Recover deferred service through visible stages
Move every declined recommendation from Open to Scheduled with the customer, vehicle, value, call workspace, and outcome on one card.
Resources
Guides for running the shop on VehicleDesk.
How the team runs follow-up, appointments, parts costs, Shopmonkey import, data quality, and consent-checked messaging, written by the people who build and run it every day.
Guide library
Browse by the work you need to run.
Search a workflow, owner, or question. Filter by category when you already know the job in front of you.
13 guides
Connect Shopmonkey and keep it the system of record
How VehicleDesk connects to the Shopmonkey API with signed webhooks, call budgets, server-side credentials, and clear failure states in production.
What data VehicleDesk imports
A plain-language guide to the Shopmonkey records VehicleDesk imports, the workflow data it keeps, how freshness is tracked, and how coverage gaps stay visible.
Freshest declined work first in the call queue
See how declined-work age bands, quote context, estimated value, the talk track, and contact guardrails order the Opportunity Hub call queue.
Start an advisor's day from the call list
A repeatable morning routine: open the call list, work the most valuable declined work first, record each result, and set reminders so nothing slips.
Send every message consent-checked
How drafts, eligibility, provider acceptance, and delivery stay separate, with consent and suppression checked on every contact point before a send.
Check CRM data quality before you trust a report
A practical checklist for import freshness, customer contactability, vehicle completeness, record linkage, errors, and decision confidence.
Turn appointment requests into confirmed bookings
A practical guide to appointment requests, scheduling, customer and vehicle matching, capacity context, reminders, and handoffs.
Read the maintenance roadmap, plan the next visit
Connect vehicle history, mileage, inspections, recommendations, and due context into the next maintenance conversation with the customer.
Bring inactive customers back into the shop
Identify quiet relationships from visit and service history, inspect the record, and create a task, reminder, or opportunity with a named owner.
Keep parts and vendor costs accountable
Enter every vendor invoice, link parts to the repair order, and keep returns, cores, credits, and aged open costs visible until they close.
Review contact compliance before every send
Read consent, suppression, contact-point, policy, provider, and manual-call evidence on the record before a customer hears from the shop.
Resolve data-quality findings that change the day
Work from import confidence and provenance into contact, duplicate, linkage, and merge findings, and apply the inspected correction.
Integration
Lead guide
What data VehicleDesk imports
A plain-language guide to the Shopmonkey records VehicleDesk imports, the workflow data it keeps, how freshness is tracked, and how coverage gaps stay visible.
Start with the import. It is the record every other workflow in VehicleDesk builds on.
Open lead guideWritten from a working shop
Every guide describes a workflow that runs in production inside an independent repair shop.
VehicleDesk resource library
Bring one operating question to a demo.
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