PitDesk Auto Repair CRM

Description

PitDesk Auto Repair CRM is a self-contained CRM for a single auto-repair shop. Customers submit a visit request from the front end; staff run the whole shop from wp-admin. No heavyweight shop-management suite required, and no WooCommerce dependency.

What it does:

• A public visit-request form that customers fill in to book a visit. Each submission lands as a lead.
• Customer records with their contact details.
• Vehicles linked to each customer (make, model, year, VIN, plate, mileage, and more).
• Work orders that move through a fixed status workflow, with labor and parts line items, tax, and totals.
• Full per-vehicle service history.
• A live dashboard: open work orders by status, new leads, and customer and vehicle counts.
• Role-based access for shop owner/manager, front desk, and mechanic.

Staff never use the front end. The only public surface is the visit form, and it adopts your theme or page-builder styling.

Usage

Place the visit form on a public page using whichever tool your site is built with:

• Shortcode: add [wrenchpress_visit_form] to any page, post, or builder text area.
• Block editor: add the “Visit request form” block.
• Elementor: add the “PitDesk Visit Form” widget.
• Divi: add the “PitDesk Visit Form” module.

The day-to-day flow:

1. A customer submits the visit form. It arrives under Leads.
2. Promote the lead to a customer, then add their vehicle.
3. Create a work order and move it through the statuses as the job progresses.
4. Add line items and notes. The vehicle keeps a complete service history you can revisit any time.

External services

This plugin can optionally use a third-party CAPTCHA service to protect the public visit form from spam and automated abuse. A CAPTCHA is only loaded when a shop administrator selects a provider and enters its keys on the plugin settings screen. No CAPTCHA service is contacted until you enable one. You choose one of the following:

Google reCAPTCHA v3

Used to score visit-form submissions so bots can be rejected. When enabled, the reCAPTCHA script is loaded from google.com on any page that shows the visit form, and on submission the plugin sends the reCAPTCHA token, your site key, and the visitor’s IP address to Google’s verification endpoint (https://www.google.com/recaptcha/api/siteverify) to obtain a score. Data is sent only when the form is shown or submitted.
Terms: https://policies.google.com/terms
Privacy: https://policies.google.com/privacy
reCAPTCHA terms: https://developers.google.com/recaptcha

Cloudflare Turnstile

An alternative CAPTCHA used for the same purpose. When enabled, the Turnstile widget is loaded from challenges.cloudflare.com on any page that shows the visit form, and on submission the plugin sends the Turnstile token, your site key, and the visitor’s IP address to Cloudflare’s verification endpoint (https://challenges.cloudflare.com/turnstile/v0/siteverify). Data is sent only when the form is shown or submitted.
Terms: https://www.cloudflare.com/website-terms/
Privacy: https://www.cloudflare.com/privacypolicy/
Turnstile: https://www.cloudflare.com/products/turnstile/