Live call coaching
Worxflow listens to every inbound call and surfaces a quiet cue on your advisor's screen at the decision moment. The customer never hears it. The advisor never sees a script.
Every feature
Below is everything Worxflow does — grouped by what it touches. Every feature ships on every plan. Higher tiers add seats and unlock multi-location, not features.
01 · Calls & coaching
Worxflow listens to every inbound call and surfaces a quiet cue on your advisor's screen at the decision moment. The customer never hears it. The advisor never sees a script.
Each call gets a score on empathy, discovery, and close — with a one-paragraph summary you can read in 15 seconds. Trend by advisor over time. No more guessing who actually books.
When a call ends without a booking, Worxflow drafts the SMS or email that gets the customer back. Owner-approved templates only. Send with one click, or let your advisor edit first.
Every text, email, and call with that customer in one view — last 30 / 60 / 90 days. No more "what did we tell them last time" while the customer's on hold.
02 · Estimates & decline-recovery
Each labor line gets a safety / wear / convenience tier and an acceptance probability — built from your shop's own job history, not a generic playbook. The 87s call this morning. The 41s wait.
Every declined job lives in a queue sorted by safety tier and customer LTV — not by dollar amount. Brake pads at 3/32" come before wipers, every time.
When a customer declines four lines and accepts none, Worxflow suggests the two-line bundle most likely to land. Saves the safety work, defers convenience to next visit.
Open estimates, awaiting approval, won this month — with conversion rate and month-over-month delta. The numbers your shop runs on, in one strip.
03 · Customer experience
Your customer gets a link by text. They see their vehicle history, declined work, rewards, and what's coming up next. No app store. No password reset. No support tickets.
Birthday, service-due, post-visit, win-back, declined-followup, referral-thanks — all drafted, all owner-approved before they send. Different cadence per customer segment.
Customer picks a time that works. We respect your bay capacity, your tech assignments, and your buffer rules. Customer never sees a "call to schedule" wall.
Real points-based loyalty. Real referral tracking. Real attribution dollars when a referred customer books. No third-party app.
04 · Marketing & audiences
Stack include + exclude rules — SMS opt-in, last-visit window, decline reason, ZIP code, vehicle make, lifetime value tier. Live customer count updates as you build.
Your customer base on a real map, colored by lifetime value. Lasso the top decile in a neighborhood. Export postcards. Send a direct-mail campaign. See your service radius.
Three-column editor: blocks, preview, audience. Templates owner-approved before send. STOP keyword honored in 50 milliseconds. Recovered revenue attributed back to the campaign.
Test two subject lines. Two send times. Two CTA copies. Worxflow tracks who replied, who booked, and what it earned. No data scientist required.
05 · Owner controls & visibility
Other platforms score at the RO level. Worxflow scores per labor line, per tech — jobs, labor hours, labor revenue, effective hourly rate, 7-day trend sparkline. Per technician, by name.
Sales, ARO, close ratio, gross profit, recovered revenue — each with your shop's monthly goal and a progress bar. Green when you're at 85%+. No spreadsheet.
Every customer-facing message your shop sends is approved by you (or a delegate you trust) before it leaves the building. 30 minutes a week. Saves a lawsuit.
Every operator action — who changed what, when, on which record. Searchable. Exportable. Your customer asks "who sent me that," you have the answer in 10 seconds.
06 · Data & compliance
TekMetric, Shopmonkey, AutoLeap, Mitchell1, CSV — we pull, you keep using your existing system. We don't write back. You can cut over to Worxflow later, or never. Both work.
Your data never leaves our network. No offshore processing. No third-party ad pipelines. No mystery sub-processors.
STOP keyword honored in 50ms. Quiet-hours rules per customer time zone. Consent records logged with timestamps. Every campaign has the unsubscribe footer baked in.
Full data export in 5 days if you ask. Full wipe in 10. Written into the contract. No hostage clauses. No data-retention tail.
Still reading
15 minutes. No deck. We open the platform on real shop data and show you whichever three of the above you care about most.