Prioritize
Start from actionable open service.
The workflow focuses on deferred service that still has usable service, customer, and timing context.
Deferred Services
Move deferred service from call today to scheduled work.
A visible pipeline combines the service line, customer, vehicle, estimated value, contact history, notes, and an assistive call guide before staff records the outcome.
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Call Today, Waiting, Scheduled, and Completed stages
Detailed customer and service workspace
Notes, reminders, tasks, archive, and completion 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 full customer and service workspace.
Staff can review the recommendation, vehicle, value, history, contact readiness, and a clearly labeled AI-assisted draft.
Track
Move the work or record why it stopped.
Drag and explicit controls update local pipeline state, while archive and completion remain deliberate actions.
Limits 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.
Bring one real workflow. We will show what VehicleDesk can support today, what remains controlled, and what setup would require.