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Service VIN · Automations

Automations that put your shop's follow-ups & reminders on autopilot.

I run a PPF shop, and the follow-ups were always the first thing to slip — the quote I meant to chase, the review I forgot to ask for. Service VIN Automations turn every lead, quote and finished job into a workflow that runs itself: texts, reminders, review requests and AI win-backs, with quiet hours and opt-outs honored on every send. Set the rules once; your shop follows up every time, day or night.

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Automation · New text → booked jobLiveSample data

TRIGGER

Customer texts your shop

Inbound to your shop number

ACTION

Send intro text

“Hey {first_name}, thanks for reaching out…”

Wait 1 hour
If a phone number is on file

ACTION

Notify the team

RESULT

Appointment booked

Runs on the tools your shop already uses

Twilio SMSEmailStripeGoogle ReviewsQuickBooks
How it works

Live in minutes, not a weekend.

A workflow is a trigger, some steps and a switch. Watch one get built — then read the three moves it takes to do it yourself.

Automation · New text → booked jobSample data

Trigger

Customer texts your shop

Inbound to your shop number

Action

Send intro text

Hey {first_name}, thanks for reaching out! Want to grab a time this week?

Wait 1 hour
If a phone number is on file

Conditions gate the whole run — if it doesn't pass, nothing sends.

Action

Notify the team

Result

Appointment booked

Sample dataSample data — an illustration of the screen, not a customer's account.

  1. 1

    Pick a trigger

    Choose the moment: a customer text, an accepted quote, a payment, a job stage, a finished job, or a lead you queue for win-back.
  2. 2

    Add your steps

    Chain texts, emails, delays and team alerts — written in your shop's own voice. Add a step, reorder it, done.
  3. 3

    Switch it on

    Turn it live and watch it run. Tweak anytime; every run is logged, and the safeguards never switch off.
The busywork, gone

Put your shop's busywork off your plate.

Every follow-up you keep meaning to send — the reminder, the review ask, the win-back text — becomes a workflow that just runs. Here's what you get out of the box.

  • 39 activity triggers

    Fire a workflow off the moments that matter: a customer text, an accepted quote, a payment, each job stage, a job completed, or a lead you queue for win-back.

  • SMS & email, built in

    Send on-brand texts from your shop's own number and emails from your address — no extra tools, no copy-paste, no per-message add-ons.

  • Smart delays & quiet hours

    Wait an hour, a day, or until 9am. Steps pause overnight and pick back up when your customers are actually awake to read them.

  • Automatic review requests

    Ask for the 5-star review at the perfect moment after a finished job — and quietly route the unhappy replies to you first.

  • Lead nurture & win-back

    Warm new leads in seconds and re-text the cold ones in your shop's own voice until they book — completely hands-free.

  • Compliance safeguards

    Opt-outs, marketing consent, per-customer cooldowns and daily caps are enforced on every send. You can't accidentally spam your list.

Ready-made journeys

Automations for every stage of the job.

Start from a proven template and make it yours, or build from scratch. These are the workflows shops turn on first.

Lead conversion

Never let a new lead go cold.

In my shop, the first one to reply usually gets the job. Service VIN answers instantly, books the appointment, and keeps nudging until they show up — while you're heads-down on a hood.

  • Text a new lead back within seconds, 24/7
  • Auto-assign an advisor and send the booking link
  • Fire appointment reminders that cut no-shows
  • Re-engage quietly when a lead goes quiet
Journey · New lead → bookedLiveSample data

TRIGGER

New lead received

ACTION

Instant reply text

“Thanks for reaching out to {shop}!”

Wait 1 hour
If no reply

ACTION

Assign & alert advisor

RESULT

Appointment booked

After the install

Stay in the customer's corner after the job's done.

A finished wrap is the start of the relationship, not the end. Automate the thank-you, the care instructions, the warranty reminder, and perfectly-timed review ask.

  • Send care & wash instructions the moment a job is complete
  • Request a review while the shine is still fresh
  • Remind before a PPF or ceramic warranty check is due
  • Tag VIPs and repeat clients automatically
Journey · Install complete → reviewSample data

TRIGGER

Job marked complete

ACTION

Send care & wash guide

Wait 2 days

ACTION

Request a review

If 4–5 stars

RESULT

Public review posted

Repeat revenue

Turn past customers into future bookings.

Your customer list is your best lead source. Service VIN re-texts cold leads in your shop's own voice, runs seasonal campaigns, and rebooks the people who already trust you.

  • AI win-back texts, written in your shop's voice
  • Seasonal nudges — ceramic top-ups, winter PPF, spring details
  • Rebook off an old quote or a paid deposit automatically
  • Every send respects opt-outs, quiet hours and daily caps
Journey · Cold lead → rebookedLiveSample data

TRIGGER

Lead goes cold (30 days)

ACTION

AI drafts win-back text

In your shop's voice

Within quiet hours & opted-in

ACTION

Send the win-back

RESULT

Rebooked job

Team & operations

Keep the shop in sync without the group chat.

Automations aren't only customer-facing. Route work to the right installer, flag problems the second they happen, and reorder film before you run out — no one has to remember.

  • Alert the installer when a job hits their stage
  • Escalate a low-star review to the owner instantly
  • Fire a reorder alert when a film roll runs low
  • Log every action to an audit trail you can trust
Rules · Internal alertsLiveSample data

When

A review comes in ≤ 3★

Then

Alert the owner immediately

When

A film roll runs low

Then

Send a reorder alert

When

A job changes stage

Then

Notify the assigned installer

Follow-ups that actually get sentIllustrative example
By handOn rails
Planned follow-ups
0%
0%

Illustrative: when follow-ups run on automations, the ones you plan actually go out instead of slipping.

Follow-ups that actually get sent
ItemBy hand (%)On rails (%)
Planned follow-ups40%100%
The real screen

You can see what ran, and what it said.

An automation you can't inspect is one you'll never trust with a customer. Each row names its trigger, lists the exact steps in order, shows the first line of the text it sends, and counts the times it has fired — with one switch to turn the whole shop's automations off.

app.servicevin.com/automations
The Automations list: a banner saying automations are running for this shop, then each workflow with its trigger chip, its steps, an on/off switch and how many times it has run
Every workflow, its trigger and its run count on one page — shown on our own demo shop.
Where the triggers come from

Moving a card is the trigger.

The job-stage triggers aren't a separate thing to maintain. When someone taps a job into the next stage on the board — scheduled, in progress, curing, ready — that is the event a workflow fires on, so the reminders and the “your vehicle is ready” text follow the work instead of somebody's memory.

app.servicevin.com/workflow
The job board with Intake, Scheduled, In Progress and Curing columns, each job card showing its customer, vehicle, bay and next-stage button
The board whose stage changes fire the job-stage triggers — shown on our own demo shop.
The builder

Compose any workflow: trigger, rules, actions.

Start from a moment, add the conditions that matter to your shop, then chain the actions. No code and no per-task Zapier tax — it's built into the software that already runs your shop.

1

Triggers

The moment it starts

Customer sends a textYou miss a callA call wraps upCustomer leaves private feedbackNew lead comes inLead status changesLead is assignedLead is quotedFollow-up is scheduledLead queued for win-backLead is archivedQuote is sentQuote is viewedQuote is acceptedQuote is declinedCustomer asks for quote changesQuote expiresJob is bookedCustomer books onlineJob is scheduledAppointment reminder is dueJob is rescheduledCustomer reschedules onlineJob is cancelledCustomer cancels onlineJob is assignedWork has startedJob is curingJob reaches QAJob is ready for pickupJob is completedPayment is receivedBooking deposit is paidBooking deposit is declinedPayment is voidedPayment is refundedCredit is applied to an invoiceWarranty is issuedDocument is signed
2

Conditions

Only when it fits

First nameService interestVehiclePhone numberEmail addressTagRepeat customerLifetime valueReplied since this startedLead statusLead sourceLead scoreVehicle makeVehicle modelVehicle yearJob stageJob titleAssigned installerTotal amountBalance dueDay of the weekHour of the day
3

Actions

What happens next

Send SMSSend emailWaitWait for business hoursNotify the teamNotify one personAdd a tagRemove a tagUpdate lead statusAssign the leadSchedule a follow-upCreate a taskAdd a noteStop if…

75 triggers, conditions & actions — and the catalog grows with the product.

Guardrails on by default

Automation you can actually trust.

Blast your list and you'll get your number flagged and your reputation dinged — I've watched it happen to good shops. Service VIN makes the safe thing the default: every automated message clears the same guardrails your best front-desk manager would enforce. These aren't settings you have to remember; they're on for every send.

  • Quiet hours

    No texts land at 2am. Steps pause outside your send window and resume when customers are awake.

  • Opt-outs honored

    STOP is respected instantly and permanently. Opted-out customers are filtered from every future send.

  • Marketing consent

    Require consent before promotional messages when your rules — or your region's — call for it.

  • Per-customer cooldowns

    A built-in cooldown and reactivation cap means no one gets nagged twice in a row.

  • Daily send caps

    A per-shop daily ceiling stops a runaway automation from ever turning into a blast.

  • Full audit trail

    Every trigger, decision and send is written to an append-only history you can review anytime.

First replyIllustrative
<60sHow fast a new lead hears back — any hourIllustrative target — your results depend on your list, offers and follow-through.
Saved per weekIllustrative
12 hrsReminders & follow-ups that were manualIllustrative target — your results depend on your list, offers and follow-through.
More reviewsIllustrative
When the ask is automatic and well-timedIllustrative target — your results depend on your list, offers and follow-through.
Always onIllustrative
24/7Your shop follows up while you sleepIllustrative target — your results depend on your list, offers and follow-through.

Figures marked Illustrative show how the mechanism works. They are not measured averages of Service VIN customers, and nothing on this site claims a result for your shop.

Straight answer

AI Agents or Automations?

Both do work while you're mid-install, and they are not the same thing. One decides what to say; the other runs the journey you drew.

Questions, answered.

What is shop automation, exactly?

It's a set of workflows that watch for activity in your shop — a new lead, a finished job, an inbound text, a cold customer — and then take the follow-up action for you: send a text or email, wait, check a condition, or alert your team. You set the rules once and Service VIN runs them every time, so the follow-up that used to depend on someone remembering just happens.

How does automation help me convert more leads?

Speed and persistence. Service VIN texts a new lead back within seconds — day or night — assigns an advisor, and keeps nudging with reminders until they book or reply. In my experience the shop that answers first usually gets the job, so replying in under a minute instead of hours turns more inquiries into booked work without you touching your phone.

Can Service VIN follow up automatically after an install?

Yes. The moment a job is marked complete, it can send care and wash instructions, wait a couple of days, then ask for a review at the ideal time. It can also remind customers before a PPF or ceramic warranty check and tag your VIPs — all without anyone on the team lifting a finger.

Does it send both SMS and email?

Both, from your shop's own number and email address. You can mix channels inside one workflow — for example, text the reminder and email the care guide — and every message can use your shop's voice and branding.

Will this get my number flagged for spam?

That's exactly what the safeguards are built to prevent. Every automated send respects quiet hours, honors opt-outs instantly, enforces per-customer cooldowns, and stays under a daily cap — so an automation can never turn into a blast. Marketing consent can be required where your rules demand it, and every send is logged.

Do I need to be technical to build a workflow?

No. You pick a trigger, add your steps, and switch it on — no code, no integrations to wire up. Start from a ready-made journey like new-lead follow-up or post-install reviews, tweak the wording to sound like your shop, and you're live in minutes.

It doesn't work alone

Explore the rest of the shop

The follow-up that never happens, happening.

Try Service VIN free — no card required.

Turn on your first automation before your coffee's cold. Bring your customer list, set the rules once, and let your shop start following up on its own.

Free for 14 days, no card. Voice answering is a Command-plan beta; everything else here is on by default.

Built for your trade