Fix the leakthat costs youthe most jobs.
76 automations for trades and auto shops, sorted by where work slips away, from the first call to the last invoice. Pick the ones that match your problems and text us the list. We set them up and run them.
Each fix is quoted from your numbers. Not sure where to start? Get a free open-quote audit.
Filters the list below.
Every fix, sorted by where the money leaks.
Search for your problem or tap a stage. Add the fixes you want to your list, then text it to Chase in one tap.
Problem lines are paraphrased from what owners say on trade forums, or written by us to describe the problem. None of them are from our clients.
76 of 76
Getting found
More of the right calls, and knowing where they came from.
7 fixes-
Text QUOTE to get a price
Paying $60 a lead for leads that never pick up.
A keyword on your trucks, signs and yard signs. Anyone who texts it becomes a tracked lead with a reply in seconds.
Works with any package, or on its own.
Quote -
Know which ad made the phone ring
No idea if the truck wrap, the sign or Google made the phone ring.
Each truck, sign, mailer or ad gets its own landing page with a QR code and short link, so visits, taps to call and quote requests are counted by source. Where people dial straight off the sign, that spot can get its own number too. You get a plain monthly report.
Works with any package, or on its own.
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Google profile kept up to date
Hours are wrong, photos are from 2019, and nobody has time to fix it.
We keep your hours, photos and services current and flag it when your newest review is getting old.
Works with any package, or on its own.
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New permits become new GCs
General contractors already have their subs. No way in.
Each week we pull new permits in your area and send the listed GC an intro email, your capability sheet and polite follow-ups. Email only.
See how it worksPairs with Commercial Accounts or Quote Closer Desk.
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Property managers send you work
Property managers have their vendors. Hard to get on the list.
A work-order line for property managers, a photo report after every job, and a quarterly summary they can forward to owners.
See how it worksPairs with Commercial Accounts.
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Inspectors and realtors send you jobs
Fifteen years on word of mouth, and the referrals are drying up.
A partner link for home inspectors and agents. They send a job, get a thank-you right away and a status update when it books.
Pairs with Commercial Accounts or Revenue Engine.
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Vendor packet in one tap
A property manager asks for your COI and W-9 and it takes two days to find them.
Your insurance certificate, W-9, license, rates and response time go to any property manager or GC in one tap.
Pairs with Commercial Accounts.
Quote
Answering
Nobody who calls or fills a form waits long enough to try someone else.
7 fixes-
Every call answered after hours
My phone rings while I'm on the roof.
Your cell rings first. If you can't pick up, an AI answers, sounds natural, books the visit or passes the call to you. Calls may be recorded or transcribed.
Pairs with Every Quote Chased or Phones Off the Counter.
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No missed caller left waiting
Called 3 contractors and only one called me back.
A missed call gets a text back asking what the job is, the address and a good time to talk. Auto shops send a link to book a diagnostic.
Comes with Every Quote Chased or Phones Off the Counter.
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Every web lead answered in a minute
The same lead goes to four other companies. First to answer wins.
Website and Facebook form leads get a text and an email within a minute. It stops the moment they reply.
Comes with Every Quote Chased or Phones Off the Counter.
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First to the hot lead
By the time I call back, they've booked someone else.
A new lead rings your cell. Pick up and you're connected to them on the spot.
Works with any package, or on its own.
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Real emergencies only at 11pm
11pm calls: I can't tell a real emergency from one that can wait.
An AI picks up night calls, sounds natural and sorts them into urgent and can-wait. Urgent rings the on-call tech. The rest are booked for the morning. Calls may be recorded or transcribed.
Pairs with Quote Closer Desk.
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No half-empty leads
Leads come in with half the info: no address, no photos.
Follows up by text until the address, photos and job type are in. Most jobs can be priced without a phone call.
Works with any package, or on its own.
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Hot leads first
I call the tire-kickers first and the real job goes cold.
Each new lead is read for job type, size, timeline and area. Hot ones ring or text you right away with a one-line summary. The rest get the normal instant reply. The customer never sees the score.
Pairs with Quote Closer Desk or Commercial Accounts.
Quote
Quoting
Fewer wasted drive-outs and quotes that are easier to say yes to.
6 fixes-
Price range before the truck rolls
I drive out to look at jobs that were never going to buy.
A quote widget on your site turns your price list into a ballpark range, then a lead with the details filled in.
Pairs with Every Quote Chased.
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Photo to estimate range
Half my drive-outs are for jobs I could have priced from a photo.
The customer texts photos. AI drafts a range from your own price book and you approve it with one tap before it goes out.
See how it worksPairs with Quote Closer Desk.
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Walk in knowing the job
The crew shows up without the notes or the gate code.
Before a site visit you get a text with the lead's answers, their photos and a map pin.
Comes with Quote Closer Desk.
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Proposals written for you
I write proposals at the kitchen table at night.
Your voice memo or job notes turn into a clean proposal draft with your logo. You check it and send it.
Pairs with Every Quote Chased.
Quote -
Good, better, best options and a lender link
Big jobs stall on 'we need to think about the money.'
Every quote goes out as three options plus one add-on, with a link to your own financing lender. We never show an APR.
See how it worksPairs with Every Quote Chased or Quote Closer Desk.
Quote -
Know when they open the quote
Did they even open the quote?
Your phone buzzes when a customer opens the quote. Call then and it's still in front of them.
Pairs with Every Quote Chased.
Quote
Closing
Where most of the money sits: quotes that never got a yes or a no.
7 fixes-
Every Quote Chased
I get ghosted after estimates all the time.
Texts and emails at day 2, 7, 30 and 60, including a plain 'price or timing?' question. Stops on any reply, a win, a loss or STOP.
Comes with Every Quote Chased.
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Follow-up that answers their questions
They had questions, I was on a job, and they went with someone else.
An AI keeps the quote conversation going from a fact sheet you approve and sounds natural. It answers common questions, never makes up a price, books the second visit and texts you when they sound ready.
See how it worksPairs with Quote Closer Desk.
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Old quotes turned into jobs
No time to look back at every job I bid.
One careful pass over the last 12 months of open quotes. Email by default, texts only to people who opted in, a few dozen a day.
See how it worksPairs with Every Quote Chased or Quote Closer Desk.
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Know why you lost
I never know if I lost on price or timing.
Asks lost customers one quick question (price, timing or went elsewhere) and gives you a monthly report of the answers.
Pairs with Every Quote Chased.
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Signed and deposited
No money down and no signed contract means no work.
The moment they say yes, they get the contract to sign and a deposit link. Scheduling follows on its own.
Pairs with Every Quote Chased.
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Change orders from your phone
Customer added work by text, then argued about the bill.
Extra work goes out as a change order they sign by text before the crew starts on it.
Pairs with Every Quote Chased.
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Calls that should have booked, booked
Whoever answers says 'uhh, let me get Steve.'
Included in Revenue Engine and Full Bays, add-on elsewhere. Office calls are reviewed after they end. You get a callback list of calls that could have booked and a weekly scorecard. Callers hear a recording notice first, and we set it up with you.
See how it worksPairs with Revenue Engine or Full Bays.
Quote
Scheduling
People show up, holes in the day get filled.
5 fixes-
Booked, reminded, shows up
No-shows. We need deposits or a late-cancel fee.
A booking calendar, reminders a day and two hours before, reschedule by reply, a rebook text after a no-show and an optional card on file.
Works with any package, or on its own.
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Cancellations refilled
A cancellation leaves a hole nobody fills.
When a slot opens, the next person on your waitlist gets a text offering it.
Works with any package, or on its own.
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Slow days filled
Tomorrow's board is half empty and I find out at 4pm.
When tomorrow looks light, past customers who are due and opted in to texts get an offer to come in. Everyone else gets an email.
See how it worksPairs with Declined Work Comes Back or Quote Closer Desk.
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Booked by neighborhood
Random one-offs wreck my whole day.
Customers book themselves, but only on the days your trucks are already in their part of town.
Comes with Quote Closer Desk.
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On-my-way texts
People call twice asking when we'll get there.
An arrival window the night before, then a text with about how many minutes out your tech is when he taps On my way, worked out from the drive.
Comes with Quote Closer Desk.
Quote
The job
Customers know what is happening without calling you.
6 fixes-
Fewer "is it ready?" calls
They call within the hour: 'You'll have it done today, right?'
Dropped off, waiting on parts and ready texts go out as the status changes, with a tap-to-pay link at the end.
Comes with Phones Off the Counter.
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Customers know where their job is
No timeline, no updates. We lose repeat customers over it.
Tomorrow's window the night before, and a photo of the day's work when the crew taps done.
Pairs with Every Quote Chased.
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Crew brief at 6pm
The crew shows up without the notes or the gate code.
Every crew lead gets tomorrow's jobs, addresses, notes and gate codes by text the night before.
Comes with Quote Closer Desk.
Quote -
No forgotten callbacks
My carpenter never called her back about the siding.
Tracks punch-list and warranty callbacks. Keeps the customer posted and keeps reminding the crew until it's closed.
Pairs with Every Quote Chased.
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Parts in, car rebooked
The car sits waiting on parts and nobody tells the customer.
When parts arrive, the customer gets a text with a link to book the install.
Pairs with Phones Off the Counter.
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Job report the customer keeps
Customer calls back a week later asking what we actually did.
The tech texts quick notes and a few photos from the job. We turn them into a clean job summary: the problem, what was done, parts and readings, next service. One tap to approve, then it goes out with the invoice and saves to the customer record.
Pairs with Every Quote Chased or Commercial Accounts.
Quote
Getting paid
Money in faster, with less chasing.
3 fixes-
Paid on completion
You don't need 30 days to walk to your desk and write a check.
Your tech taps done on his phone and the customer gets the invoice with a card link right away, then polite reminders at 3, 7 and 14 days. For shops not already invoicing in Jobber, Housecall Pro, Tekmetric or Shopmonkey.
Pairs with Every Quote Chased or Quote Closer Desk.
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GCs pay on time
Chasing late invoices is the most stressful part of the job.
Statement reminders go to the accounts payable office at each GC you work with, on a schedule, plus an aging report that shows who's late.
See how it worksPairs with Commercial Accounts.
Quote -
Failed cards rescued
Plans quietly drop off when a card expires.
Retries the card and texts the member a link to update it, before the plan lapses.
Pairs with Revenue Engine.
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Reviews
Ask first, then everyone gets the link. No rewards.
4 fixes-
Reviews from every finished job
Thousands of customers and 7 Google reviews.
Every finished job gets a short "How did we do?" text. If they say good, the review link goes out right away. If not, we ask what went wrong and send it to you to make it right, then they get the same link. No rewards.
Comes with Every Quote Chased or Phones Off the Counter.
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Bad review alert
A 1-star sat there for a week before I saw it.
You get an alert the moment a 1 to 3 star review posts. It never blocks anyone from reviewing.
Comes with Every Quote Chased or Phones Off the Counter.
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Never look stale on Google
Our newest review is from last spring.
A monthly review goal and an alert after 30 days with no new review.
Works with any package, or on its own.
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Tap-to-review card
Maybe 1 in 20 actually leaves one.
A card with a QR code and tap chip left on the job. It opens your review page.
Works with any package, or on its own.
Quote
Repeat work and referrals
Work from people who already paid you once.
10 fixes-
Declined Work Comes Back
They say they'll do it some other time, and I never see them again.
Every declined repair gets a follow-up at 30, 90 and 180 days with the tech's photo, the quoted price held and a link to book.
See how it worksComes with Declined Work Comes Back.
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Bad weather, your past customers hear from you first
After a windstorm they call whoever is top on Google.
When a freeze, windstorm, heat wave or heavy rain is on the way, your own past customers in the area get a heads-up and an offer to check their system or roof.
See how it worksPairs with Revenue Engine.
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Every unit on file, warranty registered
Warranty never got registered, now it's a $10k compressor.
Snap the data plate. AI reads the model and serial, the unit goes in your ledger and we handle the manufacturer registration.
See how it worksPairs with Revenue Engine.
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Replacement before it breaks
Their 15-year-old unit dies and they call whoever's top on Google.
Units 10 to 15 years old get a replacement check offer before they fail. Works from the unit ledger.
Pairs with Revenue Engine.
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Yearly tests rebooked
The water district mails the backflow notice to the homeowner, not me.
Backflow, fire, septic and chimney due dates tracked. The owner or property manager hears from you before the notice lands, and the test gets booked.
See how it worksPairs with Commercial Accounts or Quote Closer Desk.
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Service due, booked
They meant to come back for the oil change and forgot.
Reminders by time or mileage, only where your shop system doesn't already send them. Texts go to customers who opted in.
Pairs with Declined Work Comes Back.
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Past customers come back
Do the job, get paid, never contact them again.
One comeback wave to past customers. Email first, texts only to the ones who opted in.
Pairs with Revenue Engine.
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Customers who send friends
Happy customers say they'll refer us and never do.
A referral ask sent apart from the review ask, with a code to track it and a thank-you when the friend books.
Works with any package, or on its own.
Quote -
The one-year check-in
A year after the remodel, they forget who we were.
On the anniversary of a remodel, roof or install, the customer gets an offer for a walk-through or warranty check.
Pairs with Every Quote Chased.
Quote -
Contracts and COIs renewed on time
Commercial contracts and COIs expire before I notice.
Reminders at 60, 30 and 7 days before a commercial contract or insurance certificate runs out.
Pairs with Commercial Accounts.
Quote
Team and hiring
Hires who show up and a crew that needs you less.
3 fixes-
Hires who show up
Hired him, two great weeks, then no-call no-show four days in a row.
A careers page, an instant text to every applicant, interview booking, reminders and a day-one confirmation.
See how it worksWorks with any package, or on its own.
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Crew questions answered
New guys call me all day with the same questions.
A help line for your staff that answers from your own documents: policies, specs and what to quote for small add-ons.
Pairs with Revenue Engine or Full Bays.
Quote -
Crew clock-out nudge
The crew forgets to clock out and I fix it after.
A reminder text to each tech when their shift should end.
Works with any package, or on its own.
Quote
Admin and owner time
Less of your night spent on paperwork.
8 fixes-
Your own CRM
I can't see what the system is doing until the report comes.
Your own login and phone app. Every lead, call, text and quote in one place, the pipeline by job stage, who called and from where, and the same dashboard we pull your report from.
Add-on to any package. Included in Everything Handled.
From $497 + $97/mo -
One number at 7am
I spent $7k on marketing and can't tell what it did.
A morning text and a Friday scorecard: calls, quotes out, quotes won back, reviews and cash in.
Comes with Revenue Engine. Also pairs with Quote Closer Desk.
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Close the job in one tap
Invoices and receipts at 9pm every night.
Tap done and the invoice, review ask, warranty note and photo log all go out together.
Pairs with Every Quote Chased.
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One inbox
Texts, Facebook, email and voicemail, all in different places.
Texts, Facebook messages, email and calls in one app on your phone.
Comes with Every Quote Chased or Phones Off the Counter.
Quote -
Customer portal
They text me for the invoice, then the photos, then the warranty.
One link per customer that holds their quotes, invoices, photos and documents.
Pairs with Revenue Engine or Commercial Accounts.
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What customers say about you and them
A competitor keeps getting the jobs and I don't know why.
A monthly brief on what reviews say about you and your nearest competitors.
Pairs with Quote Closer Desk or Declined Work Comes Back.
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Every truck, one screen
Two trucks out and I can't see what either one did today.
Response time, booking rate, open quotes and cash in for each crew or location on one screen.
Pairs with Revenue Engine.
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Email inbox sorted and drafted
Quote requests get buried under supplier spam and I find them three days late.
Every email gets sorted: new job, existing customer, supplier, bill, junk. New-job emails text you right away, and replies are drafted from your fact sheet. You tap send. Nothing goes out on its own.
Works with any package, or on its own.
Quote
Cash flow
Steadier money through the slow months.
4 fixes-
Milestone billing on autopilot
GCs pay in 90 days and I'm floating the materials.
Progress invoices go out at each phase of the job without you remembering to send them.
Pairs with Quote Closer Desk.
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Members who pay every month
Winter is scraping by, duct cleaning and selling filters.
A plan offered after every job, with the terms shown, a checkbox to agree, a renewal notice and one-click cancel. Tune-ups book themselves.
See how it worksPairs with Quote Closer Desk, Revenue Engine or Full Bays.
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Winter booked in fall
Feast or famine. Bills don't stop in winter.
Before the slow season, past customers get an early-booking offer for winter work. Email first, texts to those who opted in.
Pairs with Quote Closer Desk.
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Cash in the slow months
January is dead and payroll isn't.
Prepaid service packages and gift cards sold ahead of the slow season.
Works with any package, or on its own.
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Other businesses
For shops outside the trades. On request.
6 fixes-
Second visit booked before they leave
New clients come once and never book the second visit.
A rebook flow right after the first visit, for med spas, salons, dental offices and gyms.
On request, on its own.
Quote -
Comments become leads
People comment 'price?' and nobody answers.
One private reply to each comment on your posts, inside the window Meta allows.
On request, on its own.
Quote -
DMs answered at midnight
DMs sit for a day and the customer moves on.
An AI replies to DMs from a fact sheet you approve, sounds natural, and hands off to you when it should.
On request, on its own.
Quote -
Birthday and anniversary offers
Regulars drift off and we never notice.
Date-based offers to customers who opted in.
On request, on its own.
Quote -
Text club that fills slow days
Monday afternoon the place is dead.
A QR code on the counter or tables, or "Text JOIN", signs people up with the consent line. You pick a slow window and one tap sends that week's offer. Birthdays and holidays are scheduled. STOP is honored and texts hold during quiet hours.
On request, on its own.
Quote -
Documents in without the chase
Half of tax season is chasing clients for the same five documents.
Each client gets a checklist link for their service, with secure upload. Polite reminders go out on day 3, 7 and 14 until every item is in. Your staff sees a done and missing board.
On request, on its own.
Quote
No fix matches that yet. Text us the problem and we'll tell you if we can build it.
Sixteen fixes with their own page.
These are the ones we'd look at first for most shops. Each page has a working example and the questions owners ask about it.
- Property managers send you workSteady work orders from accounts that already have budgets.
- AI follow-up that answers their questionsKeeps a quote conversation going while you're on a job.
- Old quotes turned into jobsA one-time pass over quotes you already wrote.
- Members who pay every monthMonthly money that doesn't stop in winter.
- Calls that should have booked, bookedA callback list from your office calls. Included in the top packages.
- New permits become new GCsA weekly list of who's about to need a sub.
- Declined Work Comes BackBrings back the repairs customers said no to.
- Good, better, best options and a lender linkThree options and a lender link on every quote.
- Bad weather, your past customers hear from you firstPast customers hear from you before the storm.
- Yearly tests rebookedTests that come due every year, booked every year.
- Every unit on file, warranty registeredModel, serial and install date for each one.
- Photo to estimate rangeA range from photos, approved by you.
- GCs pay on timePolite statements and an aging report.
- Slow days filledLight days get offers out to people who are due.
- Hires who show upApplicants answered fast and reminded to show.
- Your own CRMYour own login and phone app. See it live instead of waiting for the report.
Same terms on every fix.
One fix or ten, it works the same way.
- Starts at the from-price on the card.Your exact number comes from the free audit. You'll know the setup fee and the monthly before anything starts.
- 3 months, then month to month.No auto-renew term. After the first three months, cancel by text and it runs to the end of the month you've paid for, then stops.
- You own your contacts and your number.If you leave, you get a contacts file and your number ported to you. It's written into the agreement.
- Live about a week after text approval.Phone carriers approve business texting first, and they set that timing. Once they do, we're usually live about a week later.
- We build around your software.On Jobber or Housecall Pro, we skip the pay links and on-my-way texts they already send. On Tekmetric, we skip service reminders. You don't pay twice.
Fair questions.
Can I buy just one fix?
Yes. Any fix can go in on its own. If your list starts to look like one of the packages, we'll say so and show you both.
Why does every fix say "Quote"?
The work depends on your numbers: how many quotes, calls, jobs or past customers it touches. We price it after the free audit, so you see a real number for your shop.
Will you text my customers without asking?
No. Texts go only to people who asked you for something, like a quote or a booking, or who opted in. Old quotes and past customers get email unless they opted in to texts. No cold texts, and no AI calling anyone.
Does the AI sound like a robot?
No. Anything that answers a call or a message sounds like someone at your shop, and it never lies if someone asks whether it's a person. Calls may be recorded or transcribed. For auto shops it books a diagnostic and never quotes a repair price over the phone.
Do you only send the review link to happy customers?
No. Every finished job gets a short "How did we do?" text first. If they say good, the review link goes out right away. If not, we ask what went wrong and send it to you to make it right, and after the fix, or a few days later, they get the same link. No rewards for leaving one. A low rating sends you an alert so you can reply. It never stops anyone from posting.
Don't see your problem?
Text it to Chase. Plenty of these started as one owner's problem, and if it's something we can build, we'll tell you.
Pick the fix. We'll price it from your numbers.
Text Chase your list, or just the problem that costs you the most. We'll run the free audit with you and say which fix pays back first, if any.