Service-due reminder three months after the last visit
The visit date is on the contact. A workflow sends a WhatsApp reminder with a booking link. Uses CRM & Pipelines, Automations.
For auto repair & service centres
Remind customers when service is due and send the estimate on WhatsApp.
A two-wheeler service centre in Coimbatore has hundreds of customers who should come back every 3,000 km. Nobody reminds them, so they go to whichever garage is nearest that day.
Where it usually goes wrong
Customers forget their next service
Estimates are read out on the phone and disputed later
Pick-up updates mean calling every customer
What we'd set up first
In this order. Each step is useful even if you stop there.
Estimate and job updates in the WhatsApp inbox
Staff send the estimate and 'ready for pick-up' messages from one shared inbox, so the history stays with the vehicle owner. Uses WhatsApp Inbox.
Bill payment on UPI with a GST invoice
The customer pays the link when collecting the vehicle and gets the invoice on email. Uses Checkout & Billing.
The apps behind it
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
Checkout & Billing
Checkout on Razorpay, Cashfree or Stripe with UPI first, UPI AutoPay for monthly fees, coupons, order bumps and GST invoices on every order.
- UPI at the top of the page
- Small add-ons that add up
- Invoices your CA will accept
One bike, one quarter
The estimate
- What comes in
- Brake pads and chain set needed
- What runs on its own
- Estimate sent on WhatsApp from the shared inbox
- What you get
- Approved in writing, no dispute later
Ready
- What comes in
- Job done at 5pm
- What runs on its own
- 'Ready for pick-up' message with the bill
- What you get
- Paid at the counter, record updated
Three months later
- What comes in
- Last service date on the record
- What runs on its own
- Reminder with a booking link
- What you get
- Back to you, not the nearest garage
The service centre kit
Vehicle details
Registration number, model and last service on the customer.
Shared inbox
Advisors send estimates and updates from one number.
Service booking
Customers pick a drop-off slot.
Service-due reminders
By months since the last visit.
Job card billing
Fast billing at the counter.
Reviews
A Google review link after pick-up.
Ready by the weekend
- 01
Import customers
Names, numbers, vehicle numbers and last service dates.
- 02
Add service slots
Drop-off times per day.
- 03
Write three templates
Estimate, ready for pick-up, service due.
- 04
Switch on reminders
Service-due messages from the last visit date.
Questions people ask
How do service centres get customers back for their next service?
Save each vehicle's last service date and send a WhatsApp reminder with a booking link when the next one is due, usually around three months for two-wheelers. Send estimates and 'ready for pick-up' messages from one shared inbox, and take payment with a link. Marketiism does this from ₹999 a month.
- ~3 months Service-due reminder. You set the interval.
- In writing Estimates on WhatsApp. No disputes at pick-up.
- 1 inbox Job updates. History stays with the owner.
- 3 months Two-wheeler reminder. A usual service interval.
How do service-due reminders work?
The last service date is saved on each customer's record, with their vehicle details. An automation sends a WhatsApp reminder a set time later, such as three months for two-wheelers or six months for cars, with a link to book a slot. If they book, the reminder stops.
Can I send estimates on WhatsApp?
Yes. Your service advisor sends the estimate from the shared inbox as a message or a PDF, and the customer approves it in writing. Because the approval sits in the chat history on the customer's record, there's no argument about what was agreed when they come to collect.
Can customers book a service slot online?
Yes. Share a booking link for drop-off slots in your WhatsApp replies and Google profile. The customer picks a time, adds the vehicle number and gets a confirmation and reminder on WhatsApp. Your front desk sees the day's drop-offs on one screen. Overbooked days are easy to spot.
How do I tell customers their vehicle is ready?
Send a 'ready for pick-up' WhatsApp from the shared inbox, ideally with the final bill and a payment link. Customers stop calling to ask about status, your advisors stop calling everyone, and many pay before they even arrive, which keeps the counter moving at closing time.
Can I store vehicle details?
Yes. Add custom fields such as registration number, make, model and odometer reading to each customer. Customers with two vehicles can have both noted. Service history then sits in the timeline of notes, payments and chats, so advisors know what was done last time. Fields are searchable too.
Can customers pay before they arrive?
Yes. Send a payment link through your own Razorpay or Cashfree account with the 'ready for pick-up' message, or bill at the counter. The payment shows on the customer's record for next time, and your advisors know the vehicle can go as soon as the customer walks in.
Does it work for car workshops too?
Yes. Car workshops, two-wheeler service centres, tyre shops and detailing studios all work the same way: a vehicle on the customer record, estimates and updates on WhatsApp, payment by link and reminders when the next service is due. Set intervals to suit your vehicles. Each trade sets its own intervals.
Can several advisors share one WhatsApp number?
Yes. The workshop number connects to a shared inbox, and each advisor replies from their own login. Chats can be assigned per vehicle, internal notes stay private, and the owner can see every conversation. The owner can also keep the WhatsApp Business app on their phone.
Can I import my existing customers?
Yes. Export customer names, numbers, vehicle numbers and last service dates from your billing software or Excel as a CSV and import them. Service-due reminders then start for customers who are already overdue, which often fills the first few weeks without any advertising. Duplicates are matched by phone.
Can the billing work without internet?
Yes. The offline-capable POS counter keeps billing when the internet drops and syncs bills when it returns, never doubling them. That matters for workshops where the connection is patchy. Online payment links still need a connection on the customer's side. Bills are numbered correctly once they sync.
How much does it cost for a workshop?
Most workshops start on Starter at ₹999 a month before GST, with the shared inbox, bookings, reminders, billing and up to 1,000 customers. Larger service centres with more advisors or customers choose Growth at ₹2,999. Every plan has a 14-day free trial. Your gateway charges its own fee.
Can I send offers before the monsoon or festivals?
Yes, to customers who agreed to hear from you. A pre-monsoon check-up offer or a Diwali wash-and-polish package works well. Send one message to customers whose last service was a few months ago, with a booking link, rather than broadcasting to everyone every week. Opt-outs are honoured.
How do I get more Google reviews?
Send a thank-you with your Google review link after the customer collects their vehicle and pays. Reviews that mention the work done, the advisor and your area help nearby drivers choose you over a garage they've never heard of. Reply to every review, good or bad.
Can the AI answer questions about prices?
Yes, on the Growth plan. It answers general service prices, timings, pick-up and drop options from your details, and books slots. Diagnosis questions and specific repair prices go to an advisor, because they depend on inspecting the vehicle. Customers still get a quick, polite reply instead of silence until morning.
Can your team set it up for us?
Yes. Our team can import your customers, set up service-due reminders and booking, and run local ads or Google profile work as a paid service. Or do it yourself during the free trial; most workshops are sending reminders within a day. Work is month to month after setup.