Website CTA / iframe
Book form → diary → check-in pack → board
Customer: Public /book/[slug] or iframe on the shop site
Staff: Advisor confirms, checks in, opens tablet packs
Live in shop appMarketing preview below
Forms · tablet · custody
Hand the customer the tablet. Same packs as print, email, and SMS.
Six form packs bound to shop documents. Walk-in at the desk, book from the website, or send a link. Required authority ticks stay required. Clauses are a draft jurisdiction pack — not legal advice.
Try it
Fill a customer form on a tablet frame
Client-side preview using the same domain packs as the shop. Nothing is saved to a tenant.
Counter tablet · landscapeJOB_CARD · AU-FED · draft
This is a marketing preview. Live counter theatre is the shop app /companion/tablet after login. Submits here stay in the browser.
Three doors
Book, walk-in, or remote fill
Every path lands on the same board. ATR is never a naked iframe on your marketing site.
Walk-in
Counter tablet intake → JOB_CARD / RO → ATR → board
Customer: Fills the iPad at reception
Staff: Reception starts intake; advisor stands the ATR
Remote phone / SMS-email
Form studio link → same packs → advisor review → board
Customer: Phone or laptop, no shop login
Staff: Sends FORM_REQUEST; reviews answers before production
Staff stages
What the desk does from book to collection
Same packs on every door. The advisor owns authority; the tech owns the car.
Reception / advisor
Before they arrive
- Share /book/[slug] or the site iframe CTA.
- If they already have a time, send CHECK_IN_LINK or FORM_REQUEST (intake) from Form studio.
- Email first on Starter. SMS only when the Growth pack is on.
Reception, then advisor
Walk-in / counter
- Open /companion/tablet · pack = intake.
- Hand the iPad. Required ticks stay required.
- Advisor stands ATR on the same desk before the car goes to production.
- Print a job-card / ATR copy if they want paper.
Advisor (never the tech alone for extras)
During the job
- After DVI: estimate_authorise or portal ESTIMATE_READY.
- BR-006 extras: change_order pack + email trail.
- SMS is “photos / estimate ready” — no diagnosis detail (CX-28).
Advisor / cashier
Ready / collection
- READY_FOR_COLLECTION + invoice email. SMS on Growth.
- Inspection_ack if they have not seen photos.
- Commercial review / reminder waits for the marketing tick.
Staff playbook
Every pack: who, when, required, next document, comms
| Pack | Staff | When | Required | Next | Print / email / SMS |
|---|---|---|---|---|---|
| New job intake | Reception / service advisor | Walk-in, or a remote “fill before you arrive” link | Name, mobile, rego, concern, transactional contact tick | JOB_CARD notes. Marketing tick never pre-ticked. | Print: Optional job-card copy after submit Email: Starter — deep link to tablet/intake SMS: Growth pack — same link; skipped on Starter |
| Vehicle check-in | Advisor at the car | Keys handed over | Odometer, fuel, key count | Job card notes (belongings / existing damage optional) | Print: Rare — photos later beat paper Email: Confirm check-in if customer left SMS: “We’re checking the vehicle in” — high-level only |
| Authority to Repair | Advisor + customer | Before production / listed work | Authoriser name, mobile, clause tick, signature | ATR document snapshot. Not-to-exceed optional. | Print: Hand a paper ATR from Documents → print Email: Preferred paper trail + PDF/link SMS: “ATR is ready to sign” + link — no legal text in SMS |
| Estimate acknowledgement | Advisor | After DVI + line approve/decline | Seen prices (inc GST), name, signature | ESTIMATE snapshot | Print: Estimate PDF from Documents Email: Preferred for prices and portal token SMS: Growth — “estimate ready” + portal link |
| Change order / extra work | Advisor (never the tech alone) | BR-006 — job grew past authority | Extra-work tick, name, signature | CHANGE_ORDER document | Print: Print the change order Email: Required trail for extras SMS: Ping only — details in email/portal |
| Inspection viewed | Advisor | After DVI photos on the same tablet | Seen-photos tick | INSPECTION_REPORT | Print: Optional findings sheet Email: Gallery / portal link SMS: “Photos are ready” — no diagnosis detail (CX-28) |
Deliver the form
Printout, generated email, text message
After tablet submit, open Documents → preview / Open for print / PDF. Browser print — not a typesetter. ATR remains draft until counsel.
Generated email
Form studio or Messages → pick customer + event → dispatch. SMTP sends the template + deep link. Starter included.
SMS
Same dispatch, second channel. Growth SMS pack. Starter is skipped with an honest status, not a fake send.
| Event | Class | SMS | Consent | |
|---|---|---|---|---|
| FORM_REQUEST | Transactional | Starter | Growth pack | Transactional tick / service relationship |
| TABLET_READY | Transactional | Starter | Growth — “you’re next at the desk” | Transactional |
| CHECK_IN_LINK / ESTIMATE_READY / DOCUMENT_READY | Transactional | Starter — preferred for ATR/estimate | Growth — link only, no diagnosis | Transactional |
| APPROVAL_REQUIRED / INVOICE_ISSUED / READY_FOR_COLLECTION | Transactional | Starter | Growth | Transactional |
| SERVICE_REMINDER / REVIEW_REQUEST / DEFERRED_FOLLOWUP | Commercial | Consent required | Consent + quiet hours | Marketing tick — never pre-ticked |
Staff send from Form studio or Messages. Templates are events — not an AI lawyer. Full comms limits
Event templates
{{shopName}}, {{formName}}, {{ctaUrl}} render in Form studio and Messages. Staff override is optional — do not paste a novel.
Inbound keywords (demo)
HELP, STATUS, STOP, FORM, YES / RESCHEDULE on the mock inbound path. Not an AI receptionist or a carrier inbox.
Quiet hours
Commercial SMS respects tenant quiet hours. Transactional job texts (tablet ready, ATR link) may still send.
Honest skip statuses
SKIPPED_NO_PHONE, SKIPPED_NO_CONSENT, SKIPPED_PLAN_ENTITLEMENT, SKIPPED_NO_CUSTOMER — fix the cause, then resend.
Email vs SMS packaging
Transactional email is on Starter. Two-way SMS pack is Growth (250/mo) / Scale (1,000). Adapter is mock until Twilio keys.
What we will not do
No public ATR iframe. No AI-generated legal copy. No Connected SMS badge. No silent overage theatre.
Website
CTA and book embed — not a public ATR iframe
Paste a Book CTA or iframe the live book form on WordPress / Squarespace / Webflow. Intake and ATR stay on the tablet or a staff-sent link.
<a href="https://wrench-app.atelierhoney.com.au/book/your-shop-slug"
style="display:inline-block;padding:12px 20px;border-radius:10px;background:#0284c7;color:#fff;font-weight:600;text-decoration:none;">
Book a service
</a>Counter tablet.
Waiting-room theatre for intake and Authority to Repair. Same packs the desktop studio publishes.
Pricing inclusion
Why tablet and email sit on Starter
The daily desk should not be a hostage feature. SMS is a metered pack because carriers cost money. List prices stay USD $149 / $299 / $449.
Starter · USD $149/mo
Six form packs, Form studio, counter tablet, email dispatch, browser print/PDF, public /book URL + iframe. 3 seats · 1 location.
Growth · USD $299/mo
SMS pack (250/mo soft cap), DVI, card-pay entitlement, labour clock, KPIs. Same tablet — SMS form links stop skipping.
Scale · USD $449/mo
SMS 1,000/mo, multi-location, RBAC, webhooks, Xero dry-run. Same packs; more seats.
Best practice · not legal advice
Email and SMS limits staff should actually follow
- Use the event catalogue, not a pasted novel. Templates render {{formName}} and {{ctaUrl}}.
- Transactional contact tick before any marketing tick (intake already enforces this).
- Quiet hours apply to commercial SMS. Transactional job texts may still send.
- Prefer email + portal/PDF for ATR and estimates. Use SMS for “tablet ready / you’re next.”
- Do not SMS diagnosis detail (CX-28: high-level progress only).
- Starter: email first. Growth: SMS pack with a soft monthly cap (250 / 1,000).
- If Messages shows SKIPPED_NO_PHONE, SKIPPED_NO_CONSENT, or SKIPPED_PLAN — fix that, then resend.
SMS without Twilio
Adapter returns mock/stub statuses. Never marketed as Connected.
SMS on Starter
Channel skipped (SKIPPED_PLAN_ENTITLEMENT). Email still sends.
Email in demo
SMTP → Mailhog on :8025. Production SES/SendGrid is ops, not this page.
Captcha on public book
Not shipped. API rate limits only.
ATR / change-order clauses
Draft jurisdiction pack. Not counsel-certified. Not legal advice.
AI-generated legal or estimate copy
Out of scope. Events generate short CTAs, not an AI lawyer.
Two-way inbox
HELP / YES / STOP mock inbound exists. Not a full carrier inbox.
Website intake iframe
Not offered. Unsigned ATR on the public internet is a spam and authority risk. Send a link.