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Mobile Mechanic CRM & Automation Setup

Set up a system to organize leads, customer information, quotes, appointment confirmations, and follow-up in one place. Best for mechanics who are losing messages, forgetting follow-ups, or managing everything manually.

Full Name

*

Business name

Email Address

*

Phone number

*

What city/state do you operate in?

*

How are customers currently reaching you?

*

(select all appropriate answers)

Phone calls

Text Messages

Facebook

Instagram

Google Business

Website

Meta Ads

Referrals

Other

How are you currently keeping track of leads and customers?

*

Mostly texts / phone

Notes app

Spreadsheet

CRM

I don't really have a system

Other

What are you struggling with most?

*

Leads getting forgotten

Slow follow-up

Collecting vehicle/customer information

Sending quotes

Scheduling

Appointment confirmations

No-shows

Follow-up after quotes

Asking for reviews

Keeping customer records organized

Other

About how many customer inquiries do you receive per week?

*

A

0-5

B

6-15

C

16-30

D

31-50

E

50+

What would you want the system to handle automatically?

*

Would you want me to build the system for you, manage it for you, or both?

*

A

Build/setup only

B

Ongoing management

C

Both

D

Not sure yet

How soon are you looking to improve your system?

*

A

Immediately

B

Within 30 days

C

Within 1–3 months

D

Just researching

Mobile Mechanic CRM & Automation Setup

Full Name

Business name

Email Address

Phone number

What city/state do you operate in?

How are customers currently reaching you?

How are you currently keeping track of leads and customers?

What are you struggling with most?

About how many customer inquiries do you receive per week?

What would you want the system to handle automatically?

Would you want me to build the system for you, manage it for you, or both?

How soon are you looking to improve your system?

Anything else I should know about your business or current workflow?