Business snapshot This month · All branches

What do you want to review?

Start with a short summary. Select Next only when you need the full report or operational controls.

Detailed report

Overview

Core business performance for the selected reporting period.

Sales trend

Customer growth

Branch sales comparison

Service category revenue

Branch performance

Sorted by the selected owner metric and limited to branches allowed for this login.

Loyalty program performance

Payment overview

Customer retention and reminder operations

Reminder logic stays available below the financial owner KPIs.

Conversion: Not enough data

Add service record

Find or scan vehicle Enter the plate number to open today’s service. New plates continue to guided registration.
Search an existing customer or vehicle to load previous service data.

    Import existing customers from Excel

    Upload .xlsx, .xls, or .csv. Matching plate numbers update existing records; new plate numbers are added. Blank cells will not overwrite saved data.
    Use the template if your Excel columns are not yet prepared.

    Workshop job status

    Search or scan a plate first. Use Deposit pending only while the car remains outside. Press In workshop only when the car enters your bay.

    Waiting to start

    Vehicle selector

    Search by brand or model, for example Myvi, Hilux, X50, City, or Bezza.

    Vehicle and workshop

    Confirm the plate and enter the current mileage. Live CCTV is optional.

    Service items

    Choose the service first. Brand and product options update automatically from the active catalogue.

    Product Master
    Select a service to show only matching brands and products.

    Work updates & evidence

    Add the next work update, photos, and mechanic note in one guided flow.

    Save anytime
    Save work progress at any time. The active job stays open for more updates.

    Final action — Job completed

    Save progress anytime above. Swipe only after all completed services, mechanic comments, and job photos have been updated.

    Register car In workshop first

    Vehicles

    Find vehicles, trace workshop visits, ownership links, and reminder readiness.

    Campaign results

    Numbers use the same sent reminder history for the selected branch or branches.

    1. Choose customers

    Use branch, due type, or search. Select one or more branches when needed.

    Choose filters first. Matching customer cards stay hidden until you are ready to review them.

    2. Select and send

    Only pending reminders linked to an active, WhatsApp-verified customer account can be selected. Sent customers are automatically excluded from the next bulk send.

    Choose the due reminders to send.

    3. Follow-up tracker

    Record customer reply, rejection, booking, or confirmed sale. A WhatsApp reply is logged by staff here until a provider reply webhook is connected.

    Mechanic access

    Plate number is the key link between workshop history and future customer registration.

    Payment updates

    Current Workshop: All workshops

    Only jobs completed by the mechanic's final swipe enter this queue.

    Select a service record to upload receipt after payment.

    Promotion offers

    Manage customer offers through one focused step at a time.

    Offer content & image

    Prepare the customer-facing message and flyer before choosing publishing rules.

    Offer image preview

    Schedule, visibility & branches

    Choose when and where the offer appears before publishing it to customers.

    Customer ratings

    Admin sees all ratings. Advisors see assigned workshop ratings. Mechanics see assigned-job ratings.

    Send flyer campaign

    Campaign audience

    Choose who can receive this flyer. Duplicate phone numbers are sent only once.

    0 eligible
    The same flyer is automatically held for 14 days after a successful send. Customers who reply STOP or Not interested are excluded from future flyer campaigns.

    Flyer & WhatsApp message

    Attach customer-ready flyer links and prepare one clear message.

    No flyer link
    No image flyer attached.

    WhatsApp flyer message

    Write one clear message for the selected audience. The customer name, member benefit, and vehicle details are added automatically.

    Campaign template
    Available placeholders
    {customerName}{membership}{membershipOffer}{plate}{model}{flyerLink}{mileage}{oilUsed}{nextOilChange}
    WhatsApp Business API requires a Meta-approved Marketing template before bulk flyer sending.

    Review campaign before send

    Confirm the audience, branch scope, flyer links, and message before opening the final send confirmation.

    Review required
    Eligible customers0
    Member classAll membership
    Branch scopeAll branches
    Customer flyer links0
    Campaign needs reviewAdd at least one customer flyer link before sending.
    Not ready
    Show eligible customer details0 eligible

    Select a member type to review the customers who will receive this flyer.

    Membership programme settings

    Control the member benefits, tier thresholds, and customer-facing media in one place.

    Admin only

    Member benefit content

    These benefit descriptions appear to customers and can be inserted into the flyer message with {membershipOffer}.

    Customer-facing

    Bronze

    Silver

    Gold

    Platinum

    Diamond

    Edit the benefit details, thresholds, and customer media, then save.
    Create campaign

    Create Loyalty Campaign

    Set up a membership campaign to reward your customers and drive repeat visits.

    Campaign Details

    Define your campaign information and settings.

    Draft

    Example: 2× pointsMembers earn more points on eligible paid services.

    Customer channels

    One shared campaign appears for eligible members across their devices.

    Mobile AppTabletWeb Portal

    Campaign Material & Preview

    Upload your artwork and check it before publishing.

    Add campaign details

    Upload Campaign Image

    Use an existing image or flyer link

    Image Requirements

    Use consistent artwork across customer channels.

    Recommended: 1200 × 675 px (16:9)
    Safe ZoneKeep key text and logos inside this guide

    Preview every device. Safe-zone placement needs your visual review.

    Campaign Preview

    Layout preview
    Mobil Car CareMEMBER EXCLUSIVE
    Your campaign artworkAdd an image to see it here

    Your loyalty campaign

    2× PointsChoose datesAll Members

    Your customer campaign message will appear here.

    Book a Service

    Asset Validation Checklist

    • Supported format: JPG, PNG, WebPPending
    • Source image under 20 MBPending
    • Recommended ratio: 16:9Pending
    • Image available for the campaignOptional
    Artwork is optional. Points apply to eligible paid services.

    Set the promotion period before activating the campaign.

    Saved campaigns

    Manage drafts, scheduled campaigns, and previous offers.

    Create a loyalty campaign

    1. Set the details. Choose a name, eligible members, promotion dates, and a multiplier above 1× up to 10×.
    2. Add your artwork. Choose JPG, PNG, or WebP, up to 20 MB before optimisation. A 1200 × 675 image works well. Upload the selected file, or use an existing image or flyer link.
    3. Review and save. Check the previews. Drafts stay hidden from customers. Active campaigns appear to eligible members during the selected dates.

    Mobile, tablet, and web use the same campaign. Artwork is optional, and preview sizes are illustrative. No WhatsApp message is sent when saving a points campaign.

    Vehicle model image library

    Review image coverage, upload verified defaults, or browse the model library in one focused workspace.

    Choose → Preview & crop → Accept as default. Paste an image address or upload a photo. All new images use a mobile-first 1200 × 900 (4:3) frame. Customer-uploaded photos always take priority.

    Upload verified model image

    Paste a direct image address, then choose Preview & crop. Small Google thumbnails may look soft; choose the original image where possible. Only use images you own or have permission to use.

    Select brand and model to upload or import a default model image.
    Choose a status or use search.

    Admin Data Sync

    Production database is the master. Use this page only for backup, mobile-master export, and controlled overwrite.

    System status

    Confirms whether this browser is using the central production database or local fallback mode.

    Local data migration

    Use this when records were created on this desktop before production sync was fixed.

    Local cache has not been scanned yet.
    Production data sync status not checked yet.
    Importing a snapshot will replace the current production database. A production backup and incoming snapshot backup will be created before overwrite.

    Audit Trail

    Admin investigation log for creates, updates, deletes, restores, login activity, backups, imports, payments, and exports.

    AUDIT WORKSPACE

    Choose what to investigate

    Start with a focused activity group, then open one record for its full before-and-after evidence.

    Recycle Bin

    Soft-deleted records remain restorable by Admin. Normal CRM pages hide these records.

    RECOVERY WORKSPACE

    Choose what to recover

    Start with one deleted-record group, then open a record to review its recovery details.

    Server Backups

    Production backups are stored on the server with 30-day retention. Full restore creates another backup first.

    Backups not loaded yet.
    Full restore requires typing RESTORE. The server will create a Before Restore backup before applying the selected backup.

    Create a production backup

    Capture the current production CRM data before a major Admin change or maintenance task.

    StorageSecure server
    Retention30 days
    TypeFull production
    Restore protection remains active Creating a backup does not change live records. Any later restore still requires typing RESTORE, and the server creates a Before Restore safety copy first.

    Offers

    Choose a promotion, check the details, then contact the right workshop.

    Service Catalogue Builder

    Build visual service blocks with unlimited layers. Choose up to six featured Home services below; the full catalogue remains under View all services.

    Home
    Cards are loaded from the production database.

    Catalogue

    Manage the customer catalogue, items and pricing, and reusable setup from one workspace.

    Refine products & servicesCategory, brand, package, status, and promotion
    Products and services available for customer enquiry.

    Loyalty program

    Customers redeem points for rewards. Branch stock is reserved at checkout and deducted after collection.

    My loyalty balance

    Reserved redemptions hold points until collected, cancelled, or expired.

    Select a reward item and press checkout to redeem loyalty points.

    Redemption requests and completion queue

    Physical items use stock-issue handover. Discounted services require advisor acceptance, a mechanic-completed job, final cash bill proof, and the final swipe before points are deducted.

    Loyalty Terms & Conditions

    A simple guide to points, membership level, rewards, and inactivity rules.

    Stock control

    Manage CRM gifts and check the stock received from AutoCount.

    Approve gifts / import items
    Stock is maintained in AutoCount

    Record receipts and adjustments in the correct AutoCount book. CRM displays the latest received balances and manages gift reservations.

    Checking saved source status…

    Gift catalogue

    Manage photos, points, customer visibility and dedicated gift codes. Approve new gifts in AutoCount gift setup.

    AutoCount branch stock

    Read-only balances. Available stock accounts for CRM reservations and requires a current source check.

    Historical CRM Stock Received Notes

    Previous records are retained for reference. Drafts and posted notes are read-only; record new receipts in AutoCount.

    CRM movement history

    Previous CRM movements and reservation activity. For current source documents and recipient tracing, open AutoCount gift redemption trace.

    My vehicle profile

    Keep each car identity, fitment, and maintenance reference in one clean view.

    My vehicles

    Vehicle details are linked to this customer login.

    My service history

    Select a vehicle, then choose a service date to view the full record.

    Service spending summary

    A simple overview of yearly spending, service categories, visits, receipts, and ratings.

    Spending by service type

    Year comparison

    Vehicle service timeline

    Mobil Car Care Workshop locations

    Find a Mobil Car Care workshop

    Choose a nearby branch, then tap More details for services, directions, contacts, and Google reviews.

    CCTV Live View

    Configure each branch separately. Customer access controls are isolated from NVR and camera setup, and NVR addresses, RTSP links, and CCTV passwords are never stored in CRM.

    Branch workspace

    Choose one branch first. Every control and setup change below applies only to this branch, preventing a Samarahan NVR from being saved under another workshop.

    CCTV WORKSPACE

    Choose one task

    Check the branch status first, then open only the CCTV control or setup area you need.

    Customer access control

    Turn customer CCTV access on or off for the selected branch only.

    A live pass is available only while that customer’s service record is In workshop. Ready for pickup or Done closes the feed.

    NVR and gateway setup

    Add or edit an NVR for the selected branch. Gateway ID is a safe label, never an RTSP link or CCTV password.

    The check confirms the private CRM gateway configuration only; test the NVR camera locally at the branch as well.
    Secure NVR and gateway steps
    1. On the NVR, keep RTSP Server enabled. Keep Alexa off and do not open NVR ports on the router.
    2. Create one restricted streaming user with Remote access only. Keep its password on the workshop gateway, never in CRM.
    3. Use the advisor PC on the same staff Wi-Fi as the NVR (not guest Wi-Fi). Keep Wi-Fi client isolation off and test one camera locally before connecting customers.
    4. Install the MCCC CCTV Gateway as a Windows background service and connect it through an outbound secure tunnel. No LAN cable or router port forwarding is needed. It validates each CRM ticket every 30 seconds and closes video when access ends.

    Approved service-bay cameras

    Only active cameras in this branch can be assigned when a car enters the workshop. Use a unique gateway stream key such as samarahan-nvr1-ch1; never enter RTSP links or CCTV passwords here.

    Current branch mapping

    Review NVRs and cameras for the selected branch before enabling customer access.

    Customer vehicle database update

    Fill what you know. Blank service dates can remain empty.

    Selected car image preview
    Choose a camera/gallery photo, crop it to the 4:3 frame, then press Save vehicle.

    Car details

    Optional now, useful later for battery, tyre, wiper, and maintenance recommendations.

    Add each car you own under the same WhatsApp login.

    Admin user management

    Only Admin can create staff IDs. Digital Operation Manager, Service Advisor, and Mechanic access requires an active assigned workshop branch.

    Filter user accounts All user accounts All users
    Which accounts do you want to see? Choose a group first. Only relevant filters appear next.
    Showing all user accounts.

    WhatsApp setup check

    Admin diagnostic page for WhatsApp OTP, pickup-ready notifications, and reminder sending.

    Keep this page for setup and troubleshooting

    This is not a daily operations page. Admin uses it when customer registration OTP, ready-pickup WhatsApp, or future reminder notifications need verification after Meta settings are changed.

    Open this page after adding Meta WhatsApp Cloud API environment variables in production.
    Meta values Admin must prepare

    These values belong in server environment/config files only. Do not paste access tokens into normal CRM forms.

    WhatsApp Business Account IDFrom Meta Business / App Dashboard.
    WhatsApp Phone Number IDCloud API sender phone number ID.
    Business sender numberExpected sender: 60109519868.
    Permanent/system access tokenStore only in environment variables. Never paste token into CRM UI.
    OTP authentication templateTemplate category must be AUTHENTICATION and status Approved.
    In-workshop utility templateSet WHATSAPP_IN_WORKSHOP_TEMPLATE_NAME. Use five body values: customer name, plate, workshop, estimated ready time, and the CRM / Live CCTV progress instruction.
    Ready-pickup utility templateSet WHATSAPP_READY_PICKUP_TEMPLATE_NAME. Use five body values: customer name, plate, workshop, advisor, and ready time.
    Test recipient numberInternal WhatsApp number used by the Send test OTP button.

    Admin service follow-up audit

    Admin audit locked.