haven't been approved get followed up automatically before the customer goes cold. You decide what each follow-up says and when it goes out, so it always sounds like your shop.

Nudge afterthen after
Sam RiveraEST-1052 · waiting 1 dayPending$4,800.00
Priya ShahEST-1047 · waiting 0 daysPending$600.00
Alex KimEST-1044 · waiting 3 daysNudged ×1$6,200.00
TodayDay 0
04 — Reminders

Appointment confirmations and reminders

Once a job is booked, customers get a confirmation and then reminders before their appointment. That means fewer no-shows, fewer phone calls and a fuller calendar.

NOV6Maria LopezCeramic coating · 10:00 AM · Bay 2Booked
  1. BookedMon 9:00 AM
  2. 24 hrs beforeThu 10:00 AM
  3. 2 hrs beforeFri 8:00 AM
  4. Drop-offFri 10:00 AM
You're booked! Ceramic coating at Apex Tint & Wrap, Fri Nov 6 at 10:00 AM. Reply C to confirm.
05 — Payment requests

Automatic payment requests

When the work is done, a payment request goes out right away with a text-to-pay link, so you get paid faster without chasing invoices.

Dev PatelIn bay
2022 Audi Q5 · Window tint · INV-1027TasksCheck off the tasks to finish the job.

Customer's phone

06 — Reviews

Automated review requests

After every job, AutoWorx sends a review request by text and email, turning happy customers into five-star reviews that bring in more business.

4.80311 reviews
Review request Text EmailSends 1 hour after the invoice is paid

Customer's phone

07 — Your rules

Customize every step

You control each automation's message, timing and trigger. Set it up once, and your workflows run every day without you lifting a finger.

Automation · Thank-you and review
Whenwaitsend
Preview · sends 1 hour after “invoice is paid”

Thanks for choosing Apex Tint & Wrap, Maria! How's the Model Y looking? apex.reviews/maria

From call to cash in four steps.

One connected workflow from the first customer conversation to money in the bank.

  1. 01 InboxCall comes in.

    Every call, text, and DM lands in one inbox, so nothing slips.

  2. 02 QuoteEstimate goes out.

    Dictate it or build it in clicks. Customer approves on their phone.

  3. 03 InvoiceInvoice sends itself.

    Approved estimates convert to invoices automatically.

  4. 04 PaidYou get paid by text.

    Text-to-pay links on every invoice. We meet or beat your current card rates.

10:42 AM · AutoWorx
Payment receivedInvoice #1048 paid2024 BMW M4 · Full PPF$6,450.00
StatusPaid ✓
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Frequently asked questions.

Straight answers before you book a demo.

What's the difference between automations and workflows?

Automations are the individual actions, like a reminder or a review request. Workflows connect them with your pipelines, so jobs and leads move forward on their own.

Can I customize the automated messages?

Yes. You control the wording, timing and trigger of every automation.

What triggers a workflow?

Tags, tasks, estimates created, appointments booked, and messages sent to or received from clients.

Ready to see it in your shop?

Book a demo and we'll set it up around your own services and pricing.

Book a demo