Track the request and the booking as separate states
VehicleDesk organizes request-to-book intake. The team reviews the customer, vehicle, service request, timing, and capacity, then confirms the booking. The appointment record is VehicleDesk work built on the imported relationship record.
Keep the customer and vehicle attached
Matching and creation flows keep the relationship record beside the schedule, so the advisor sees prior work, open recommendations, and the reason for the visit.
Coordinate the handoff
Appointment work creates or connects tasks and opportunities. Reminders and notifications queue on the plan and go out consent-checked.
Use explicit schedule state
Calendar and workboard controls record the team's decision. Capacity warnings show how full the day already is.
Worked example: from request to confirmed booking
A request arrives with the customer, vehicle, requested service, and preferred timing.
The team confirms the customer and vehicle match existing records, checks shop capacity, and accepts the request.
The booking appears on the schedule, and a reminder queues to go out consent-checked before the visit.
Checklist: request-to-booking
Confirm these before the appointment is promised.
- Customer and vehicle are matched to existing records, not duplicated
- Capacity for that day is checked before confirming
- The reason for the visit is written on the appointment
- Reminders are consent-checked before they send
Common questions
No. A request is intake. The team reviews and confirms it, and the confirmed booking becomes its own schedule record linked to the customer and vehicle.
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