01
Set up the operating core
Add the services, pricing, staff, availability, and Stripe connection your team needs to run the next job correctly.
MOVING SYSTEMSCONTROLLED CHANGE · ACTIVE WORK FIRST
A controlled move
Move to Auto Detailing CRM
Bring your customers, vehicles, services, and business history with you.
The transition
Three stages. No blind cutover.
The goal is continuity: configure the core, prove it on live work, then expand.
02
Move active work first
Start new calls, website leads, customers, vehicles, quotes, orders, approvals, and payments in Auto Detailing CRM.
03
Retire the old workflow on your schedule
Keep the previous system available for historical lookup while the team proves the new workflow on real work.
The new operating path
Put the next job on one record.
Six connected capabilities replace the handoffs that make a system change feel larger than it needs to be.
Calls01
AI receptionist inside the CRM
English and Spanish calls can become summaries, leads, or bookings without a separate front-desk inbox.
Website02
Keep the site customers already use
WordPress, Contact Form 7, WooCommerce, and custom forms can feed signed website leads into the operating workflow.
Vehicles03
Build history around the car
VIN, plate, body type, condition, photos, services, approvals, payments, and return visits stay connected.
Approval04
Protect the exact sold scope
In-person or remote signatures preserve the approved order snapshot and expose stale or revoked status after protected changes.
Checkout05
Collect through Stripe
Tap to Pay on iPhone, Stripe Terminal, deposits, balances, tips, payment links, and receipts remain attached to the order.
Margin06
Close with the real job result
Materials, inventory usage, vendor bills, subcontractor cost, collected revenue, and gross profit reach the owner view.
Your rollout, under control
Change the workflow without gambling the shop.
01
Historical records stay available
The old system can remain your reference for completed history while new and active work moves into Auto Detailing CRM.
02
Customers see only what you release
Introduce the new booking, approval, payment, and receipt flow when the shop is ready to use it.
03
The team learns one complete job
Prove the path from first contact to paid order before expanding the rollout across every employee and workflow.
04
Confirm migration scope before you move
If bulk data migration is a requirement, define the exact records and fields during a walkthrough before making the transition plan.
Moving FAQ
Know the plan before you move.
01
Do I need to move every historical record before starting?
No. A shop can begin with new and active work while keeping its previous system available for completed history. This avoids turning the first day into a risky all-or-nothing migration.
02
Can I run both systems during the free trial?
Yes. Keep the current system available while the team runs selected new work in Auto Detailing CRM. Move more of the workflow only after the shop is comfortable with the result.
03
Can I keep my existing WordPress or WooCommerce website?
Yes. Signed webhook intake supports WordPress, Contact Form 7, WooCommerce, and custom forms, so the public site does not need to be rebuilt just to start using the CRM.
04
What happens to payments from the old system?
Existing transaction history remains with the system and processor that created it. New Auto Detailing CRM payments run through the shop's connected Stripe account and stay attached to the new order record.
05
What should the shop configure first?
Start with the service menu, prices, availability, staff access, Stripe connection, and one complete customer-to-payment workflow. Secondary settings can follow after the core path works.
06
How long does the move take?
It depends on the size of the service menu, team, and historical-data requirements. The controlled approach is to configure the essentials first and move active work in stages instead of waiting for a perfect one-day cutover.
Start with active work
Move the next job. Keep the past available.
Prove Auto Detailing CRM on the work arriving now, then expand the rollout with evidence instead of assumptions.