Specialty Motorwerks CRM

01 — Shop Command Center · Leads, Sources, Conversion & Revenue

app.example.com/dashboard

Live · Last 30 days

Good morning, Dave — here's the shop today

This month ▾+ New Lead

Total leads

312

▲ 18% vs last mo

Appt. conversion

47%

▲ 6 pts

Closed jobs

118

▲ 11 vs pace

Avg response time

52s

▼ under 1 min

Revenue by lead source$284,600 total

🟢 Google Local Service Ads$104,200

⭐ Yelp$62,400

🌐 Website Forms$58,900

📞 Phone Calls$41,300

✍️ Manual Entry$17,800

Team performance

1

RM

Rosa M.

Service Advisor

44

2

JT

James T.

Service Advisor

37

3

LC

Luis C.

Front Desk

29

📵 Missed calls3 today

All 3 received an automatic missed-call text-back within 5 seconds. 2 already replied.

01 — Repair-Order Pipeline · New Lead → Future Service Reminder

app.example.com/pipeline

Repair-Order Pipeline

Every lead, from first call to next service

All advisors ▾+ Add Opportunity

◂ Scroll horizontally through all 11 stages ▸

New Lead6

Marcus Bell

🚗 2019 Ford F-150

🟢 LSA$680

Rosa Delgado

🚗 2021 Honda Civic

⭐ Yelp$420

Kevin Ortiz

🚗 2018 Jeep Wrangler

📞 Phone$310

Contacted5

Angela Price

🚗 2020 Toyota RAV4

🟢 LSA$540

Derek Nunez

🚗 2017 Chevy Silverado

🌐 Web$890

Appt. Scheduled4

Sandra Webb

🚗 2022 Subaru Outback

📅 Thu 9:00 AM

🟢 LSA$1,120

Tom Reyes

🚗 2016 BMW 328i

📅 Fri 1:30 PM

⭐ Yelp$760

Vehicle Checked In3

Marcus Bell

🚗 2019 Ford F-150

🔧 RO #4821 · Brake job

🟢 LSA$680

Estimate Sent3

Priya Shah

🚗 2020 Honda CR-V

📄 Est. sent · awaiting reply

🌐 Web$1,340

Estimate Approved2

Frank Delaney

🚗 2015 Ram 1500

✅ Approved via text

🟢 LSA$2,180

Waiting on Parts2

Nadia Farr

🚗 2019 Audi Q5

📦 Parts ETA Wed

⭐ Yelp$1,620

Vehicle Ready3

Gloria Vance

🚗 2021 Nissan Altima

🔔 Ready — text sent

🟢 LSA$540

Picked Up5

Henry Cole

🚗 2018 Mazda CX-5

✔ Job complete

🌐 Web$920

Review Requested4

Henry Cole

🚗 2018 Mazda CX-5

⭐ Google review sent

🌐 Web$920

Future Service9

Gloria Vance

🚗 2021 Nissan Altima

⏰ Oil reminder · 3 mo

🟢 LSA$540

01 — Marcus Bell · Contact, Vehicles & Unified Activity Timeline

app.example.com/contacts/marcus-bell

MB

Marcus Bell

📍 Schaumburg, IL

🟢 Google LSAVIP · 4 visits

💬 Text📞 Call✉️ Email

Contact details

📱(847) 555-0142

✉️marcus.bell@email.com

🗂️Stage · Vehicle Checked In

Vehicles

2019 Ford F-150

VIN ···8472 · 68,400 mi · Plate IL·MB1

2016 Honda Odyssey

VIN ···1130 · 102,300 mi · Family car

Everything in one profile

Activity Timeline

AllCallsTextsNotes

📞

Inbound call · 3m 20sToday · 8:42 AM

Marcus called about a brake noise. 🎙️ Call recording attached · Rosa M.

📅

Appointment bookedToday · 8:46 AM

Brake inspection · 2019 F-150 · Thu 9:00 AM. Confirmation text sent automatically.

💬

SMS · outbound (auto)Today · 8:46 AM

"Hi Marcus — you're booked Thu 9 AM for a brake inspection. Reply C to confirm."

📄

Estimate · RO #4821Today · 10:15 AM

Front + rear brake pads & rotors — $680.00. Synced from Tekmetric.

📝

Internal noteToday · 10:20 AM

Customer prefers text over calls. Mentioned a possible timing-belt job next visit. — Rosa M.

01 — Unified Inbox · Missed-Call Text-Back Thread + AI Chat Assistant

app.example.com/conversations

Inbox 4

🔍Search conversations

Marcus Bell2m

📵 Missed call — sorry we missed…

Priya Shah18m

Can you send the estimate again?

Frank Delaney1h

✅ Approved — go ahead

Gloria Vance3h

Thanks, picking up at 5!

MB

Marcus Bell

2019 Ford F-150 · (847) 555-0142

💬 SMS📞 Call✉️ Email

📵 Missed call · 8:41 AM · Voicemail (0:18) 🎙️

⚡ Auto · Missed-call text-back

Hi Marcus, sorry we missed your call at Specialty Motorwerks! How can we help with your F-150 today?

8:41 AM · sent in 4s

My front brakes are grinding pretty bad. Can I get in this week?

8:43 AM

Type a message…📝Send

✨

AI Chat Assistant

Suggested reply

"Sorry to hear that, Marcus! Grinding brakes should be looked at soon. We have Thursday 9 AM or Friday 1:30 PM open — which works? We'll text a firm estimate before any work."

Use replyEdit

Channels

💬 Two-way SMS ● live

📞 Call + recording ● live

🎙️ Voicemail drop ● live

✉️ Email ● live

📝 Internal note

Repeat customer — take good care of him. Prefers texting.

01 — Flagship Workflow · New LSA Lead → Instant Response Under 1 Minute

app.example.com/automations/new-lead-instant-response

Automation Builder

New lead from Google LSA → instant response

● ActiveEdit workflow

⚡ Trigger

New lead created

Source · Google Local Service Ads

💬 Action · 1

Send instant SMS

"Thanks for reaching Specialty Motorwerks…" · < 60s

✉️ Action · 2

Send welcome email

Shop hours, address & booking link

🔔 Action · 3

Notify service team

Push + internal alert to on-duty advisor

🗂️ Action · 4

Create pipeline opportunity

Stage · New Lead · assigned to advisor

Configured automations

📅

Appointment reminders

24h + 2h before · SMS & email

● On

📄

Estimate follow-up

Nudge at 1h, 1 day, 3 days if unapproved

● On

🔧

Repair status updates

Checked in · parts · ready — auto text

● On

⭐

Review request

After pickup · Google & Yelp link

● On

⏰

Service reminders

3 · 6 · 12 months after last visit

● On

🔄

Customer reactivation

No visit 9+ mo · win-back offer

● On

01 — Integration Hub · Tekmetric 2-Way Sync + Lead-Source Connectors

app.example.com/integrations

Integrations & Lead Sources

Everything flows into one CRM

🔧

Tekmetric

Shop management system · 2-way sync

● Connected · healthy

🔧

Tekmetric

⇄ via API · Zapier · Make.com

ROs · estimates · customers · vehicles

📊

GoHighLevel CRM

1,284

Customers synced

1,910

Vehicles

640

ROs / estimates

2m

Last sync

Lead-source connectors

🟢● Connected

Google Local Service Ads

104 leads this month · auto-captured

⭐● Connected

Yelp

61 leads this month · messages + calls

🌐● Connected

Website Forms

58 leads · embedded booking widget

📞● Connected

Phone / Call Tracking

Recording · missed-call text-back on

📘◐ Coming soon

Facebook Lead Ads

Phase 2 · lead-form auto-capture

✍️● Enabled

Manual Entry

Walk-ins & phone quotes · one tap

01 — GoHighLevel Mobile App · Lead Alerts, Two-Way Text & Pipeline

app.example.com · mobile-preview

Run the shop from anywhere

The whole CRM in your pocket, on the GoHighLevel app.

Dave and the advisors get every new lead as a push notification, reply by text with tap-to-call, and move repair orders through the pipeline — right from their phones, no laptop needed.

🔔

Instant lead notifications

Push the second an LSA or Yelp lead lands

💬

Text & call in one tap

Two-way SMS with tap-to-call built in

🗂️

Move deals on the go

Update pipeline stages from your phone

9:41📶 🔋

🔧Motorwerks

☰

🔔 New lead · Google LSAnow

Marcus Bell

2019 Ford F-150 · Brake job

💬 Marcus Bell📞

Front brakes grinding — can I get in this week?

Absolutely! Thu 9 AM or Fri 1:30 PM?

🗂️ Pipeline

New Lead6

Vehicle Ready3

📊🗂️💬👤⚙️

Specialty Motorwerks CRM — GoHighLevel Build

This is a GoHighLevel configuration, automation and integration engagement — not custom software. We configure your GoHighLevel account into a purpose-built auto-repair CRM: every lead from Google LSA, Yelp, your website, phone and manual entry lands in one system, each customer gets a unified profile, and an 11-stage repair-order pipeline plus a full automation suite runs the day-to-day. Built as a long-term partnership with ongoing optimization.

⚙️

Tech Stack

GoHighLevel (core CRM)

Zapier / Make.com

Webhooks + REST APIs

Tekmetric integration

AI Chat Assistant (OpenAI-style)

Google LSA · Yelp · Website · Call Tracking

GoHighLevel Mobile App

🧠

Core Technologies

GoHighLevel — The core CRM platform — pipeline, conversations, automations, dashboards & mobile app
Zapier / Make.com + Webhooks — Integration layer connecting Tekmetric & lead sources to GoHighLevel
Tekmetric — Shop management sync — ROs, estimates, customers & vehicles (API or middleware)
AI Chat Assistant — OpenAI-style model drafting replies to customer inquiries inside the inbox
Lead Sources — Google Local Service Ads, Yelp, website forms & call tracking captured into one CRM

📦

V1 Deliverables

✓

GoHighLevel account fully configured for Specialty Motorwerks

V1

✓

11-stage repair-order pipeline (New Lead → Future Service Reminder)

V1

✓

All lead sources captured into ONE CRM (Google LSA, Yelp, website, phone, manual)

V1

✓

Unified contact profiles with full activity timeline

V1

✓

Two-way SMS, calling, email + missed-call text-back, voicemail & call recording

V1

✓

AI chat assistant for customer inquiries

V1

✓

Full automation suite (instant response, reminders, follow-ups, reviews, service 3/6/12mo, reactivation)

V1

✓

Tekmetric integration (direct API or via Zapier / Make.com / webhooks)

V1

✓

All dashboards (leads, sources, conversion, revenue, LSA/Yelp, missed calls, response time, team)

V1

✓

GoHighLevel mobile-app setup for owner & team

V1

✓

Team onboarding + written documentation

V1

→

Facebook Lead Ads capture into the CRM

V2

→

Advanced AI (smarter inquiry handling & booking)

V2

→

Review-management dashboard & response workflows

V2

→

Expanded reactivation & win-back campaigns

V2

→

Reporting expansion + ongoing optimization

V2

🏛

Architecture Layers

LEAD SOURCES

Google Local Service Ads · Yelp · Website forms · Phone / call tracking · Manual · Facebook (Phase 2)

CRM CORE

GoHighLevel — 11-stage pipeline · unified contacts · conversations (SMS/call/email) · automations · AI chat assistant

INTEGRATION

Tekmetric ⇄ GoHighLevel via direct API · Zapier · Make.com · webhooks (ROs · estimates · customers · vehicles)

INSIGHT + ACCESS

Dashboards (leads · sources · conversion · revenue · LSA/Yelp · missed calls · response time · team) + GoHighLevel mobile app

ENGAGEMENT

GHL configuration + automation + integration + ongoing optimization — a long-term partnership, not custom code

Specialty Motorwerks CRM

CRM Dashboard

Good morning, Dave — here's the shop today

Lead Pipeline

Every lead, from first call to next service

Unified Contact Profile

Activity Timeline

Conversations

Automation Builder

New lead from Google LSA → instant response

Integrations & Lead Sources

Everything flows into one CRM

Mobile App

The whole CRM in your pocket, on the GoHighLevel app.

Deliverables

Specialty Motorwerks CRM — GoHighLevel Build

Tech Stack

Core Technologies

V1 Deliverables

Architecture Layers