- Phone and message check-ins
- Hand prepared worksheet
- Separate parts agreement
- Manual status notification
Workshop job-card case study
Sample project for connecting customer login, parts request and service notification.
01 / STARTING POSITION
The operating situation that can be automated
Appointments were received through several channels, the preparation of worksheets and the notification of customers were done manually. Mechanics often started with incomplete information.
- Uniform reception of login data
- Verification of vehicle and customer data
- Preparation of work sheet and parts request
- Automatic status and receipt notification
It is unifieddate and customer data
Preparedworksheets
Lessrepeated phone call
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
CalendarService softwareCRMSMSEmailMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.