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Follow-up automation

Missed-call text-back and follow-up that keeps working while you're in the bay

The exact texts, timing and stop rules we set up for tint, PPF and detailing shops, plus what stays with a human and what the carriers require before you send a single message.

A shop with two installers and no front desk will miss calls during installs. Hands are full of film, a heat gun is running, and the phone rings out. Follow-up automation answers those calls by text, chases quotes you already sent, reminds customers about their appointment, asks for the review and brings them back when it's time. You only step in when a real person needs a real answer.

This page shows exactly how we build it: the five automations, the messages word for word, when each one sends and stops, and the texting rules you need to follow. Copy the templates even if you never hire us.

The five automations and the job each one does

AutomationStarts whenStops whenThe job
Missed-call text-backA call to the shop goes unansweredThe caller replies or you call them backTurn a dead ring into a text conversation
Quote follow-upYou mark a lead as "quoted"They reply, book, say no, or the last message sendsCatch the buyer who meant to get back to you
Appointment remindersA job is bookedThe appointment starts, or it's cancelled or movedFewer no-shows and fewer "what do I need to do?" calls
Review requestYou mark the job "complete"One request and one reminder have gone outAsk every customer the same way, every time
Rebooking reminderA set interval after a job, for customers who opted inThey book, opt out, or the reminder sendsMaintenance washes, coating checkups, the second car

How missed-call text-back works, step by step

  1. The call goes unanswered. Your phone rings like normal for the number of rings you choose. Most shops pick four or five, enough time to answer if you can.
  2. The system logs the missed call. It records the caller's number and the time. If the same number calls three times in ten minutes, it counts as one missed call, so nobody gets three texts.
  3. A text goes out within seconds. It comes from your business number, the same one they just dialed, so the reply makes sense to them. Before sending, the system checks whether the number can receive texts. Landlines get flagged for a callback instead.
  4. The customer replies. Their answer lands in a shared inbox your whole team can see, and a notification hits the owner's phone (or whoever is on alerts that day).
  5. A person takes over. Whoever answers first claims the thread, so two people don't reply with two different prices. The automation goes quiet the moment a human sends a message.
  6. The lead is saved. The contact, the vehicle, the service and the source ("missed call") go into your CRM so nothing lives only in somebody's text history.

The message templates, word for word

Rules for every message: under about 300 characters, plain words, one question at a time, and signed with the shop name so nobody wonders who's texting. Fill the brackets once during setup. Prices in replies come only from your price sheet.

Missed call, during business hours

Template

Hi, this is [Shop Name]. We couldn't grab the phone, we're probably mid-install. What can we help with: tint, PPF, coating or a detail? Text back here and we'll get you a price. Reply STOP to opt out.

Missed call, after hours

Template

Hi, this is [Shop Name]. We're closed right now and back at [8 AM] tomorrow. Send your vehicle and what you're looking for, and we'll reply when we open. Reply STOP to opt out.

Quote follow-up (three messages, then done)

Day 2: "Hi [First Name], it's [Your Name] at [Shop Name]. Any questions on the [ceramic tint] quote for your [2023 RAV4]? We have openings [Thursday and Saturday]."

Day 5: "Quick answer to what most people ask: the job takes about [___ hours], and the film comes with a [manufacturer] warranty. Want me to hold a spot? – [Shop Name]"

Day 12: "Last check-in from us on the [service] quote. If the timing isn't right, no problem. Text this number whenever you're ready. – [Shop Name]"

For PPF and ceramic coating quotes, which take longer to decide, we stretch the gaps to day 3, day 10 and day 21.

Appointment confirmation and reminders

When booked: "You're booked at [Shop Name] for [service] on [Day, Date] at [Time]. Address: [address]. Need to change it? Just reply here."

The day before, mid-morning: "See you tomorrow at [Time] for your [service]. [Prep note, e.g. please empty the door pockets and rear deck]. Reply C to confirm or R to reschedule. – [Shop Name]"

Two hours before: "We're ready for your [vehicle] at [Time]. Parking is [parking note]. – [Shop Name]"

Write the prep note from your own process. Tint, PPF and detailing each need different things from the customer, and a clear note prevents a lot of wasted first half-hours.

Post-job review request

Template

Thanks for bringing your [vehicle] to [Shop Name]. If you have a minute, a Google review helps a small shop a lot: [review link]. Any issue with the work? Reply here and [Owner Name] will handle it personally.

The same message goes to every customer, with no filtering. The rules on timing, reminders and what Google prohibits are in our Google Business Profile and reviews guide.

Rebooking reminder (opted-in customers only)

Detailing maintenance: "Hi [First Name], it's been [6 weeks] since your [vehicle]'s detail at [Shop Name]. Want to get a maintenance wash on the calendar? Book here: [link]. Reply STOP to opt out."

Coating checkup: "Your [vehicle]'s coating is coming up on [12 months]. We do a quick inspection and top-up for coating customers. Want a time? [link] Reply STOP to opt out. – [Shop Name]"

The intervals are yours to set. Tint customers rarely need a rebooking reminder, so for tint we usually skip this one.

Timing rules: when each message sends and when it stops

Every automation follows the same three stop rules, no exceptions:

Quiet hours

Scheduled messages (quote follow-ups, reminders, review requests and rebooking texts) send only between 9 AM and 7 PM your local time by default. A message due at 10 PM waits until 9 AM. Sundays and holidays are off unless you're open. Marketing-style texts (quote follow-ups, review requests, rebooking) are capped at one per customer per day. Reminders for a job the customer booked are transactional, so they don't count toward that cap, but they still respect quiet hours. For an early appointment, the two-hours-before reminder is skipped and the day-before reminder covers it.

The missed-call reply is the one exception, because the customer just called you. It sends right away up to 9 PM. Calls after that get the after-hours text at 8 AM the next morning. These are our defaults. Federal rules limit telemarketing calls to between 8 AM and 9 PM local time, some states set tighter windows, and your own hours may call for a narrower setting.

Handing off to a human

The automation's job is to start conversations and keep them from dying. The talking is yours. How the handoff works:

What not to automate

Texting rules in plain English

Not legal advice

This is a general summary of how business texting works in the US today. Opt-out and consent rules have changed recently and keep changing. For your specific situation, read the FCC's rule at 47 CFR 64.1200 and the carriers' CTIA Messaging Principles and Best Practices, or ask an attorney.

Registration comes first. Business texting from a regular 10-digit number generally requires A2P 10DLC registration with the carriers. Your business is registered as a "brand" and each kind of messaging as a "campaign," through the texting provider. The major US carriers block or filter unregistered business traffic. You'll need your legal business name, EIN, address, website, sample messages and a description of how people opt in. Approval often takes several days and can take longer if a carrier asks for changes. We prepare the submission. You confirm the business details.

Consent depends on the message. When someone calls or texts your shop first, replying about what they asked for is generally treated as a conversation they started. Appointment reminders for a job they booked are informational. Promotional texts, like rebooking offers and seasonal deals, need clear opt-in. That's why we add a checkbox to your booking flow ("Text me when my next maintenance is due") and only send rebooking texts to people who checked it.

Honor STOP and HELP. STOP, and words like "quit," "end," "cancel" and "unsubscribe," end all texts to that number. The system sends one short confirmation with no marketing in it, then nothing. We set opt-outs to take effect immediately. Check the current federal rule above for the exact legal deadline. HELP gets an automatic reply with your shop name, phone number and how to opt out.

What your shop provides

Your business number. There are three ways to set it up:

OptionHow it worksGood fit whenWatch out for
Text-enable your current numberCalls stay with your phone company. Texting is added to the same number through the texting provider.Your number is on your sign, your truck and years of Google reviewsSome phone carriers handle missed-call detection differently, so we test it first
Move your number to the platformThe number is ported, so calls and texts run through one systemYour current phone service is basic and you want one inbox for everythingPorting takes coordination, and your desk phone setup may change
Add a new local numberA new number for ads and the website, forwarding to your phoneYou want to track one channel separatelyCustomers who call your old number aren't covered unless it forwards too

Also send us:

How it ties to the CRM

Every conversation becomes a contact record with the name, number, vehicle, service and where the lead came from: missed call, website form or ad. Each record moves through stages: new, quoted, booked, completed, review requested, rebook due. Changing the stage is what fires the automations. Mark a lead "quoted" and the follow-up starts. Book it and the follow-up stops while the reminders start. Mark the job complete and the review request and the rebooking timer begin.

That means you can see each week how many calls you missed, how many of those callers texted back, and how many quotes turned into booked jobs. If you already use booking or shop software, we check during setup whether it can connect before suggesting anything new.

Which plan includes it

Our Scale plan, $2,997/month plus a $1,000 one-time setup, includes this automation for follow-up, scheduling and lead capture as part of the full system. If you only need part of it, ask us on a call. Plans run a 3-month minimum, then month to month. Carrier registration and per-message costs depend on the texting provider, and we go over them with you before anything is signed. See all plans in the pricing section, or book a call and we'll map out which of the five automations your shop needs first.

Follow-up automation questions

Will customers know the first text is automated?

Some will, and that's fine. A fast, clear text with your shop name reads as a shop that has its act together. What annoys people is an automated message that ignores what they just said, which is why any reply stops the sequence and goes to a person.

Can I keep the phone number I already have?

Usually, yes. Text-enabling your current number keeps calls with your phone company. We test missed-call detection with your carrier before going live.

What if a customer texts STOP and then wants to book?

They can text START (or call you) to opt back in. Until they do, the system won't text them, and you shouldn't either. Call them instead if they've asked you to.

What happens when I'm on vacation or the shop is closed for a week?

You switch the shop to "closed" with a return date. The missed-call text says when you're back, scheduled follow-ups pause, and reminders for booked jobs still go out as planned.

Do I need the Scale plan just for missed-call text-back?

The full automation is part of the Scale plan. If you only need part of it, ask us on a call and we'll tell you honestly what makes sense.

Can the texts include my prices?

Yes, as starting-at ranges from the price sheet you give us. Final quotes always come from you.

See where your shop stands before you spend a dollar.

Run the free audit on your website, or book a 30-minute call. You'll get honest feedback, a straight answer on pricing, and no pressure.

Call Free Audit