Car Clinic
For Car Clinic, a vehicle maintenance and repair service in Cyprus, we developed a CRM that stretches from customer management to accounting and works with the same data on web, desktop and mobile.
We built a record structure where the service team registers a customer and their vehicle once, and every later visit is added to the history on that same card. With reminders that track service, inspection and insurance dates, customers are called back to the garage on time and their appointments go straight into the calendar.
In the accounting module, we designed a flow where a service job becomes an invoice and the invoice becomes an entry on the customer account. By making income, expenses and receivables trackable in monthly charts, we brought service and financial management together in one system.
- Client
- Car Clinic Cyprus
- Year
- 2020
- Region
- Cyprus
- Work
- Service CRM, reminders and accounting
- Service
- CRM and ERP systems
How Car Clinic works
-
Registers the customer and vehicle
The service adviser creates the customer and their vehicle in a single record, entering the plate, chassis number, mileage and contact details on that card. By adding every later visit to the same card’s history, we gathered the vehicle’s service history in one place.
-
Calls customers back with reminders
Vehicles with service, inspection or insurance dates coming up stand out on the reminders list. We made it possible for the service adviser to send the customer a reminder and add the appointment to the calendar from the same screen.
-
Follows accounting in the same place
A service job becomes an invoice, and the invoice becomes an entry on the customer account. We made income, expenses and receivables trackable month by month, and designed the flow so that every payment collected is deducted from receivables.
Design language
Using petrol green as the main colour in the header bar and charts, we gave the interface a calm, reassuring character. We set the logout and warning buttons apart in red and grouped the cards on a light grey background to keep dense data readable.
Poppins
Regular 400 SemiBold 600
Şirkete genel bakış
- #04686F Petrol green Header bar and charts
- #C43D34 Red Logout and warning buttons
- #E8A23A Orange Expense and receivables charts
- #F2F2F2 Light grey Card background
What we did
-
Customer and vehicle records
A record structure that keeps every visit in the vehicle’s history, with plate, chassis, mileage and contact details.
-
Reminders
Reminders sent to customers whose vehicles have service, inspection or insurance dates coming up.
-
Appointment calendar
A calendar for planning service appointments with customers who respond to reminders.
-
Accounting
An accounting structure that brings invoices, customer accounts, income, expenses and receivables into one module.
-
Overview
A management screen that summarises appointments, income, expenses and receivables in monthly charts.
-
Three platforms
One system that works with the same data in the web browser, on desktop and in the mobile app.