Can it help with repeat detailing customers?

Yes. Use reminders, service history, and customer notes to follow up for maintenance washes or coating checks.

Can I text customers from the CRM?

Yes. Sophiie supports customer text threads and AI-drafted text responses for review.

Can it show previous invoices?

Yes. Customer profiles can connect to invoices and payment status through Sophiie invoicing workflows.

Does it replace a loyalty program?

No. Sophiie keeps CRM and follow-up organised. A separate loyalty system may still be used if you need points or rewards.

AI office manager

Auto detailing CRM

Sophiie keeps auto detailing customer profiles tied to vehicle notes, service history, preferences, messages, bookings, invoices, and reminders.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Stores vehicle and service history

Keep make, model, condition notes, previous packages, add-ons, preferred products, and repeat service timing on the customer profile.

Australian tradesperson on a phone call while crouched at the entry of a house

Centralises communication

Calls, texts, emails, chatbot transcripts, and summaries can be tied to the customer record.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

Shows bookings and invoices

Past and upcoming appointments, job status, invoices, payment status, and follow-up reminders stay connected.

Australian tradesperson crouching in a doorway on site using a smartphone

Supports direct outreach

Use Sophiie texts and email workflows to confirm bookings, request details, or follow up for maintenance appointments.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Helps repeat work stay visible

Set reminders for ceramic coating checks, maintenance washes, seasonal details, or customer reactivation.

Australian tradesperson sitting in a ute taking a phone call

How it works

Set up Sophiie once, then let the work flow

Create customer and vehicle profiles
Add contact details, vehicle notes, preferred services, communication preferences, and recurring reminders.
Attach every enquiry
Let Sophiie capture calls, chats, texts, emails, and bookings against the right customer.
Track service history
Keep job notes, photos, invoices, packages, status, and reminders connected to the vehicle.
Follow up at the right time
Use reminders and messaging workflows to bring customers back without manual spreadsheet tracking.

Detailing CRM starts with the vehicle

The customer matters, but the vehicle is where the relationship lives. Ceramic coating history, paint correction notes, interior condition, product preferences, and maintenance timing all shape the next booking.

Sophiie keeps customer and vehicle context together with messages, calls, bookings, invoices, job history, and reminders. That makes repeat service easier to manage.