Diagnostic Approval & Pickup Alert Texts
A done-for-you automotive automation built for the Assistant Service Manager, connecting Twilio, DocuSign, and Stripe so the work below happens on its own.
What this automation does, step by step
Once a technician finishes the diagnostic scan, this automation texts the customer a link to a digital estimate broken down by recommended, required, and deferred repairs, letting them tap to approve or decline each line item from their phone instead of waiting on a callback from the service advisor.
Approved work is pushed straight back into the shop's work order automatically, and the moment the last approved item is signed off by the technician, the customer gets a ready-for-pickup text with the final invoice attached.
Estimate approval time drops from hours of phone tag to minutes, and the service advisor's desk phone stops ringing every ten minutes with "is it done yet" calls.
- Shop management software (e.g., Tekmetric or Shop-Ware)
- Twilio
- Zapier or Make.com
- DocuSign (digital estimate approval)
- Stripe (final invoice payment link)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on an assistant service manager remembering to check in, update records, and follow up, with no safety net if something slips.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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