01 · Socrat Studio · Example build

Workshop back office

A dashboard, customer pipeline and inbox rules for a made-up bicycle workshop. Move a job between stages, search a customer or run the inbox rules: it all runs in your browser on sample data, and nothing is saved or sent.

Example build · Made-up business · Sample data · Not client work

The Workshop Example business

Overview

  • 11Open jobs
  • 3Booked in
  • 2Waiting for parts
  • 1Ready to collect
Jobs completed per week · sample data
WeekW1W2W3W4W5W6W7W8
Jobs done912101411151316

Pipeline

New enquiry 3

  1. Nina P.

    E-bike check · E-bike

    Reply today

  2. Eli N.

    Gear tune · Gravel bike

    Reply today

  3. Theo M.

    Puncture repair · Kids' bike

    Reply Tue

Quoted 2

  1. Maya R.

    Full service · Gravel bike

    Follow up Wed

  2. Jonas B.

    Brake bleed · E-bike

    Follow up Thu

Booked in 3

  1. Alex K.

    New chain and cassette · Road bike

    Drop-off Tue

  2. Lea W.

    Wheel true · City bike

    Drop-off Wed

  3. Ivy L.

    Full service · Cargo bike

    Drop-off Fri

In the workshop 3

  1. Omar T.

    Suspension service · Mountain bike

    Due Wed

    Waiting for parts

  2. Sam H.

    Drivetrain clean · Mountain bike

    Due Tue

  3. Leo S.

    Brake pads · City bike

    Due Thu

    Waiting for parts

Ready to collect 1

  1. Rosa D.

    Bike fit and setup · Road bike

    Collect when open

Contacts

CustomerBikeVisitsOpen job
Alex K.Road bike4New chain and cassette: Booked in
Maya R.Gravel bike2Full service: Quoted
Leo S.City bike6Brake pads: In the workshop
Nina P.E-bike1E-bike check: New enquiry
Omar T.Mountain bike3Suspension service: In the workshop
Ivy L.Cargo bike2Full service: Booked in
Theo M.Kids' bike1Puncture repair: New enquiry
Rosa D.Road bike5Bike fit and setup: Ready to collect
Jonas B.E-bike2Brake bleed: Quoted
Lea W.City bike3Wheel true: Booked in
Eli N.Gravel bike1Gear tune: New enquiry
Sam H.Mountain bike7Drivetrain clean: In the workshop

Inbox

Three sample emails and three rules. The rules add enquiries to the pipeline, look up jobs and draft replies for a person to check. Nothing is sent.

  1. Rule 1 · Booking requestAsks to bring a bike in → add a New enquiry to the pipeline and draft a reply offering a drop-off slot.
  2. Rule 2 · Job statusAsks about a job → look the job up and draft a reply with its current stage.
  3. Rule 3 · QuestionAsks a question the approved facts answer → draft a reply that quotes the fact.

With the sample data, running the rules would produce:

  • Kai F. Squeaky brakes

    Hi, my brakes squeak and the lever feels soft. Could I bring my gravel bike in this week?

    Rule 1 · Booking request

    Added to the pipeline: Kai F. · Brake check · New enquiry

    Draft · check before sending

    Hi Kai, thanks for your email. Bring your gravel bike in for a brake check: reply with a day from Tuesday to Saturday and we'll hold a drop-off slot for you.

  • Sam H. Is my bike ready?

    Hello, just checking whether my mountain bike is ready to collect.

    Rule 2 · Job status

    Looked up: Sam H.'s drivetrain clean · In the workshop

    Draft · check before sending

    Hi Sam, your drivetrain clean is in the workshop now. We'll email you when it's ready to collect.

  • Nora V. E-bike battery

    My e-bike battery dies after ten minutes. Can you replace or repair it?

    Rule 3 · Question

    Quoted the approved fact: E-bikes

    Draft · check before sending

    Hi Nora, thanks for asking. We service the mechanical parts of most e-bikes. We do not repair batteries or motors.

01.1

What a real build adds

  • Sign-in for your team, with roles for who can see and change what.
  • A real database with backups, instead of sample data in your browser.
  • Your own stages, fields and wording, shaped around how you already work.
  • Links to the tools you use: your booking tool, email or calendar.
  • Rules that run on your real inbox, with every draft checked by a person before it is sent.
  • Hosting, updates and support after launch.

Get in touch

Have something to build?

Describe your business and what slows your week down, or what customers keep asking. No brief or technical words needed.

Email ushello@socratworks.com