The bays are full and the phone keeps ringing, but nobody can say where each car stands.

Rocketly is a CRM layer for customer communication and the request-approval-handover process: booking and fault requests from connected channels attach to a vehicle and customer record, the estimate goes out for written approval before the job card, cars waiting on parts stay in a task list, and handover notices are planned. It is not a replacement for your garage management software, parts inventory program or pre-accounting; it works alongside them as the communication and follow-up layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox, while a phone request is noted on the same vehicle record. Rocketly supports 12 channel types in total, and which ones you can open depends on your account configuration and plan.

After diagnosis you collect labour and parts lines in the quote module; the estimate is produced as a PDF and shared through a customer-specific link. Whether it was viewed and whether it was approved stay on the vehicle record. Instead of arguing over a verbal yes, you read from the record which line was approved and when. The job card itself continues to be produced in your garage management software.

You build a segment from the last service date and mileage note, then plan reminders with a drip sequence. Workflow Builder ships with 55 templates and offers 46 trigger types, and you set the intervals to match your own service schedule. The team approves the message and the send list, and the decision to send stays with the shop.

The car moves to the Waiting on Parts stage and a task opens for the responsible advisor, along with a status draft for the customer. When the part arrives the task closes and the record moves to the next stage. How long the part takes depends on the supplier and stock availability; this page makes no promise about a third party’s timing, and the record holds only the pending step and its owner.

Policy number, claim number, assessor notes, vehicle photos and the requested document checklist attach to the vehicle record; anything missing keeps a task open, and the file history survives an advisor change. Approval, coverage and payment decisions belong to the insurer; Rocketly does not stand in for those decisions, it only makes the step pending in your shop visible.

No. AI produces assisting output only: reply drafts based on your knowledge base, summaries of long threads and tag suggestions. It does not diagnose a fault, commit to a repair duration or state a final labour or parts price. Those decisions belong to the technician and shop management after diagnosis, and final review plus sending authorization stay with your team.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, and you map name, phone, email, plate, make-model and last service date to your own column headings. That lets you build the scheduled maintenance segment from day one. Checking the mapping with a sample file before the full import is recommended.

Yes. There is a permanently free plan and no credit card is requested; there is no trial window that closes your account. AI, advanced workflows, quote analytics and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan.