Automotive Services
The whole business ran on spreadsheets.
Six locations, each with its own spreadsheet, a tab for every day, and appointments vanishing into broken formulas — replaced by one system the team actually runs the business on.
Broken
Six spreadsheets, a tab for every day, appointments getting lost.
Built
One scheduling platform for all six locations, plus AI intake on the phones.
Now
30% of overflow and after-hours calls become booked jobs.
01 // Before and after
BOULDER
9:00
Tint
11:30
Ceramic
LOVELAND
8:30
PPF
1:00
Detail
AURORA
9:15
Tint
VIN ✓12:00
Correction
3:30
Ceramic
FORT COLLINS
10:00
Detail
2:00
Tint
DENVER
8:00
Ceramic
11:45
PPF
GREELEY
9:45
Tint
2:30
Detail
| TIME | CUSTOMER | SERVICE | BAY | TECH |
|---|---|---|---|---|
| 8:30 | R. Alvarez | Ceramic coat | 1 | Danny |
| 9:00 | M. Torres | Window tint | 2 | Danny |
| 9:00 | M. Torres | Window tint | 2 | Danny |
| 10:15 | K. Whitfield | PPF — hood | 3 | Sonia |
| 11:00 | J. Park | Detail / interior | 1 | Ray |
| 1:30 | B. Nguyen | Tint — rears | #REF! | Sonia |
| 3:00 | L. Grady | Paint correction | 2 | Ray |
One of the six spreadsheets, and the system that replaced all of them.
02 // The challenge
The challenge.
Replace a six-location spreadsheet system with something the team could actually run a business on.
- 01Each of 6 locations had its own spreadsheet, with a separate tab for every day of the week
- 02Broken formulas and copy-paste errors caused appointments to get lost or duplicated
- 03End-of-month rollover into a fresh spreadsheet meant the wrong file kept getting reused
- 04No search, no reporting, and no after-hours coverage when the phones kept ringing
Why off-the-shelf wouldn't work
Off-the-shelf scheduling tools couldn't integrate with the shop management system that holds service and inventory, or handle the multi-technician, multi-location, split-job complexity this group actually runs. Generic schedulers also don't carry VIN data through to the appointment, which is core to how the team quotes and scopes work.
03 // What we built
01
Multi-location daily view
Unified calendar showing all 6 locations with real-time capacity indicators.
BOULDER
9:00
Tint
11:30
Ceramic
LOVELAND
8:30
PPF
1:00
Detail
AURORA
9:15
Tint
12:00
Correction
FORT COLLINS
10:00
Detail
2:00
Tint
DENVER
8:00
Ceramic
11:45
PPF
GREELEY
9:45
Tint
2:30
Detail
03
VIN decoding integration
A VIN goes in, full vehicle specifications come back. No more manual lookup.
VIN
YEAR
2003
MAKE
HONDA
MODEL
ACCORD
ENGINE
3.0L V6
06
AI intake system
Handles overflow during peak hours and all after-hours calls, answers vehicle-specific questions, and sends a booking link by SMS during the call.
Live · production
What the intake system is doing right now.
Intake system · live activity feed
04 // Impact
Annualized impact
0%
Of after-hours and overflow leads booked by the intake system
Scheduling system
Across 6 locations
Six locations now run on one schedule, with the phones covered around the clock.
05 // Technical implementation
Architecture overview.
A React + TypeScript scheduling platform on a Supabase backend, with Edge Functions handling secured API integration. Two-way sync with the shop management system covers service and inventory data. NHTSA vPIC handles VIN decoding. The conversation layer runs on Retell with Twilio SMS delivering booking links live during calls.
technical-highlights.md
- → Edge Functions for shop management API integration
- → Real-time Supabase subscriptions for live updates
- → NHTSA vPIC integration for VIN decoding
- → Role-based access across locations
- → Retell intake system with custom tool calls for booking link delivery
- → Twilio SMS for flash sale campaigns and reminders
06 // Field notes
From spreadsheet chaos to a single source of truth across six locations.
The intake system answers when no one else can — and books 30% of what it touches.
VIN in, full specs out. No more manual lookup.
07 // Related case studies
Manufacturing / Enterprise
The Manufacturer's Operating System.
Seven connected systems on one data foundation, delivered in sequence — each live before the next begins.
Read case study
Field Services / Multi-Location Franchise
The phone rings at 7pm. Nobody's there.
Nights, weekends, and storm-season surges — an AI voice system that answers, qualifies, and books the appointments the business used to sleep through.
Read case study
Field Services / Multi-Location Franchise
Thirty locations. One front door. No callbacks.
Every inbound call for a doubling franchise network — answered, routed to the right territory, and booked into a real time slot on the first call.
Read case study
Let's talk about what you're trying to fix.
Thirty minutes. No pitch deck.