PERMISSION
Step 0 of 12
GW
GaryAdministrator
LIVE CALL HANDLER
Incoming call
Recognise the customer and guide the conversation naturally.
00:00
Call recording
Marketing & conversion
Phase 1 performance across sources and team members.
Total enquiries
42
This monthBookings
27
64% enquiry conversionDIY redirects
9
3 returned to bookDifficult customers
6
17% conversion rateBookings by marketing source
This month
Conversion by team member
Enquiries converted to bookings
Workshop flow
Live status of every vehicle
LIVE WORKSHOP
Vehicle status board
Drag vehicle cards between columns as work progresses.
WORKSHOP DIARY
Bookings
Appointments are colour-coded by category.
CUSTOMER DATABASE
Customers & vehicles
Contact information, vehicle history and communication consent.
| Customer | Contact | Vehicle | Last job | Total jobs |
|---|
FINANCE
Estimates & invoices
Itemised work, VAT, deposits and payment status.
| Document | Customer | Vehicle | Total | Deposit | Status | Actions |
|---|
INVOICE SETUP
Invoice presets
Create reusable invoice and estimate lines with prices, VAT settings and internal notes.
Invoice item library
These presets appear in the invoice and estimate creator.
COURTESY VEHICLES
Courtesy-car schedule
Two cars, with conflict prevention and condition notes.
Upcoming allocations
Collection and expected return
USER MANAGEMENT
Users & permissions
Manage staff access, roles and account status for the Techlett Demo Garage system.
System users
Only administrators can edit this list.
| Name | Contact email | Role | Status | Last login | Actions |
|---|
ADMINISTRATION
Job types & questionnaires
Edit categories, questions, colours and prices without changing code.
Job types
INCOMPLETE WORK
Live drafts
Resume bookings and estimates that were started from calls but not finished.
SECURE INTEGRATIONS
API settings
Add provider keys once, then the app uses the backend for searches, messages and payments.
STAFF UTILITIES
Tools
Quick workshop utilities for texts, subcontractor pricing and future Techlett Demo Garage helpers.
AUDIT TRAIL
Logs
Texts, edits, bookings, invoices and admin actions in one searchable history.
CONTENT OPPORTUNITIES
Marketing intelligence
Useful answers captured during calls, grouped for Danny's review.
CUSTOMER JOURNEY
Communications engine
Automated reminders, audio messages and nurture sequences.