Build Deposit Workflow
- 1Consultation form is submitted via the website
- 2Automated build sheet template is sent to the client
- 3Deposit invoice is generated and sent via SMS
- 4Calendar slot is reserved once payment is confirmed
Systems for Performance Shops
Streamline Your Performance Shop Workflows
Performance shops bring in revenue through high-ticket builds, dyno tuning, and custom fabrication. Revenue tends to slip when billable technician hours are lost to chasing parts backorders or providing manual project updates to clients.
Automotive
- Missed Call Text Back
- Build Progress Portals
- Digital Change Orders
- Dyno Scheduling Automation
- Automated Review Requests
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A potential client reaches out regarding a specific build sheet or forced induction kit.
- 02
Consultation
The shop lead evaluates the vehicle, power goals, and necessary supporting modifications.
- 03
Deposit
The project is scheduled once the retainer is paid and long-lead parts are ordered.
- 04
Teardown
Technicians begin the disassembly and document any unforeseen wear or required repairs.
- 05
Fabrication
Custom work, engine assembly, or component installation takes place in the bay.
- 06
Calibration
The vehicle is moved to the dyno for ECU tuning and performance verification.
- 07
Delivery
The client receives the final dyno sheet, vehicle, and maintenance break-in instructions.
Where it leaks
Common problems for performance shops.
01
Scope Creep
Performance builds often evolve once the engine is pulled, leading to unpaid labor if changes are not documented. Without a formal digital approval process, shops struggle to bill for the extra hours spent on custom fabrication.
02
Communication Gaps
Clients spending significant capital on a build expect frequent updates on progress. If the shop owner is stuck on the phone explaining a delay, they are not on the floor generating revenue.
03
Parts Bottlenecks
Missing a single gasket or fitting can stall a lift for days. Poor tracking of backordered performance parts leads to inefficient scheduling and shop congestion.
04
Uncollected Payments
Waiting for a client to bring a check or call with a card number delays vehicle pickup and shop turnover. Friction in the final billing stage slows down the entire shop workflow.
05
Lost Lead Flow
High-intent enthusiasts often message shops after hours when they are researching builds. If the shop does not respond immediately, the client often moves to a competitor who answers first.
What LATTICE can build
Systems built around how you work.
Missed Call Text Back
If a shop is loud and the phone is missed, the system immediately texts the client to start the consultation process.
Build Progress Portals
Clients can log in to see photos of their engine build or installation progress without calling the shop.
Digital Change Orders
Send quick SMS approval links for unexpected repairs or part upgrades discovered during the teardown.
Dyno Scheduling Automation
Coordinate dyno time by automatically reminding clients of their slot and providing prep instructions.
Automated Review Requests
Trigger a request for a review and photos once the final dyno pull is complete and the vehicle is delivered.
Text to Pay
Send secure payment links for deposits or final balances so the car is ready for immediate release upon arrival.
Parts Arrival Notifications
Automatically notify the lead technician and the client when backordered components are checked into the shop.
Example systems
What it looks like in practice.
Vehicle Completion Sequence
- 1Technician marks the build as complete in the dashboard
- 2System sends the final invoice and dyno sheet PDF to the client
- 3Pickup window is scheduled through an automated booking link
- 4Follow up message sent 7 days later to check driveability
Winter Project Reactivation
- 1Identify past clients with seasonal vehicles in the CRM
- 2Send a broadcast regarding winter build scheduling in late autumn
- 3Automated responses handle initial inquiries for turbo kits or engine refreshes
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from performance shops
How do we handle photos for long-term builds?
The system allows technicians to upload photos directly from a mobile device to a client portal. This keeps the client engaged with the build progress without needing a dedicated social media manager.
Can this help with parts sourcing delays?
While we do not manage logistics, the automation tracks the communication surrounding parts. It keeps the client informed of delays automatically so your staff does not have to make manual update calls.
We do a lot of custom work, can the quotes be flexible?
Yes, the system supports custom line items and digital signatures for change orders. This ensures that every hour of fabrication is documented and authorized before the work begins.
Does this replace my tuning software?
No, this is a business management layer that sits on top of your technical tools. It handles the CRM, scheduling, and billing aspects that specialized tuning software typically lacks.
How does text to pay work for high-dollar builds?
The system sends a secure link where clients can pay via credit card or ACH. This is particularly useful for final payments, ensuring the vehicle does not leave the shop until the funds are secured.