Prioritize
Start with unreviewed and outreach-ready recommendations.
Recovery health, priority, value, and the best next move help staff choose work with usable customer and service context.
Deferred Services
Move deferred service from open review to scheduled work.
A visible pipeline combines the recommendation, customer, vehicle, estimated value, contact history, notes, and a phone-first call workspace before staff advances the outcome.
Explore a demo Available
Open, Needs follow-up, Contacted, and Scheduled stages
Detailed customer and phone-first call workspace
Notes, reminders, tasks, list/board views, and deliberate stage controls
How it works
Prioritize, prepare, and track the next staff action.
The feature stays connected to source context and makes each staff-controlled transition visible.
Prepare
Open the phone-first customer and service workspace.
Staff can review the recommendation, vehicle, value, history, contact readiness, and clearly labeled assistive guidance.
Track
Advance one visible stage at a time.
Open, follow-up, contacted, and scheduled remain local workflow states changed through deliberate staff controls.
Connected workflow
Recovery work continues beyond the pipeline card.
Deferred recommendations draw on the customer and vehicle record, create deliberate reminders and Today work, and can move toward appointment planning when a customer is ready.
Customer and vehicle record
Review service history, mileage, notes, contact readiness, and maintenance evidence before outreach.
Explore the connectionToday and reminders
Place the next responsible touch on the staff plan and keep unfinished work visible.
Explore the connectionAppointment planning
Carry scheduled-work context into the shop's appointment and capacity workflow.
Explore the connectionLimits and trust
Important boundaries stay beside the feature claim.
Local workflow state
Pipeline movement, notes, reminders, and tasks are VehicleDesk workflow records; source repair history remains authoritative in Shopmonkey.
Call guide is assistive
Suggested phrases require staff review and do not establish contact eligibility or send a message.
Practical workflow review
See your deferred-service workflow.
Preview the workflow-review agenda, current product scope, safety boundaries, and implementation questions before public requests open.