PDR Lead-to-Job Snapshot: Getting Started

Choose the right setup path.

Your Marketplace purchase determines who performs the initial configuration. Both options require your own eligible account and your own provider subscriptions and usage billing.

Understand what was delivered.

• Ten-stage PDR lead-to-job opportunity pipeline
• Ten coordinated Draft workflows covering intake through review
• Damage-inspection calendar and PDR intake fields
• Customer and damage-photo intake form
• Reusable tags, custom values and message templates
• Portable PDR customer knowledge-base content
• Disabled SMS Conversation AI assistant template
• Disabled Voice AI receptionist framework

Install into the correct location.

1. Sign in to the account that will own and operate the PDR system.
2. For the safest installation, create a new sub-account/location for the business.
3. Install the purchased snapshot into that location.
4. If installing into an active location, first document existing pipelines, fields, forms, calendars and workflows. Imported assets may create duplicates.
5. After import, confirm that the pipeline, calendar, form, custom fields, tags, custom values, workflows and AI templates are present.
6. Do not delete similarly named assets until you know which version is connected to existing forms, websites or automations.

Replace every placeholder and connect your services.

• Replace the business name, main phone, website, service area and shop address.
• Replace the booking link, Google review link, privacy-policy URL and terms URL.
• Add the correct users and assign an owner for leads, alerts and escalations.
• Set the location time zone, business hours and calendar availability.
• Configure appointment duration, buffers, notice rules and assigned calendars.
• Connect the buyer-owned phone number and confirm calling and SMS routing.
• Connect the buyer-owned email service and authenticated sending domain.
• Review A2P registration, consent language, quiet hours, DND and STOP handling.
• Customize the PDR Photo Estimate Request form and embed or link it from the buyer's website.
• Review every email and SMS message for accuracy, tone and approved business information.

Recommended photo instructions

Ask the customer for at least three images: a full vehicle/context photo, a straight-on damage photo and an angled or reflection photo showing dent depth. Photos support preliminary review only and do not guarantee repairability or a final price.

Keep AI disabled until it is personalized and tested.

The core snapshot does not require AI. The included Conversation AI and Voice AI assets are frameworks that require additional configuration, eligible account features and buyer-funded usage.

• Confirm that the buyer's plan and billing support the desired AI features.
• Personalize the knowledge base with approved services, hours, service area, location, policies and escalation rules.
• Replace every temporary handoff assignment with the responsible buyer user or team.
• Connect the correct phone number and verify the Voice AI transfer destination.
• Test pricing, repairability, insurance, legal, safety and unknown-question boundaries.
• Test human handoff, manual staff replies, conversation limits, summaries and STOP/DND behavior.
• Activate AI only after the buyer accepts the applicable usage charges and every critical test passes.

Run a controlled end-to-end test.

Use a synthetic contact, an owner-controlled phone number and non-customer test images. Do not test on a real lead.

Complete the launch gate.

• No placeholder business information remains.
• No prior-client or test customer data is present.
• Every automation has an owner, trigger, stop condition and opt-out path.
• Calendar assignments and internal alerts reach the correct person.
• The full synthetic lead-to-job journey passed.
• The buyer approved the message copy and go-live timing.
• A rollback plan exists: return workflows to Draft and disconnect live traffic.