ShopOps
Conversion
See how effectively opportunities move from calls to appointments to approved work.
ShopOps · One job
Turn every customer opportunity into more revenue.
Make the right action obvious and easy to execute.
Never let an opportunity fall through the cracks.
The ShopOps revenue loop
Every
opportunity
captured.
Every customer moved forward.
- Marketing
- Calls
- Leads
- Appointments
- Arrival
- Estimates
- Approvals
- Workflow
- Checkout
- Pickup
- Reviews
- Referrals
- Next Sale
Leadership visibility
Know the pulse of your business.
ShopOps watches the entire revenue loop and surfaces what needs attention — so leadership knows what’s working, what’s stalled, and where revenue is at risk.
Stalled Opportunities
Know which customers, estimates and approvals need attention now.
Revenue Pipeline
See potential, approved and completed revenue across the customer journey.
Revenue at Risk
Identify declined work, missed follow-ups and opportunities that can still be recovered.
Next Actions
Give every team member a clear view of what needs to happen next.
One view across the entire operation. Marketing. Sales. Customers. Revenue. Workflow. Follow-up.
The opportunity, end to end
Every stage has a right action.
ShopOps sits with your team from marketing to referral — so the next best action is obvious, and easy to execute.
01 · Marketing
Know which spend creates an opportunity worth working
Campaigns stay tied to the opportunities they produced. Open the attributed count and the next action is obvious: work these cars, these repair orders, these dollars.
Revenue
Trust starts with the right promise
02 · Call
The call ends with the next action
Inbound and outbound aren’t a black hole. The right action — book it, or own the follow-up — is obvious before the customer hangs up.
More booked conversations
Customer feels heard on the phone
03 · Call → Appointment
Someone owns the next action
Between the conversation and the calendar, the opportunity has an owner, a next step, and a time. It doesn’t die in a list.
Higher show / convert
Follow-up that respects their time
03 · Lead follow-up
Work the leads that already failed
A no-answer, a missed appointment, an estimate waiting on a yes, a price that felt too high. The queue totals what’s still recoverable, and each lead already has a recommended next step — call, text, or email. One converted lead like that can cover ShopOps for the month.
Dollars still in play
The action is on the card
03 · Lead follow-up
The message is written. The outcome names what happens next.
Call, text, or email — the note is already drafted. Mark what the customer said, including a price that’s too high, and the screen tells you what to do next. Then the follow-up gets a date.
A failed lead, worked
They hear from you again
04 · Appointment
On the calendar — and likely to show
Confirmations, capacity, and “are they really coming?” The appointment isn’t done until the show is likely.
Fewer no-shows
Clear expectations before arrival
05 · Show
They showed. The write-up is ready.
A show is an arrival with a plan. Customer history, vehicle, and reason for visit are already there — so intake is the next action, not a scramble.
Faster to a real RO
First impression of a sharp shop
06 · Inspection
The inspection makes the estimate obvious
Findings captured cleanly so the next action — the estimate — starts from facts, not memory.
Stronger estimate foundation
Transparency builds buy-in
07 · Prepare the Estimate
Present it so the yes is easy
Options, pricing discipline, and what to say when they hesitate. The estimate’s job is the next action: approval.
Higher close rate
No pressure theater — clear choices
08 · Sell the Estimate
Recommend the work the car actually needs
The right recommendation shows up when it belongs. That’s an action on the estimate — advice they can approve — not a random add-on.
Ticket integrity
Advice they can believe
10 · Repair
The floor’s next action is obvious
Status, blockers, and who’s on what stay on the board. Techs clock in on the repair order — so leadership knows where the time is going, not just that the car is in a column. Less chasing. More finishing.
Cars out on time
Hours leadership can see
11 · Margin
Know if the job is actually profitable
Sold is not the same as profitable. Gross profit per hour is on the repair order in front of you — so the question isn’t the number. It’s so what, is that good or bad, and what now.
Margin on this job
Honest work, priced honestly
12 · Pickup → Return → Referral
Deliver the car. Then the next visit. Then the referral.
A clean pickup isn’t the end of the ticket. It’s how they come back, and how they send someone else. That visit turns the wheel.
Return & referral
They leave confident — and come back
Nothing falls through
Never let an opportunity fall through the cracks.
The right action stays visible. Follow-ups don’t live on sticky notes. The chain holds from marketing to referral.
Catch the gaps
See the stage where the next action stalled — before the opportunity goes cold or an approved repair sits untouched.
Don’t forget
The next action is prompted. Callbacks, parts, promises, deferred work — easy to execute, not held in someone’s head.
No surprises
The customer’s next step is as clear as the shop’s. Pickup is a confirmation, not a confrontation.
Know your customer
History, preferences, and open loops ride with the car — so the right action starts from what you already know.
Leadership pulse
No metrics without an action.
A number that doesn’t change what someone does next is just a report. Every pulse in ShopOps answers three questions — then makes the action easy to take.
So what?
Is that good or bad?
What now?
Finger on the pulse
Today’s flow — calls, shows, approvals, cars in process. Where the chain is healthy, and where the next action is late.
Know your numbers
Refresh invoices from AMS and you already know the day and the week — no waiting on the WBR sometime Monday. Revenue, profit, margin: good or bad against the week you needed, and what to do about it.
Know the math
GPPH without the spreadsheet. On the AMS repair order, in front of you. If the margin is bad, what now is a pricing or dispatch decision — not a spreadsheet after the car is gone.
What if
Staffing, pricing, capacity — try it before you change the shop. A scenario only counts if it tells you what to do next.
Maximize your team
Who needs a coaching action today. Not a scoreboard to stare at — the next conversation, with the person who needs it.
Demos
Watch a workflow run.
Marketing, intake, the estimator, and operations are up. Each workflow gets its own walkthrough as it’s ready.
Next step
See the next right action on your shop’s path.
We’ll walk marketing through referral — where opportunities leak, what to do next, and how AMS stays the record while ShopOps makes the action obvious.