Operations guide
How to plan an advisor follow-up day
A repeatable process for reviewing scheduled follow-ups, organizing unscheduled customer work, choosing a time, and recording the next responsible action.
- Subject owner
- VehicleDesk Product
- Last reviewed
- 2026-07-31
Read the timeline first
Start with the scheduled follow-ups already placed on the day. Available future hours and the current-time marker make the remaining capacity visible before more work is added.
Triage the unscheduled tray
Search or sort the work tray by priority, value, or customer name. Confirm the customer, vehicle, work reason, appointment or repair context, reminder timing, contact readiness, and any consent or suppression boundary.
Choose the next responsible slot
Drag an item to an available hour or use the explicit time control. If the day is full or the window has closed, plan the next follow-up rather than forcing work into a misleading state.
Keep the plan current
Reschedule, return work to the tray, clear completed items, or create the next follow-up so another staff member can see what is planned and what still needs attention. Appointment requests and repair work remain their own records instead of being reduced to generic calls.
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