Customers + Jobs
Two databases that hold every customer and every job you do, linked together.
- Each customer's full job history in one place
- No more digging through DMs and your notes app
Detail OS Lite · Notion template
Get your detailing business out of your head and into one system.
The same Notion CRM I build for my clients, without the automation. Know who to text today, who's due for a rebook, and what you actually made this month.
$18 one-time
Leave your details below and I'll send you the link when it's live.
One-time payment. You'll get the template link right after checkout.
Who to text today
Each one has a reason| Customer | Reason | Why | Last job |
|---|---|---|---|
| Tasi B. | Rebook | 30 days since their last Full Detail | Full Detail · SUV |
| Marcus T. | Check-In | Ceramic coating last week, see how it's holding up | Ceramic Coating |
| Jordan L. | New | Asked for a price, hasn't booked yet | None yet |
| Leilani C. | Rebook | 60 day rebook date is today | Full Detail · Sedan |
Sample data. In Lite you add customers and jobs yourself. This page sorts them into who to text and why.
What's inside
Everything you need to run the day. Nothing you don't.
It's the CRM my Pro clients use every day, handed to you as a template. You set it up in your own Notion and it's yours.
Follow Ups
Open it in the morning and you know who to text today, and why.
RebookCheck-InNew
Rebooks
Your repeat numbers in one page: who came back, and who's due to.
- 30 / 60 / 90 day rebook buttons on every job
- See how many customers actually return
Customers + Sales dashboards
The numbers that tell you why a week was good or slow.
- Booking rate by source
- Cash collected by month
- Average ticket, no-show rate, upsell rate
Job buttons
Tap a button as the job moves along. No typing the same thing over and over.
In ProgressNo ShowComplete!Collected PaymentUpsell
The SOP
A short page on how to run your day in the system, so it actually gets used.
- What to open first thing
- When to log a job and which buttons to tap
What Lite doesn't do: nothing here messages your customers or fills itself in. You add customers and jobs by hand and you send the texts. The booking site and DM automation are Pro.
How it works
Set up in an afternoon
No calls, no onboarding. You buy it, copy it into your Notion and start using it.
- STEP 01
Buy it
$18, one time. Checkout takes a minute.
$18 one-time - STEP 02
Get the link
You'll get the template link right after checkout.
Right after checkout - STEP 03
Duplicate it
Open the link and duplicate it into your Notion. The free plan works.
One click - STEP 04
Start logging today
Add your last few customers and jobs, then follow the SOP. Tomorrow morning, open Follow Ups.
SOP included
Who it's for
For detailers who are ready to get organized.
Lite is where you build the habit. Log the jobs, work the list, get your pricing into packages.
A good fit if you
- Do under $5k a month and want a real system before you grow
- Keep customers in your head, your notes app or your DMs right now
- Are moving to packages instead of quoting every job custom
- Want customers to come back and never know when to reach out
- Don't mind logging jobs by hand for now
Not the right fit if you
- Already do $5k+ a month with steady DMs. Pro is built for that
- Want bookings to come in and log themselves. That's the booking site and DM automation in Pro
- Want someone to set it all up and run it for you
- Won't open it once a day. A system only works if you use it
When your DMs get busy
Start with Lite. Plug in the automation later.
When you're getting more DMs than you can answer, the booking site and DM automation plug into the same system. That's Detail OS Pro, and I build it for you.
Lite$18 one-time
- You add customers and jobs by hand
- Follow Ups, Rebooks and dashboards
- Job buttons and 30 / 60 / 90 day rebooks
- Self-serve, you set it up
ProBuilt and run by me
- A booking website with your packages and real open times
- Instagram DM automation that follows up where people stopped
- Every booking fills the CRM on its own
- I set it up and keep it running
FAQ
Questions about Lite
Do I need a paid Notion plan?
No. The free Notion plan works. The template is built for one person running their business.
Is this the same as Pro?
It's the same CRM, without the automation. In Lite you enter customers and jobs yourself. In Pro I build you a booking website and Instagram DM automation, every booking fills the CRM on its own, and I set it up and keep it running.
Is anything automated?
Nothing sends messages for you. The buttons update a job when you tap them, and the Follow Ups and Rebooks pages sort what you've logged. You still text your customers yourself.
How do I get it?
You'll get the template link right after checkout. Open it, duplicate it into your Notion, and follow the SOP page to set up your first day.
Can I use it on my phone?
Yes. It lives in your Notion, so it works in the Notion phone app too.
What happens when I outgrow it?
When your DMs get busy, the booking site and DM automation plug into the same system. Book a call and we'll see if Pro makes sense for you.
Detail OS Lite
Get your system for $18
One-time. Set it up this afternoon.
- Customers + Jobs databases
- Follow Ups: who to text today
- Rebooks page
- Customers + Sales dashboards
- Job buttons
- 30 / 60 / 90 day rebook buttons
- The SOP for your day
- Works on the free Notion plan
$18one-time
Get Lite · $18
Checkout opens soon
Leave your details below and I'll send you the link when it's live.
Got it.
I'll email you the checkout link the moment it's live. While you wait, click around the CRM demo to see how it works.