Workflow
Service reminders and customer retention on autopilot
BayAutomate uses each vehicle's last service, odometer and declined work to bring customers back. It sends service-due reminders, follows up declined work on the date you chose, and runs a win-back journey for lapsed customers (email first, then SMS about 10 days later). Bookings are attributed back to the message that earned them. Messages are simulated during early access.
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.
Step by step
- Service due date is worked out from the last visit and interval.
- A reminder goes out with a booking link.
- Declined work is followed up on its own date.
- Lapsed customers enter win-back: email, then SMS about 10 days later.
- New bookings are attributed to the message.
Status of what's on this page
| Capability | Status |
|---|---|
| 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 |
| Customer timeline (mini CRM) Every booking, quote, approval, job, invoice, payment, message and note on one customer and vehicle history. | Included |
| Real SMS and email sending Built with consent and opt-out handling; real delivery is switched on at launch. | Coming soon |
Checked 8 November 2026.
Questions
Can I edit a single message in the queue?
Yes. Editing a queued message changes that message only.
How is a booking attributed?
If a customer books within the attribution window after a message, the booking is credited to it.