Tekmetric or Shopmonkey holds everything: last inspection, insurance date, tyre season and mileage, but nobody has time to remind customers. Every week the solution prepares personal reminders by SMS, e-mail or Messenger with a suggested time and a booking link, and the service advisor approves the list before sending.
Built for ISO 27001NIS2 DORA
Most of an auto repair shop's revenue is recurring work: the periodic inspection, oil changes by mileage, tyre changeover in spring and autumn, and insurance renewal, which the customer often ties to the shop. All these dates are already in your Tekmetric or Shopmonkey database: mileage at the last visit, the recorded inspection date, the set of tyres in storage. But reminders go out only when the service advisor has a free hour, which is rare. The result is that during tyre season everyone calls the same week, the rest of the year the lifts are half empty, and some customers have the inspection done at whichever place reminded them.
The solution is built from Copilot Studio and Power Automate and runs in your Microsoft 365 tenant. Every week a Power Automate flow takes from a Tekmetric or Shopmonkey export or interface the customers whose deadline is approaching: the periodic inspection by the last inspection date (where the date is not in the database, we check the validity by number plate in the public vehicle registry lookup), oil by mileage and average driving, tyres by season and whether you store their tyres, and insurance by the recorded date. For each customer a Copilot Studio agent generates a personal reminder in your tone with the specific car, two or three suggested times from the Bookings calendar and a booking link. The service advisor gets the weekly list: what to send, to whom and by which channel, removes customers who already booked or asked not to be contacted, and approves. Only then do the reminders go out by SMS, e-mail or Messenger, if the customer talks to the shop there. A customer's reply, for example "Thursday works", is passed to the booking assistant or the service advisor, who records the visit, and a flag for the reminder sent appears in the customer record in the shop software. We connect to Tekmetric and Shopmonkey through their APIs or exports, depending on the version; we choose the method after a check. Data does not leave your environment, customers' marketing consent is checked before they are added to the list, and we maintain the flows together with your Microsoft 365 administration.
Four steps from input to a record in your system, with human approval wherever there is risk.
Each week the flow goes through the Tekmetric or Shopmonkey data via an export or interface and selects customers whose inspection, mileage-based oil change, tyre season or insurance expiry is coming up in the next few weeks. A missing inspection date is confirmed by number plate in the public vehicle registry lookup. Consent to receive messages is checked.
For each customer the agent writes a short reminder in your tone: which car, what is coming up, why it is worth not waiting, and two or three free slots from the Bookings calendar with a one-click booking link. The channel is chosen from the customer record: SMS, e-mail or Messenger.
The service advisor sees a table with customers, channel and text, removes those who have already booked or asked not to be contacted, edits the text if needed and approves. Reminders are sent from your own sender, and a flag for the reminder sent is written to the customer record in Tekmetric or Shopmonkey.
A customer's reply on Messenger or SMS goes to the booking assistant or the service advisor, and an opt-out is recorded in the shop software database so that the customer is not contacted again. We track how many reminders turn into visits and refine the texts and sending times together with you.
A weekly flow from a Tekmetric or Shopmonkey export or interface with deadline rules, a public vehicle registry check for inspection by plate, consent verification and an exclusion list.
Texts for inspection, oil, tyres and insurance by SMS, e-mail and Messenger, which the service advisor can edit without a developer.
The weekly list in Teams or SharePoint, where each reminder is approved or cancelled with one click.
Who received a reminder, when and through which channel, flags in the Tekmetric or Shopmonkey records, how many reminders turned into bookings, and our support after implementation.
Copilot Studio + Power Automate from Tekmetric or Shopmonkey data through an interface, API or export, depending on the version, with a public vehicle registry inspection check and sending by SMS, e-mail or Messenger. We choose the platform by the task and by where your data may be located. Read more about this service and its limits on the service page.
A service reminder to an existing customer is generally considered legitimate, but the flow still checks the consents and opt-outs recorded in your Tekmetric or Shopmonkey database, and every message has an option to opt out. You confirm the legal basis with your data protection officer.
Yes. We read Tekmetric and Shopmonkey data through their APIs or an export, and with other shop software through an API, a file export or an e-mail flow, depending on the version; we choose the integration method after a check. Suggested times come from the Microsoft Bookings calendar, and if you keep the calendar in the shop software, we take the times from there or offer only a booking link.
Then those reminders are simply not generated for that customer, and the service advisor is shown a list of the missing data. The inspection validity can be confirmed in the public vehicle registry lookup by number plate, mileage usually fills in from repair orders, and the insurance date is recorded during a visit by asking the customer.
A customer sends a photo with the question "how much will this cost", and the technician spends half an hour paging through TecDoc and supplier…
An insurer form, an Audatex estimate, a manufacturer warranty claim, photos, parts invoices and the VIN: every case means an hour of paperwork and…
Mechanic notes on a scrap of paper, the service advisor's guesses and an invoice issued from memory in the evening.
Customers call over lunch, write on Messenger in the evening and leave voice messages when the service advisor is busy at the counter.
This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.
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The AI security programme and its controls are managed following the ISACA methodology.
AI risks are identified and managed like any other IT risk.
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