Operations guide
How VehicleDesk manages appointment work
A practical guide to appointment requests, internal scheduling, customer and vehicle matching, capacity context, reminders, and staff handoffs.
- Subject owner
- VehicleDesk Product
- Last reviewed
- 2026-07-31
Separate a request from a confirmed appointment
VehicleDesk can accept and organize request-to-book intake, but a public request is not represented as a real-time confirmed booking. Staff review the customer, vehicle, service request, timing, and capacity context before the operational state changes.
Keep the customer and vehicle attached
Matching and creation flows keep the relationship record beside the schedule so an advisor can understand prior work, open recommendations, and the reason for the visit.
Coordinate the handoff
Appointment work can create or connect tasks and opportunities. Reminders and notification previews remain separate from live customer delivery.
Use explicit schedule state
Calendar and workboard controls record the staff decision. Capacity warnings support judgment; they do not promise real-time bay availability or replace the shop's source schedule authority.
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