The actual workflow goes something like this:
1. People usually find us through Google or the website. Then they either text photos of the dent or send them through the form. Texting is a huge part of this business because we need to see the damage. That part is non-negotiable.
2. When a lead comes in, my very low-tech husband usually screenshots the form or the OpenPhone chat, sends it to Anna (his assistant) on WhatsApp and tells her the price.
3. She creates the estimate in Dent Mate, then goes back into OpenPhone and sends it to the customer.
4. If the customer wants to schedule, she adds them to Square Appointments, which handles the reminders and notifications.
5. Once the job is done, my husband WhatsApps her again to let her know he finished and whether the final amount changed.
6. Then she creates the final invoice, sends it to the customer by email or through OpenPhone, and if the repair came out especially good (he’s a total perfectionist), she triggers a review request through Square.
7. Mileage tracking is its own separate headache. The QuickBooks tracker barely works half the time, so Anna often ends up entering trips manually anyway.