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VehicleDesk
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For service advisors

Give advisors prepared work, not another dashboard to decode.

Advisor workflows connect the day plan, appointment requests, reminders, active repair work, customer and vehicle history, maintenance evidence, recovery context, and the next recorded result.

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Current VehicleDesk interface 1 of 2 · Synthetic demo data.
VehicleDesk Today workboard with synthetic advisor tasks
Current VehicleDesk interface 2 of 2 · Synthetic demo data.
VehicleDesk opportunity call list with synthetic customers

Operating cadence

A practical advisor workflow

  1. 1Open the day timeline, appointment queue, reminder list, repair board, or recovery workflow.
  2. 2Review the customer, vehicle, service, maintenance, timing, notes, contact readiness, and operating guardrails.
  3. 3Place the appointment or repair work, prepare the conversation, and complete the staff-controlled action.
  4. 4Record the attempt, result, task, reminder, workflow move, or next step so the rest of the team can continue.

Today workboard

Scheduled follow-ups on an hourly timeline with an adjacent unscheduled work tray.

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Appointments and reminders

Requests, availability, bay placement, customer and vehicle matching, reminder readiness, and internal follow-up.

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Active repair work

Actionable imported repair orders with customer, vehicle, service, estimate, value, and local stage context.

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Opportunity Hub

One customer-ready conversation at a time with age, value, talk track, and guardrails.

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Customer and vehicle relationship

Service, value, notes, consent, inspections, mileage, garage, and next-step context.

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Maintenance and recovery

Maintenance roadmap, inactive-customer evidence, deferred recommendations, follow-up rules, and deliberate outcomes.

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Integration and setup expectation

One shared record context, with explicit system boundaries.

Prepared work does not grant contact permission, make the business decision, rewrite source repair records, or send a message without the separate deterministic gates.

Review Shopmonkey setup

Practical workflow review

Walk through the advisor workflow with your team.

Preview the workflow-review agenda, current product scope, safety boundaries, and implementation questions before public requests open.

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