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Step-by-step guides for BayRobin, from forwarding your first call to getting paid for the repair.
Getting started
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Set up your AI receptionistFive steps, about ten minutes: your shop, hours, job types, a phone number and a test call.
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How appointments get booked, and where to find themWhat the receptionist does on a call, the texts that follow, and the Jobs lists.
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Get your shop's phone numberPick a local number for your shop, and how it's paid for with credits.
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Keep your existing number: forward it to BayRobinKeep the number on your sign and your website. Forward calls to your BayRobin number, all the time or only when you miss them.
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Import from your shop softwareBring your customers, past jobs and invoices over from a CSV or Excel export.
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Set up canned jobs, your labor rate and the inspection checklistThe work you do most, priced once; your shop's labor rate and sales tax; and what techs check on every inspection.
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Call backs: when the receptionist can't bookNo open time, a price it doesn't have, or the caller wants a person: the receptionist takes a message and texts you.
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Check your receptionist, closed days and who's on callMake sure it gives callers the right answers: the check-up, holidays, on-call for urgent calls and calls to review.
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Get help from BayRobinAsk the support chat, and get a real person whenever you want one.
Customers
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Your customers in one placeAdd customers, bring in your list from a spreadsheet, keep notes, and see every call and visit with them.
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Vehicles, VINs and mileageEach customer's vehicles, decoded from the VIN, matched on every visit, with the mileage on each job.
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Your customers' own page: visits, estimates and invoicesSend a customer one private link where they see their visits and vehicles, approve estimates, pay invoices and book again.
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Leads: your website form, a call in seconds, and follow-up textsPut the lead form on your shop's site. Each lead gets a text, your phone rings to connect you, and follow-ups go out until they reply.
Automations
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Missed-call text-backCallers nobody talked to get a text within a minute. Replies land in your Inbox.
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Appointment remindersA text the day before each appointment. Customers reply C to confirm or R to reschedule.
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Service reminders and declined workTexts that bring customers back: when their vehicle is due for an oil change or other routine service, and about work they declined.
Plans & billing
Calls & texting
Your team
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Invite your service writers and techniciansAdd your team to BayRobin, pick what each person can do, and add users when you need them.
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The dispatch board and your technicians' dayDrag jobs between technicians and times, and give each tech their day on their phone.
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Payroll: technicians' hours from their jobsOn the Shop plan, job hours fill in timesheets, and payroll runs through Check.
Jobs, estimates & invoices
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Set your hours and let customers book onlineSet when you're open, create the services customers can book, share your booking link, and spread bookings across your techs.
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Send estimates and invoices, and get paid by cardEstimate a repair, let the customer accept it online, turn it into an invoice, and take card payments through a pay link.
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Urgent calls and the prices the receptionist givesTell the receptionist what to do when a car can't be driven, and what it may quote.
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Tell customers their car is readyOne button texts the customer their vehicle is ready, with the total and a link to pay by card, and completes the job.
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Price book and maintenance plansStandard prices for estimates, and service plans, like an oil-change club, that book their own visits and bill themselves.
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Inspect, estimate, invoice and get a reviewA digital inspection with photos, a repair order the customer approves by text, the invoice from the approved work, and a review request after payment.
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Online bookings become jobsYour booking page asks for a phone and permission to text. Each booking lands on your jobs board.
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Reports: what the receptionist brought in, and money owedJobs booked for you, calls answered, money collected and owed, estimates won, and jobs by type and technician.
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Your website, offer pages for ads, and your own domainA website made from your setup in a minute, edited in a simple form or the full page builder, with offer pages for ads and your own domain.
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