Auto workshop blueprint

Bays, bookings and rego reminders running like a serviced engine.

Independent mechanics and workshops managing daily bookings and repeat servicing. The Mechanical blueprint keeps the vehicle, the job card and the next service date on one record.

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Sound familiar?

01

Double-booked hoists

Bookings in a diary, bays on a whiteboard, and chaos at 7:30am.

02

Approval delays stall the bay

Cars sit on the hoist waiting for a phone approval on extra work.

03

Customers lapse quietly

With no service reminder loop, regulars drift off to the franchise chains.

The Auto workshop blueprint

What installs when you pick Auto workshop.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Workshop Pipeline

  1. 1New Enquiry
  2. 2Booking Confirmed
  3. 3Vehicle In
  4. 4Quote Approved
  5. 5Completed
  6. 6Invoiced

Custom fields on top of the standard ones

FieldType
Vehicle Regotext
Vehicle Maketext
Service Typedropdown
Next Service Datedate
Quoted Totalcurrency
Insurer Claim Notext

Records it adds extra record types beside contacts, deals and jobs

  • Vehicles
  • Repair Orders / Job Cards
  • Inspections
  • Service Jobs

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Mechanical / Auto blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Mechanical / Auto blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Mechanical / Auto Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Mechanical / Auto blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Mechanical / Auto Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Mechanical / Auto blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Mechanical / Auto Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how auto workshops actually work.

  • Quotes you send are marked accepted and converted to an invoice in one click
  • Job cards move through the workshop pipeline instead of a whiteboard
  • Next-service dates can start the reminder sequence that brings regulars back
  • Parts picked from stock onto each job card

Blueprints stack. Run Auto workshop alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Automotive12 stages · New Enquiry → Post-Sale Follow-up HVAC6 stages · New Enquiry → Completed Electrical6 stages · New Enquiry → Completed & Certified

See all 25 blueprints →

Your auto workshop workspace, live in about two minutes.

Choose Auto workshop when you sign up and start the 21-day free trial. No card needed to look around.

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