Official Documentation • v1.6.9
The Playbook
Powered by OEM Experts
The complete, intuitive guide to managing your sales pipeline, automotive & fleet contacts, territory shop discovery, competitor battle cards & switch campaigns, custom collateral uploads, map lead filtering, commission estimates, and team workflows.
Application: The Playbook
Release: v1.6.9 (Build 27)
Platform: Web • Android • iOS
Author: OEM Experts LLC
The Playbook is designed for speed in the field and at your desk. Everything is accessible in 1 to 2 taps.
Use the dark left sidebar on desktop to jump between Home, Tasks, Contacts, Reports, Marketing, Territory Map, Quick Links, and the Import / Export portal.
Swipe horizontally across the bottom navigation pill bar on your phone or tablet to access all core modules effortlessly.
Tap the floating circular (+) action button at the bottom right of any screen to instantly add a new contact, scan a business card with AI OCR, or schedule a follow-up task.
Secure, instant access across all your devices with enterprise data encryption.
Enter your approved account email and password. Check Remember Me to stay logged in securely on your trusted device.
On supported Android and iOS devices, go to Settings → Profile & Biometrics and toggle on Biometric Login. Next time you launch The Playbook, unlock with a single touch or face scan.
If you ever forget your password, tap Forgot Password? on the login screen. Receive an instant 6-digit OTP code in your email, answer your pre-set security questions, and choose a new password immediately.
Your high-altitude flight deck showing real-time pipeline status and today's priority actions.
See your active lead counts categorized by HOT, WARM, NEW, and CLOSED SALES. Tap any metric card to filter your contacts ledger directly.
Review overdue and due-today tasks at the top of the dashboard. Mark tasks complete with one tap or click through to view full contact records.
If you belong to multiple workspaces or manage sales teams, switch between your personal ledger and shared team accounts using the account switcher header.
The complete central customer ledger for automotive repair shops, dealerships, diesel specialists, and fleet accounts.
Tap Add Contact or the (+) button. Enter the shop's full name, company, contact person, phone, email, website, and physical address.
Tap Scan Card to take a photo of a business card. On-device AI automatically extracts name, company, phone, email, and address, pre-filling the create form instantly.
Toggle between visual cards for fast field browsing, compact list mode for high-density phone reviews, or the full desktop table view with multi-column sorting and bulk selection.
💡 Pro Tip: Inside any contact, the top Back Arrow intelligently returns you to your previous screen (Map, Table, Reports, Tasks, or List) without losing your scroll position or active filters.
Track exactly what software and solutions the customer owns, what they need, and what competitor systems they are currently paying for.
Choose your product company (e.g. Mitchell 1, Consulting, etc.) from the dropdown. Product checkboxes update dynamically for that company.
Check off systems the shop currently runs (e.g. ProDemand, Manager SE) and mark what products they need next (e.g. SocialCRM, TruckLabor).
Under
Competitors, check off competitor systems in use:
- ALLDATA (Repair data & Manage Online)
- Identifix (Direct-Hit diagnostics)
- Tekmetric (Cloud shop management)
- Shopmonkey (Cloud shop management)
- AutoLeap (Cloud shop management)
- Shop-Ware (Cloud shop management)
- Fullbay (Heavy-duty commercial SMS)
Enter their current monthly expense in the
$ [ 0.00 ] /mo field. Typing a monthly rate automatically activates the checkbox.
Whenever a competitor is logged on a contact, an interactive Switch Battle Card automatically unlocks in the contact's Products tab and Quick Marketing tab. View key talking points, objection handles, and trigger 1-Tap Email Switch Pitches or preview Printable Comparison Flyers immediately.
💡 Architecture Truth: Always communicate product architecture accurately to shop owners: ProDemand is a 100% cloud-based repair database accessible from any device, while Manager SE is installed locally on the shop PC's hard drive for instantaneous zero-latency counter estimating, parts ordering, and offline invoice printing during internet outages.
Specialized tracking fields tailored for parts partnership referrals and shop economics.
Enter the referral reference number (e.g. ORE-88421) and referral posted date. Contacts with an O'Reilly lead # display distinct green badges and map pins.
Record the specific O'Reilly territory representative who submitted the lead. Filter contacts by rep name or export for commission reconciliation.
Log the customer's hourly shop labor rate (e.g. $165/hr) to calculate ROI comparisons against competitors during software demos.
Visual territory intelligence showing all your customers and scanning for new uncontacted shops.
Markers reflect customer lead status: Red = HOT, Orange = WARM, Green = NEW, and inner green dots denote O'Reilly referral leads. Tap the Filter button next to Hide to filter the map by OAP Leads Only, HOT, WARM, NEW, COLD, SALE, or DEAD with live account counts.
Tap or draw a radius circle around your current location or any town. Tap Find Shops to query live spatial databases, revealing all automotive repair, diesel shops, and fleet garages in purple markers.
Tap any discovered purple shop pin to inspect its address, distance, and phone number, then tap Add Contact to pull it directly into your CRM pipeline.
💡 Map Filter Tip: When filtering by lead status, an active filter banner appears at the top of the stops list with a 1-tap Clear button (X) to quickly restore all contacts.
Seamless data round-trip synchronization with automatic duplicate overwrite.
Export files and sample templates share the exact same 25 columns in identical order, guaranteeing 100% error-free imports.
On the Import / Export tab, click Download Template (The Playbook_contacts_import_template.csv) to get pre-filled sample rows with all headers, lead statuses, and competitor monthly costs.
When you re-import a CSV file, The Playbook detects duplicates by O'Reilly Lead #, email address, phone digits, or company name, safely updating existing records rather than creating messy duplicates.
Never lose track of a prospect callback, demo appointment, or contract renewal.
Link tasks directly to any contact record. Set priority levels (High, Medium, Low) and specific due dates and reminder times.
Filter tasks by Overdue, Due Today, Upcoming, and Completed. Completed tasks remain logged in the contact's historical activity timeline.
Launch targeted email outreach campaigns, upload your own sales collateral, and send professional comparison flyers stamped with your contact info in seconds.
Launch tailored competitor switch campaigns and new-customer outreach templates highlighting key software workflows, interactive wiring diagrams, and time-saving ROI advantages.
Tap Upload Doc, Upload Promo, or Upload Tip to load custom PDFs, brochures, and sales sheets from your device. Attach documents directly to an active company contract and organize them under custom section headers of your choice.
All campaign templates automatically populate customer names, company names, and your sales rep signature (Name, Phone, Email) with one tap.
Preview, print, and export high-resolution sales comparison flyers and workflow guides stamped with your sales rep signature block.
Track your earned commissions and monthly quotas with real-time financial rollups.
Gross profit calculations automatically reflect closed sales against your active product line prices and commission percentages.
View total enterprise revenue across all your active business units with interactive cards to drill down into specific company totals.
Instant AI guidance for lead scoring, PC hardware compatibility, and sales tactics.
Ask the AI Assistant (info icon in the top header) to evaluate a shop's computer specs. It checks Processor (CPU), RAM, OS (Windows 11/10 Pro), and Storage (NVMe SSD) against Mitchell 1 requirements, delivering instant Minimum vs. Recommended verdicts.
Learn how The Playbook calculates conversion probability based on lead status (HOT/WARM), touchpoint recency, and logged competitor displacement opportunities.
Customize your environment, manage product lines, and configure team access.
Invite sales reps to your team ledger with granular edit or view-only permissions for contacts, maps, marketing, and reports.
Add custom companies, categories, and software products to customize your dropdown menus and commission metrics.