SYFURY
GARAGE
CO.
Shop Management
+ NEW CUSTOMER
+ QUICK BOOK
+ NEW JOB
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Intake Form
NEW
CUSTOMER
✕
First Name
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Phone
Email
Source / How they found you
Select...
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Repeat Customer
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Other
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Make
Model
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Plate
VIN Decode
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Decode
Address
Notes
NEW
LEAD
✕
Name
Phone (optional)
What do they need?
Quoted Amount
Status
New
Quoted
Scheduled
Closed
Source
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Car Meet
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Text
Other
Notes
⚡ QUICK
BOOK
✕
Customer
—
✕
What do they need?
Vehicle
— optional, add when they arrive if unknown
Year
Make
Model
VIN Decode
Decode
Date
Time
Quick Note (optional)
Source
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New Customer
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New Job
ADD
VEHICLE
✕
Year
Make
Model
Color
Plate
VIN Decode
— paste full VIN to auto-fill
Decode
Modifications
SCHEDULE
JOB
✕
Date
Time
Notes
EDIT
CUSTOMER
✕
First Name
Last Name
Phone
Email
Source
Select...
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Referral
Car Meet
Phone Call
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Repeat Customer
Other
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New Lead
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Address
EDIT
VEHICLE
✕
Year
Make
Model
Color
Plate
VIN Decode
— paste full VIN to auto-fill
Decode
Modifications
EDIT
JOB
✕
Service
Customer Concern
Finding
Recommendation
Work Performed
Mileage In
Mileage Out
Next Service Reminder
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Quote Reference
NEW
JOB
✕
Customer
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Vehicle
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Customer Concern
Mileage In
Status
Estimate
In Progress
Services / Line Items
+ ADD SERVICE LINE
MARK AS
DECLINED
✕
Reason Customer Declined
Select reason...
Budget concern
Not urgent right now
Price too high
Going elsewhere
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Notes
Follow-Up In
30 days
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