Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Build the relationship beyond the sale. Connected to your DMS.
Service is the customer-experience and service-operations capability within the Shiftix Cloud Customer Operations Platform. Connect scheduling, communication, approvals, payments, follow-up, and retention around the repair order while your DMS remains your trusted system of record.
System of Record
Keep the DMS. Add the layer your customers need.
Shiftix connects to your existing DMS and pulls in the core information your team already works with: customers, vehicles, repair orders, and service history. Instead of rebuilding this data in a disconnected system, Shiftix uses it to power a modern service experience.
The DMS Runs the Operation
Your DMS handles core customer records, repair orders, technician time, labor, parts, warranty, invoicing, and accounting.
Shiftix Connects the Experience
Shiftix adds modern scheduling, digital check-in, SMS communication, live status, digital inspections, digital approvals, and mobile payments.
One Connected Experience
From appointment to payment—and beyond.
Shiftix connects the major customer-facing and operational pieces of the service journey, giving advisors one place to work and managers greater visibility.
Schedule
Mobile booking connected to the customer.
Check In
Capture service concerns, notes, and customer context.
Communicate
Two-way SMS and connected history.
Inspect
Visual condition reports and notes.
Approve
Share estimates and track authorization status.
Update
Keep customers informed of RO progress.
Pay
Secure SMS links for fast checkout.
Pick Up
Automate ready notifications and delivery.
Follow Up
Recover declined work and maintenance.
Retain
Drive future visits with reminders.
See your entire service department in one place.
Shiftix brings DMS repair-order information together with customer communications, approvals, payments, and workflow activity. Instead of searching for problems, your team sees exactly what needs attention.
- Track current RO status, vehicles being diagnosed, and outstanding payments.
- Surface exceptions instantly, like customers awaiting an update or unanswered messages.
- Monitor advisor workload and vehicles approaching their promised completion time.
Estimate Awaiting Approval
RO #48291 • Sent 45 mins ago
Promised Time Approaching
RO #48288 • Due in 30 mins
Customer Message Unanswered
Waiting for 15 mins
John Doe
2021 Honda CR-V • RO #48291
Every conversation connected to the repair order.
Give advisors one workspace instead of disconnected texts, emails, and phone systems. Customers don't need to download another app—Shiftix communicates through the channels they already use.
- Two-way SMS and email with complete, shared conversation history.
- Automated service status updates so customers know what's happening.
- Send photos, videos, inspection links, and estimates directly via text.
Show customers what their vehicle needs.
Turn technician findings into a clear, visual experience. Shiftix transforms repair recommendations into interactive digital estimates that customers can understand and approve from their phone.
- Present Red/Yellow/Green conditions with photos, videos, and technician notes.
- Customers can approve or decline individual items with electronic authorization.
- Complete audit trail: what was presented, viewed, approved, and when.
- DMS synchronization where supported, plus deferred-work tracking for future retention.
Front Brake Pads & Rotors
$485.00
Pads are at 2mm. Rotors are scored and cannot be resurfaced. Replacement recommended immediately.
Cabin Air Filter
$65.00
Your Invoice
RO #48291 • Total Due
$550.00
From "your vehicle is ready" to paid in minutes.
Shiftix makes payment part of the service experience—not another disconnected step at the counter. Advisors can send customers secure payment requests directly to their phone.
- Send secure SMS and email checkout links before the customer arrives.
- Support for Apple Pay and Google Pay where available for friction-free checkout.
- Handle deposits, special-order parts prepayments, and failed-payment follow-ups.
- Provide automatic ready-for-pickup notifications and instructions once paid.
The Aria AI assistant for Service
The Aria AI assistant provides intelligent guidance, prioritization, and summaries to help advisors and managers understand what needs attention. Built around your DMS data, the Aria AI assistant operates strictly under human control—drafting review-ready communications and preparing insights while your team makes the final decisions. It is not an autonomous employee, and it makes no unsupervised decisions.
Identify Exceptions
Ask the Aria AI assistant to instantly find customers waiting for estimates, unanswered messages, or vehicles missing their promised completion time.
Draft Communications
The Aria AI assistant prepares contextual, review-ready updates based on the repair order, ready for advisor approval before sending.
Management Summaries
Get quick briefings on service department performance, declined work opportunities, and advisor workload.
Service CRM & Workflows
Turn today's repair order into tomorrow's service relationship.
Shiftix uses service activity, customer history, and declined recommendations to help businesses bring customers back. Automate the routine and surface the important.
Intelligent Workflows
Automate appointment reminders, arrival acknowledgments, approval requests, and service-complete notifications.
Service Retention
Automatically follow up on declined services, track deferred maintenance, and send time-based maintenance reminders.
Complete Timeline
Combine DMS records with Shiftix engagement data to see every appointment, conversation, and future opportunity in one place.
Turn service activity into management intelligence.
Give service managers and business leadership a clear view of performance, cycle times, and financial opportunities across one store or an entire group.
- Track show rates, approval rates, average RO values, and declined dollars.
- Monitor operational bottlenecks: inspection completion rate, customer response time, and promised-time performance.
- Multi-location enterprise reporting with centralized templates, shared rules, and role-based permissions.
Approval Rate
72.4%
+4.1% vs last week
Awaiting Auth
$14,250
Across 18 ROs
Time to Pay
14 min
via SMS Checkout
Promised Missed
3
Needs attention
Complete feature list
Everything included in Service
Explore the complete set of customer experience and operational features that connect with your DMS.
Scheduling & Check-In
- Online and mobile-friendly service scheduling
- Existing customer and vehicle recognition
- DMS appointment synchronization where supported
- Mobile and advisor-assisted digital check-in
- Transportation requirements and promised-time expectations
Communication & Status
- Two-way SMS and email with complete history
- Customer-facing live service status page
- Automated service status and delay updates
- Unanswered-message and exception alerts
- Message templates with photo and video support
- Customer service portal requiring no app download
Inspections & Approvals
- Digital vehicle inspection (DVI) workflow
- Red/Yellow/Green conditions with photos and video
- Interactive digital estimates and pricing
- Approve or decline individual recommended items
- Complete electronic authorization history and timestamps
- DMS synchronization where supported
Payments & Delivery
- Integrated credit/debit payment processing
- SMS and email payment links for mobile checkout
- Apple Pay and Google Pay where available
- Digital invoice presentation and customer receipts
- Ready-for-pickup notifications and instructions
- DMS payment reconciliation where supported
Command Center & CRM
- Real-time view of service department exceptions
- Combined customer timeline across sales and service
- Automated follow-up and CSI/review requests
- Declined-service and deferred-maintenance tracking
- Lapsed-customer and seasonal service campaigns
- Multi-location management and enterprise reporting
Shiftix for B2B
Sell to businesses instead of consumers?
Connected workflows for account-based sales teams.
Shiftix B2B is a connected CRM and revenue-workflow platform for manufacturers, suppliers, distributors, OEMs, service providers, and other B2B organizations. Bring account context, pipeline management, communications, and review-ready AI guidance together while your team stays in control.