Leads, inquiries and follow-ups
Work gets lost between "give me a call" and the estimate. ShopJig keeps every inquiry on a board, puts the call-backs on Today, and shows which sources and events actually bring in paying work.
Inquiries
What it does
Leads & follow-ups, in plain terms
A lead source on every customer
Where they first heard of you (from your own list), who referred them and when they first got in touch. Customers who come in through the website get "Website" by themselves, and check-in asks for new ones.
Inquiries, first call to won
New, contacted, visited, estimate sent, won or lost with a reason. Make estimate turns an inquiry into a job with the customer, vehicle and what they want already filled in. Website forms open inquiries too.
Follow-ups on Today
Dated call-backs on a customer or an inquiry, with an owner. The ones due show up on Today, so nobody has to remember Thursday.
Reminders, not robots
ShopJig adds a follow-up when an estimate hasn't been approved after 7 days, or an inquiry has gone quiet for 5. Both are settings. It creates tasks for people, never messages to customers.
Events and who came
Log a ride, a show or an open house and its attendees. Afterwards, message them by email or text (only those who've opted in), and set a follow-up for each a few days out.
The lead report
Revenue by lead source, how many inquiries each source turns into work and how fast, why you lost the rest, and the customers each event brought in.
Screens
How it fits the flow
How it fits the flow
- Quote (this module)
- Check-in
- Job
- Fab
- Invoice
- Books
Where it sits in the flow
Leads come before the quote. A phone call, a walk-in, a website form or someone you met at a ride becomes an inquiry; a follow-up keeps it from going cold; Make estimate turns it into a job; and once the estimate is approved or the vehicle is checked in, the inquiry is marked won by itself. The lead report then shows which sources the paid work came from.
Questions
Is this a full marketing system?
No. It's built for a shop's sales, meaning inquiries, call-backs and events. It doesn't run email campaigns or drip sequences, and nothing goes out unless someone presses send.
Who gets event messages?
Only attendees who can be reached and have agreed. Texts need consent to texts and wait out your quiet hours, and by default both emails and texts need marketing opt-in. You see who gets what, and why not, before you send.
Is it in the app?
Yes. Inquiries, follow-ups, events and the lead report are on the iPhone and iPad as well as the web.
Works with
Jobs & board
Every job on one board, from scheduled to ready, with appointments, standard job packages, estimates sent by text or email, approval by link and a hand-over that invoices, takes payment and closes the job.
Learn moreWebsite & store
The shop's own website and store on the same system: fitment, "my truck" and VIN lookup, add-ons and required questions, a checkout with address suggestions and financing, gift cards, customer accounts, guest order lookup, a page builder, dealer pricing, SEO and your own branding.
Learn moreTeam, roles & chat
Roles and permissions the owner can edit, two-step login for owners and office, shop iPads that open with each tech's PIN, an audit log, team chat with @mentions and job threads, and sign-in by phone code, email, Google or Apple.
Learn moreEarly access
Become a founding shop
We're opening ShopJig to a small group of founding shops. You get a walkthrough on your own kind of work, hands-on help getting set up, and a direct line to the people building it. Pricing isn't public yet.