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Documentation Index

Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt

Use this file to discover all available pages before exploring further.

ShopWrk’s CRM gives you one place to manage every relationship your shop has — from the first inquiry to a repeat customer’s fifth vehicle. You can track new leads through a visual pipeline, store detailed vehicle history against each contact, and use tags and activity logs to keep your team aligned.

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Contacts

Every person you work with lives in your contacts list, whether they’re a qualified customer or a fresh lead. Open Contacts from the sidebar to browse, search, and filter your entire list.

Customers

Contacts with at least one completed job. Full job history, invoice records, and lifetime spend are visible at a glance.

Leads

Contacts who haven’t booked yet. Track their source, status, and assigned team member as you work to convert them.

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Contact profile

Click any contact to open their profile. Each profile shows:
  • Overview — name, phone, email, address, source, tags, and notes
  • Vehicles — every vehicle on file with year, make, model, color, VIN, and plate
  • Jobs — full job history with status, scheduled date, and services performed
  • Estimates — all estimates created for this contact, open or closed
  • Invoices — invoice history with payment status and overdue flags
  • Deals — any CRM deals linked to this contact across your pipelines
You can filter the contact list by tag, vehicle make, last visit date, minimum job count, or minimum total spend — useful for finding high-value customers to send a re-engagement offer.

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Lead pipeline

The CRM pipeline is a Kanban board where each column is a stage in your sales process. Navigate to CRM in the sidebar to open it. When your shop is first set up, ShopWrk seeds a default pipeline with standard stages. You can rename stages, add new ones, and reorder them from CRM → Settings → Pipelines.

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Deals

Each card on the board represents a deal — a potential sale you’re tracking. A deal is linked to a contact and sits in one stage at a time.
Click + Add Deal in any pipeline column. Fill in the deal title, estimated value, linked contact, and any notes. The deal appears as a card in that column.
Drag the card to a different column, or open the deal and change the stage from the detail panel. ShopWrk logs the stage change in the contact’s activity timeline automatically.
Mark a deal as Won or Lost from the deal detail panel. Won deals can trigger automations like a thank-you SMS or referral follow-up.

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Leads list

Go to CRM → Leads for a table view of all your leads. You can filter by status, source, and assigned team member. Use this view when you want to bulk-review or work a list, rather than manage individual deals on the board.

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Tags

Tags are short labels you apply to contacts for segmentation and filtering. Common examples: VIP, Window Tint, PPF, Referral, Follow Up.
1

Open tag settings

Go to CRM → Settings → Tags.
2

Create a tag

Click Add Tag, enter a name, and choose a color. Save to make the tag available across all contacts.
3

Apply to a contact

Open any contact profile and select tags from the Tags field in the overview section.
Tags you create in CRM settings are shared across the entire Contacts list. You can filter contacts by tag from the main contacts table and use tags as automation triggers — for example, sending an SMS whenever you tag a contact as “VIP”.

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Pipeline settings

Go to CRM → Settings to configure your pipelines and tags.
Create multiple pipelines for different sales workflows (for example, one for retail customers and one for fleet accounts). Set a default pipeline to control which board opens when you navigate to CRM.