Standalone appointments
Schedule a drop-off or diagnostic visit before a quote, intake, payment, or work order exists.
Included
Shop Intelligence
THE COMPLETE SHOP INTELLIGENCE PLATFORM
Run the whole shop from one connected system.
From the first call to the final payment, Shop Intelligence keeps the customer, vehicle, work, communication, evidence, and money connected—without forcing your team to enter the same information twice.
Appointment → intake → work order
Carry customer, vehicle, concern, timing, and source data forward without creating duplicate records.
IncludedDirect quotes and leads
Start with a quote or information request and promote the same record only after authorization.
IncludedCustomer and vehicle history
Maintain one customer with multiple vehicles, visits, files, quotes, payments, and warranties.
IncludedEditable quote packages
Build parts, labor, and other line items; reuse shop-private suggestions; revise without destroying history.
IncludedPrivate customer review
Send a phone-friendly page with selected services, warranty and terms, and explicit accept or decline actions.
IncludedAuthorization evidence
Keep signed customer action distinct from outside or owner-recorded authorization and preserve the exact revision.
IncludedPayment records and proof
Record money received, supporting photos or PDFs, processor fees, balances, corrections, and history.
IncludedLive work board
Search and filter open work, assignment, status, promise time, progress, readiness, and attention items.
IncludedDigital vehicle inspections
Capture findings, condition, photos, notes, and customer-ready detail from a phone or tablet.
IncludedTechnician assignment
Keep work in-house, assign an accountable technician, leave it unassigned, or send it to a Partner.
IncludedCapacity planning
Balance appointments against active work, technician load, milestones, promise dates, and labor-hour capacity.
IncludedPrivate Diagnostic Inbox
Each authorized shop workspace has a private queue for scan-tool reports and uploaded diagnostic files.
IncludedDTC review and filing
Review extracted codes, retain the original report, and assign the evidence to the correct work order.
IncludedPartner diagnostic handoff
Partners can file an authorized report to an assigned job while preserving source and history.
Available by planAI diagnostic assistance
Summaries, code explanations, test ideas, and research references support diagnosis without being presented as a confirmed repair.
Available by planScoped work assignments
Choose the Partner, work scope, requested completion, and authorized compensation cap.
Available by planPartner workday
Accept, decline, reconsider, receive, inspect, upload, report issues, update status, and mark completion.
Available by planAdditional-work requests
Partners can request parts, labor, or other work; owners review and turn approved items into a customer quote.
Available by planPartner payment ledger
Track authorized, requested, approved, paid, and disputed Partner amounts while customer finances stay private.
Available by planMoney-in and expense registers
Search payments and expenses by source, customer, vendor, amount, date, category, and status.
IncludedMatched operating profit
Recognize sales and direct costs in the correct period and follow every number back to its source.
IncludedReceipt and document capture
Scan, photograph, upload, replace, edit, remove, restore, and preserve history for financial proof.
IncludedBank transaction sync
Connect a supported bank account for consent-based transaction import, matching, and reconciliation.
Provider setup requiredTenant-isolated workspaces
Organization ownership and role checks protect records, files, links, and connected-service actions.
IncludedOwner, team, Partner and customer boundaries
Partner financials, customer links, platform administration, and owner records stay in separate access lanes.
IncludedProtected offline access
Authorized devices can stage essential work and reconcile it safely when connectivity returns.
IncludedExports and account controls
Business record exports, account recovery, closure safeguards, audit history, and support boundaries are built in.
IncludedAI on the current record
Summarize a work order, inspection, scan report, receipt, customer history, or financial view and draft the next communication.
Available by planShop-wide questions
Find customers and jobs, compare prices, run financial audits, explain financial movement, spot overdue work, and surface improvement opportunities.
Available by planAnswers with source records
Show the records, date range, documents, and calculations behind an answer instead of asking the shop to trust a black box.
Available by planControlled actions
AI can prepare a draft, but messages, money, status changes, and permanent records require a person to review and confirm.
Available by planYOUR SHOP DOESN'T HAVE TO FIT A TEMPLATE
Don't see what you need? Bring us the workflow.
Every shop has a process that generic software misses. Tell us about the feature, handoff, report, specialty service, or operating process your business depends on. Shop Intelligence was built by a shop owner, and we want the platform to keep learning from the people actually running the work.
Custom featureCustom processSpecialty service module
Tell us what your shop needs We'll review the fit, scope, and timing with you before anything is promised.SEE THE WHOLE WORKFLOW
See how Shop Intelligence fits your day.
Walk through the front desk, work board, diagnostics, customer approval, Partner work, and owner reporting with demonstration data.