Feature: customer timeline
A built-in workshop CRM, without the extra subscription
Each customer and vehicle has one timeline. It records bookings, quotes, approvals, jobs, parts, invoices, payments, messages, calls, notes, consent and declined work, in order, automatically. Nobody has to update a separate CRM, and the next follow-up is always based on what actually happened.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
What lands on the timeline
- Bookings, check-ins and job status changes
- Quotes sent, viewed, approved and declined
- Invoices, payments, refunds and statements
- Messages, replies, calls and internal notes
- Consent changes and opt-outs
Status of what's on this page
| Capability | Status |
|---|---|
| Customer timeline (mini CRM) Every booking, quote, approval, job, invoice, payment, message and note on one customer and vehicle history. | Included |
| Follow-ups, reminders and re-marketing Service reminders, quote chasing, declined-work follow-ups, win-back journeys, campaigns and attribution. Real SMS/email delivery is coming soon (see Email and SMS). | Included |
| Trade and fleet accounts Credit limits, automatic credit holds with owner override, oldest-first payment allocation, monthly statements, account portal. | Included |
Checked 8 November 2026.
Questions
Can I replace a separate CRM?
Many workshops use a separate CRM only for customer history and reminders. BayAutomate includes both. Your accounting software stays.
Who can see internal notes?
Internal notes are visible only to staff, never to customers.