Workflow

• A work order is created for a customer.
• They are quoted some work, like new brakes, but the customer requests to have this work done later.
• The brake work is added to an estimate and removed off the original work order.
  • See details on how to create an estimate here.
<>A few months pass, and J-Estimate determines it is time to contact the customer.
• J-Estimate uses predicted mileage and other criteria to determine when to send the contact.
• An email, text message, or both will be sent to the customer, asking the customer if they would like to come in and get the brake work done.
• The customer can respond to the message and schedule an appointment to come in.
• No manual effort is required from any staff. The whole process is automated.
• Example email/texts are shown to the right.