CRM for Auto Body Shops

• The problem

  The owner, left without a car, keeps calling to ask when the repair will be finished.

  In Kompot.ai

  Open a project for the repair and share it with the owner by link. They see the stages as tasks — teardown, body work, paint, reassembly, final detail — and leave a comment there instead of calling the front office.

• The problem

  Teardown reveals hidden damage, and the supplement is agreed by phone with nothing in writing.

  In Kompot.ai

  Write the supplement as a new estimate from your labor and materials price list and send it. You see when it was viewed and approved, and the approved supplement converts into an invoice, so the final bill matches what was signed off.

• The problem

  A car sits in a stall for days because nobody noticed the bumper cover never arrived.

  In Kompot.ai

  Give each ordered part a task with the supplier, the expected date and an assignee. Overdue tasks show per person, and the job stays in a waiting-for-parts stage on the board until someone marks the delivery.

• The problem

  A walk-in estimate is written, handed over, and the driver is never heard from again.

  In Kompot.ai

  Track each estimate as an opportunity in a pipeline: estimate written, sent, approved, scheduled, in repair. A workflow creates a follow-up task when an estimate gets no answer, and the board shows how much body work is waiting for a yes.

• The problem

  Drop-off photos are spread across several phones when a pre-existing dent is disputed.

  In Kompot.ai

  Photos of every panel at drop-off go on the job, with notes on prior damage. A drop-off form made from a template is signed electronically, and its audit trail shows what the owner acknowledged before the teardown began.

What you keep on record

Vehicle and claim details

Make, model, color, paint code, plate, VIN, insurer and claim number as custom fields on the customer.

Estimates and supplements

The original estimate and each supplement, with viewed and approved status and the invoice it became.

Parts on order

A task per part with the supplier, the expected date and who is chasing it; the supplier is a contact.

Damage and repair photos

Photos at drop-off, at teardown and before delivery, attached to the body repair job.

Questions owners ask

Where do I keep the insurer and the claim number?

As custom fields on the customer, next to the vehicle. The adjuster can be a separate contact, with their emails and calls in the history. The estimates and supplements you send are stored with their approval status.

Can the owner follow the repair without calling the shop?

Yes. Share the repair project by link: the owner sees the stages as tasks and can leave a comment. A workflow can also message them when the job moves to paint or to ready for delivery, so the news reaches them before they ask.

How do supplements work after teardown?

Create a second estimate for the hidden damage from your price list and send it. It records when it was viewed and whether it was approved or rejected. An approved supplement converts into an invoice, so the final amount traces back to each approval.

How do I keep track of parts that are on order?

With tasks. Each ordered part gets a task with the supplier, the expected date and an assignee inside the repair project. Overdue tasks are listed per person, and the job stays in the waiting-for-parts stage until the part is delivered.