Keep customers in the loop without picking up the phone.
Text from the work order, let customers approve work and pay from a link or their portal, collect signatures, and turn good visits into Google reviews.
Every conversation on the record.
Texts, emails and portal messages stay with the work order, so anyone at the counter can pick up where the last person left off.
- Two-way textingText customers from the work order and keep the thread on the record.
- Portal messagesOne thread per order from service request to invoice, with an optional text or email heads-up and Unread marks.
- Invoices that send themselvesInvoices go out on their own, and receipts by email, text or Telegram.
- StatementsSend account statements to customers who pay on terms.
Approvals and signatures without the paper.
Customers say yes from their phone, and the signature is saved with the order.
- Estimate approvalCustomers approve or decline estimates from a link or the portal.
- Added work mid-jobSend added or re-priced work for approval on an order already under way; each approval or decline is signed.
- Digital signaturesSignatures on estimates, invoices, card payments and inspections.
- Customer formsForms with e-signatures by text, email, Telegram or link, or signed on a tablet, with reminders and a Documents tab per customer.
A portal and a website for your customers.
Customers check on their work, send requests and pay without calling the shop.
- Customer portalEstimates, invoices, service requests, messages and payments, behind a PIN.
- Service requestsRequests show the unit and truck, a progress tracker from Sent to Invoiced, and your latest reply.
- Free shop websiteA website for your shop, free on every plan: your logo, colors, services, hours and directions, with Express Check-In for drivers. On a BigShop web address or your own domain.
- AppointmentsAn appointments calendar with an Arrivals view for the shop TV.
- Fleet connectionsFleet customers connect Samsara, Fleetio, QuickManage or DataTruck from the portal, with your approval.
Ratings that turn into reviews.
Hear about every visit, and point happy customers to your Google reviews.
- Five-star ratingsCustomers rate their visit from the invoice link, the portal, an email or after paying online.
- Every rating, flaggedRatings land on the Customer Feedback page with an alert, so a bad visit gets a call back.
- Google reviewsAdd your Google review link and customers are offered it after rating.
- Clean recordsCustomer groups, duplicate merging, credit limits, and CSV import and export.
Customers & CRM questions
Do customers need an account to approve work?
No. Customers approve estimates and added work from the link you send them. The customer portal, which keeps their estimates, invoices and service requests together, opens with a PIN.
Can customers pay online?
Yes. Customers pay by card from a payment link sent by text or email, or from the portal.
How do visit ratings lead to Google reviews?
Customers rate their visit with five stars from the invoice link, the portal, an email or after paying online. Add your Google review link in Settings and customers are offered it after rating.
Can I put the shop website on my own domain?
Yes. The shop website is free on every plan, and it runs on your own domain or a BigShop web address.
Where do signed forms end up?
On the customer's Documents tab. Forms go out by text, email, Telegram or link, or are signed on a tablet in the shop, with reminders until they're signed.
See it with your own shop's work.
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