Map the shop’s workload
Discuss the number and type of repair orders, available inspection information, existing software, and the work you want to delegate. Confirm capacity before promising coverage.
Dottie supports the people doing the work. Your consultation defines the remote responsibilities, coverage, and customer-facing authority.
Discuss the number and type of repair orders, available inspection information, existing software, and the work you want to delegate. Confirm capacity before promising coverage.
Set the writing rules, pricing approach, review responsibility, and communication permissions. Verify any system or portal access rather than assuming it is available.
Use the technician’s findings and the shop’s approved information to prepare clear repair lines. Review customer concerns, recent service, and shared labor before the next handoff.
Present the estimate through the agreed process. Track customer questions and decisions, or coordinate warranty/fleet requirements. Each party retains its own authorization authority.
Keep ownership, outstanding questions, and follow-up visible. Review the pilot using recorded activity, not invented savings or guaranteed outcomes.
Use the illustration to move through inspection context, estimate checks, and customer decisions. No real repair orders or customer information are shown.
Provisioned users sign in to the Dottie workspace. The current pilot keeps live integrations disabled while onboarding and service scope are confirmed.
Open the app login →
Start with a consultation request. Scope and coverage are agreed before enrollment.