No more forgotten quotes at your auto shop
Log every quote request in Google Sheets and get a daily list of quotes unanswered for over 48 hours so your team calls back.
The problem and the goal
Quote requests taken by phone end up on paper and nobody calls back the waiting customers, so they go to a competitor; the goal is for every request to get a callback within 48 hours and an up-to-date status, tracking how many quotes have had no follow-up for over 48 hours.
This team fixes the problem of quote requests jotted on paper that nobody follows up on: SaisitDevis turns each phone call into a row in Google Sheets with name, phone, vehicle and details, and the shop team can also type them in or send a photo. RelanceDevis builds every morning the list of quotes with no answer for over 48 hours, with name, number and what was agreed, and BilanDevis closes the week with how many quotes came in, were followed up, accepted and lost, plus the average callback time.
The team in this Circle
Turns each quote call into a row in the shared base, with name, phone, vehicle and details.
Needs: Google Sheets, the shop team types them in or sends a photo
Every morning lists the quotes with no answer for over 48 hours, with name, number and what was agreed.
Needs: Google Sheets, name and email of the person in charge
Every Friday reports how many quotes were received, followed up, accepted and lost, and the average callback time.
Needs: Google Sheets
No more forgotten quotes at your auto shop
How do I stop forgetting customers who asked for a quote by phone?
Keep every request in one shared Google Sheets base and get a morning list of the ones unanswered for over 48 hours, with name and phone ready to call.
Do I need to replace my shop software to use this?
No. The team works on top of Google Sheets, so you just keep quote requests logged there; the team can type them in or send a photo of what was written on paper.
Can I see how many quotes the shop loses for lack of follow-up?
Yes. Every Friday BilanDevis shows how many quotes were received, followed up, accepted and lost, plus the average callback time, so you can track progress.
