Template library grid
The starting point for new workflows. Each tile is a battle-tested template — quote follow-up, roadworthy expiry SMS, refund > $200 manager flow, new customer welcome, recall hit reach-out, PDI checklist playbook. Install, edit, publish.
Template library grid is a reusable Oak Flats Muffler Men UI primitive with documented states, accessibility expectations, theme behavior, and implementation evidence.
Template library grid: The starting point for new workflows. Each tile is a battle-tested template — quote follow-up, roadworthy expiry SMS, refund > $200 manager flow, new customer welcome, recall hit reach-out, PDI checklist playbook. Install, edit, publish.
Workflow templates
SalesRecommended Quote follow-up · day 3 nudge
Wait 3 business days after a quote is sent, branch on customer engagement, SMS reminder if quiet.
Compliance Roadworthy expiry SMS · T-7d
Daily 9am cron scans rego.expiry. Send SMS 7 days out, escalate to Hermes if no booking is made.
FinanceRecommended Refund > $200 → manager approval
Refund webhook triggers a manager gate when amount exceeds A$200. Approves to Stripe, notifies customer.
Customer success New customer welcome
Fan-out SMS + email + loyalty card provisioning on first booking. Marks contact VIP-eligible.
Service Recall hit → SMS reach-out
When a vehicle in our system matches a published recall, SMS the customer with workshop callback.
Workshop ops PDI checklist playbook
Pre-delivery inspection sequence — bay assignment, parts pull, multi-tech sign-off, customer hand-off.