Onboarding

Your shop is up
and running
in 14 days.

Here's exactly what happens — day by day — with no surprises.

  1. Day 1

    ·

    Monday

    We meet for 90 minutes — in person if you're in southeast Wisconsin, by video otherwise. You give us read-only access to your current system. We pull your customers, your vehicles, and your recent repair orders into Worxflow. We don't write to your existing system. We don't change anything your team has to learn.

  2. Day 3

    ·

    Wednesday

    We do a dry-run import together. You see exactly which customers came over, which vehicles matched, which repair orders carried. Anything looks off? We fix it before going live.

  3. Day 7

    ·

    Sunday

    First real import. By Monday morning, every customer you've served in the last 12 months is in Worxflow. You spot-check five random repair orders. Anything wrong, we fix before any customer sees Worxflow's number.

  4. Day 7

    ·

    Owner-approval ceremony

    30 minutes with you. We walk every customer-facing message template. You read each one. You edit any wording you don't like. You sign off on each one before it ever sends in your shop's name.

  5. Days 8–14

    ·

    Transactional messages go live

    Appointment confirms, day-before reminders, "your car is ready" texts. Your customers notice the polish. Marketing messages stay off this week — your customers need to see we don't spam them before they trust the next message.

  6. Day 14

    ·

    Sunday

    Decline-recovery queue goes live. You hand-pick the first ten customers from the queue. We send your team's wording. Replies come back. By Tuesday you have your first dollar of recovered revenue.

  7. Day 14

    ·

    First call-coaching session

    Your service advisors watch the prompts that would have helped on three of their own calls from last week. They opt in voluntarily. Sarge runs silent for seven more days regardless — gathering baseline data — before any prompts hit a live call.

The 4-point promise we sign at the start.

  1. 1.

    Five business days from cancellation: full data export to you in CSV format. Every customer, every vehicle, every repair order, every job, every message.

  2. 2.

    Ten business days from cancellation: signed confirmation that every byte has been wiped from our systems, with the list of what we wiped and when.

  3. 3.

    No exit fee. No retention pitch. No survey of why you're leaving.

  4. 4.

    The cancellation can come from us, too. Same promise. Same timeline. We earn the relationship every month.