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CRM & billing

On request

Taking the diagnostic fee is on request.

Today the receptionist tells a caller the diagnostic fee and nothing more. It doesn’t take a card. Some shops want the fee paid before the technician drives out. That is a separate piece of work, and we only scope it when a shop asks.

On request. Not live. Nothing in the product takes a payment. This describes what we would scope with a shop that wants it.

A contact card and a draft invoice connected by a dashed line to a phone

How the connection actually works

What happens today

The agent states the diagnostic or service-call fee. It never quotes a repair or parts price, and never takes a card number.

What we would scope

After a booking, a text with a link to pay the fee. We would not take card details on the call. Whether the visit is confirmed before or after payment is the shop’s call.

What it would need

The shop’s own Stripe account, a rule for refunds and no-shows, and the Stripe Checkout or Payment Links setup it implies.

Daytime and after hours

During the day

Not applicable today. A build would send the link after the call ends.

After hours

The same. The link would arrive by text whenever the booking is made.

What scoping would look like

What scoping would cover. There is nothing to connect.

  1. Decide the policy

    Fee amount, refunds, and what happens to a visit that isn’t paid.

  2. Connect your Stripe account

    Through a scoped build, not a dashboard toggle.

  3. Test with a real card

    Before live calls, with you.

Limits and edge cases

  • No timeline is promised.
  • Texting a payment link depends on the same text delivery limits as every other text: Canadian numbers deliver, US numbers don’t yet.

This is for

  • Shops losing visits to no-shows who want the fee in before the truck rolls.

This isn't

  • Shops fine invoicing after the visit.

What we won't claim

  • Take card numbers over the phone.
  • Collect any fee today.
  • Quote repair or parts prices.

Stripe questions

Can the receptionist charge a card?

No. It states the fee. It never takes payment.

Is it planned?

It is on request: we scope it for a shop that wants it. It is not on the default plan.

What fee does the receptionist state?

Only your diagnostic or service-call fee. It never quotes a repair or parts price.

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