The challenge
Advisors tracked jobs on paper and status lived in whoever answered the phone. Quotes got retyped into invoices, and vehicle history was incomplete when a tech asked what failed last season.
The switch
They started on Ignition, imported active customers and vehicles, and moved new jobs into Motivra work orders first. The customer portal handled quote approvals for larger jobs while the team learned the counter flow.
Ignition → Cruise as user count grew
Results
- One place for vehicle history before every estimate
- Fewer status calls after portal adoption
- Invoices issued from the same job record as the work order