Visual service board
See repair orders, technician assignments, parts needs, and promised times in one workspace.
FEATURES / SERVICE
Made for the pace
of the drive.
Give advisors, technicians, and managers one connected view of the day. From the first appointment to the final handover, keep the work moving and the customer in the loop.
Explore it with usScheduling & dispatch
Organize appointments and route work to the right technician without losing sight of capacity.
Digital inspections
Capture photos and video, document findings, and turn inspection results into clear recommendations.
Repair order management
Keep customer concerns, technician stories, estimates, and approvals connected to the job.
Declined-work follow-up
Keep deferred recommendations connected to the customer’s history and the next conversation.
Cashier & close-out
Bring the visit together with clear repair records and a consistent handover.
THE WORK, CONNECTED
From the first concern to a confident handover.
Advisor
Receive
Capture the customer’s words, the reason for the visit and the promised time. A clear concern gives the technician a better starting point.
Technician
Inspect
Attach findings, measurements and supporting media to the repair. Separate what was observed from what is recommended.
Advisor + parts
Coordinate
Review the scope, parts needs and customer decision together. When the plan changes, make the next owner and update clear.
Advisor + cashier
Deliver
Walk through completed work, the invoice and anything deferred. Leave the next visit with context, not a blank slate.
A MORE USEFUL DAILY CONVERSATION
Know what needs your attention.
Morning capacity
Which jobs are waiting for an assignment, and which promised times need a conversation?
Approval bottlenecks
Is the next move waiting on the customer, a part or an internal decision?
The return visit
Can the next advisor understand the recommendation and the customer’s last decision?
SEE IT IN YOUR CONTEXT
Bring one real workflow.
For your walkthrough, choose a recent repair order that needed extra follow-up. Walk through the roles, the information each person needed and where the work slowed down. Use a fictional or redacted example.
Plan a department walkthroughYOUR PEOPLE. YOUR DEALERSHIP. YOUR NEXT CHAPTER.
