MODULE 09 · LEADS & BOOKING← CAPABILITY MATRIX
09.
Module · Leads & Booking

Turn a form, a call, or a walk-in into a clean record.

Leads arrive from the public booking page, the AI receptionist, the phone line, or a staff member's notes. They all land in the same pipeline — tagged by source, matched to existing records, ready to quote.

Capability Sheet

Inside the module.

Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.

09.A
Capability

Public booking page

A tokenised URL per shop. Customers pick a vehicle, a service, and a time. No login. The lead drops into the CRM tagged with source.

Why it matters

Turn your website into a booking tool without adding another SaaS.

09.B
Capability

Auto-customer creation

If the phone or email doesn't match, a customer is created. If it does, the lead links to the existing record.

Why it matters

The customer database stays clean. No duplicate 'John Smith' entries from the same phone.

09.C
Capability

Vehicle matching

VIN, plate, or make/model lookup. Matches on exact first, then fuzzy.

Why it matters

The 2019 Q5 you saw in November is the same one in March — linked automatically.

09.D
Capability

Service parsing

Request mentions 'ceramic, interior' — the CRM maps those strings to your service catalog.

Why it matters

You don't re-type or re-categorise. The quote is half-built by the time you read the lead.

09.E
Capability

Lead statuses

New, contacted, quoted, won, lost. Move through the funnel with a click.

Why it matters

You actually see the 30 quotes in flight instead of a mixed inbox.

09.F
Capability

One-click lead → quote → order

From a new lead, generate a quote with pre-filled customer, vehicle, and services. Convert to an order on acceptance.

Why it matters

Zero retyping at every step, even though three records live under the scene.

09.G
Capability

Source & UTM on every lead

Every lead knows where it came from. Feeds the Marketing module automatically.

Why it matters

Attribution that just works, with no human discipline required.

Integrations

Powered by.

UTM parsingPublic booking tokens
END OF MODULE 09 · LEADS & BOOKINGSTART HERE

Ready to run
a shop?