Every tool, working together.
Explore what is available in the portal. Your plan, permissions and connected services determine which tools your team can use.
Start with the work your shop does every day.
Open any area for the details. Connected accounts and optional services are called out where they apply.
Every customer conversation in context.
Dashboard & performanceSee the work that needs attention.+
Use the dashboard to review shop activity, leads, calls, jobs and results. The separate Marketing area focuses on campaign performance. Permissions control who can view sensitive figures such as profit and ad spend.
Calls, texting & contactsKeep conversations linked to the customer.+
Use business phone numbers, calling and texting in the portal. See contact records, call history, recordings, transcripts and messages alongside related jobs. Call settings and smart routing help direct conversations to the right team.
Voice AI agent & automationUse the customer record during a call.+
The agent can recognize a returning caller and receive their recent vehicle, open-job and message context. During a call it can look up current job status, appointments, prior texts and calls, then use configured workflows to route or hand off. For a new glass request, it captures vehicle and glass details on a job so staff can use the portal’s part lookup without re-entering the request. Direct part matching and stock confirmation are not yet agent tools.
Leads & web formsTurn inquiries into work your team can follow.+
Build and publish forms for your shop, place them on a site or use an Atlas hosted form, and review submissions in the portal. Campaign and ad click details can stay with eligible leads for reporting when configured.
From quote to completed install.
Jobs, quotes & vehicle detailsOne record for the work ahead.+
Create jobs with customer, vehicle and glass details. Track work status, estimates, notes, documents and installation photos. VIN and part lookup tools help the office and technician work from the same information.
Dispatch & technician viewGive each job a time, place and owner.+
Use the dispatch board and planner to schedule work, coordinate assignments and check job parts. Technicians can see assigned jobs and capture updates from their mobile view.
Parts & inventoryKnow what is on hand and where it went.+
Look up parts, receive stock, connect parts to jobs and organize warehouse racks. Count and audit stock, record damaged inventory and credits, and review inventory history.
Job payments & invoicesKeep charges connected to completed work.+
Prepare estimates and invoices and record payment activity on jobs. Payment processing and available methods depend on your connected services and account configuration.
Give the team a shared operating rhythm.
Team chatKeep internal communication close to the work.+
Talk with your team in channels, direct messages and threads. Notifications help people return to conversations that need their attention.
Time clock & workforceTrack hours, schedules and time off.+
Employees can clock time and review their own hours. Managers can use a live roster, timesheets, schedules, time off, tips and commissions, payroll exports and kiosk mode, subject to permissions.
Billing & account managementManage your software account in the portal.+
Review your subscription, usage, wallet, transactions, invoices and payment methods. Account owners can manage billing notifications and recharge settings where applicable.
Know where new business comes from.
Marketing ROI & Google connectionsPut campaign data beside job revenue.+
Connect a shop’s Google Ads, Analytics, Search Console and Business Profile accounts with administrator approval. See spend, traffic, search performance and Business Profile activity in Marketing. Where configured, eligible paid jobs can be sent as offline conversions to the shop’s Ads account.
Click protection & call trackingLearn more about paid clicks and incoming calls.+
Click protection can monitor suspicious paid clicks. Shops may choose manual IP blocks or configure automatic exclusions for supported Google Ads Search campaigns. Call tracking uses configured numbers and pools to help connect eligible calls to marketing sources, subject to setup and visitor consent where required.
Reviews & Business Profile postsStay close to local reputation.+
Review Google Business Profile feedback, find unanswered or low rated reviews and reply from the portal where the connection permits it. Create, schedule and monitor Business Profile posts for connected locations.
Websites & landing pagesPublish a site connected to the rest of your shop.+
Start with approved business details, then edit service content, campaign landing pages, contact options and policies. Publish on an Atlas hosted page or connect a domain. Forms and optional measurement can connect inquiries and campaign details to your portal.
Open the live website example →Configure the tools for your shop.
Phone numbers & A2P registrationSet up business texting with the required details.+
Purchase and manage business numbers in the portal. The Messaging Compliance wizard helps register your brand and texting campaign through Twilio. Website policy links and opt-in wording can be selected from a published site, then reviewed before submission. Approval is determined by the registration providers.
Payment, calendar & supplier integrationsConnect services your shop already uses.+
Third party settings include payment providers, Google Calendar, selected glass suppliers and other supported services. QuickBooks options are available in the payment integration area. Connection steps and capabilities vary by provider.
Locations, integrations & permissionsAdapt the portal to how your business runs.+
Manage locations, team members, roles and page access. Configure vehicle catalogs, glass vendors, printing, notifications and third party connections. Administrators control sensitive reporting and connection access.
Find the right tools for your shop.
Tell us what your team handles today and we’ll show you the relevant workflow.