Software For Tracking Customers and Products Used?

PandaSauce

New member
Joined
Jan 16, 2016
Messages
164
Reaction score
0
About 1 month ago I decided to start detailing as a side gig. I've done 5 jobs so far and have 9 jobs lined up over the next 5 or so weekends.

I really didn't expect to get this busy, but it's extra money, so oh well, my weekends are all work.

Anyway, is there a software program out there, or some method of tracking detailing services?

Things I'd like to have:
-Reminders to invite customers back for on-going services like washes and waxes at set intervals
-Notes for what products and processes I used on various vehicles and special requests from the customer (glossy interior, non -glossy, etc)
-Scheduling (though this is pretty easy to just put in my calendar)
 
I didn't either till I set up an account. It is a complete point of sale program and they even host your website for free. Im still playing with all the features as I set it up.
 
You cannot see your customer history on the square mobile app yet though, only from the dashboard. I hope one day they fix this so i can dump my current point of sale.
 
I've been thinking about building a website specifically designed for detailers and tracking their customers/inventory. I haven't gotten around to it yet due to my work load at my full-time job being so busy at the moment, but this is something I would like to do at some point.

The features I had in mind:

  • A section to store Customer information
  • Each customer could have a set of cars
  • Notes could be associated with a customer, car, or even have a reminder for you as the detailer to ask the customer about something. (ie, apply a coating before winter months as an upsell on the next detail?)
  • I wanted to have a section to track paint thickness for each vehicle before and after each detail if you were polishing. (This might be overkill, but someone may use it)
  • Automatically remind the customer of an upcoming appointment (email, text, etc)
  • Have an automated process for reaching out to customers after X number of months since their last detail.
  • Have a method to schedule appointments and allow customers to make requests online to schedule appointments. The customer would make the request and then it would go into a pending status to allow you to reach out to the customer or schedule the appointment.

These are just the things I have been thinking about as a hobby detailer with a web background. Let me know if there are any things specific that you would like to see in a system like this an I might be able to include it.

I don't think this would be ready for a bit, but it would be something I want to work on over the next few months. This is something I would probably want to charge for to help with hosting costs and for incentive for future development. It wouldn't be much, probably $5 or $10 per month and this would certainly be something that has free trial. I wanted to state this now so that if I did start charging for it, it would not be a surprise.

I am completely open to any kind of ideas or things you would need to help run your business better.
 
Back
Top