Service
Service calls answered. Visits on the book.
After hours, at lunch and in the morning rush, agents answer service customers, take the details, read your real openings and book the visit, then hand anything that needs an advisor to your team.
Dana Whitfield
with Mandy · Wednesday, October 22 at 9:42 PM
Moments
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What the agent knew
Read from your systems before Mandy said hello.
XtimeScheduler
DealertrackDMS
VinSolutionsCRMWhat the agents take
The calls and texts that used to wait.
Agents take the routine work of the service desk so your advisors can take the customers in front of them.
Inbound service calls
Answered in the store’s name, day or night, with the customer’s history already on screen.
Booking and rescheduling
Real openings from your scheduler, offered and written back while the customer is on the line.
Details by text
VINs, plates and email addresses typed by the caller mid-call, checked before they are used.
Recall questions
Open recalls checked for the customer’s year, make and model.
Reminders and rebooking
Appointment reminders, and an offer to rebook a missed or cancelled visit.
Advisor questions
Loaners, warranty and pricing passed to an advisor with the reason and the call attached.
Booking
Written to your scheduler, with who booked it.
The agent reads live availability, offers a time that works, and writes the appointment back. Your calendar shows it beside the store’s own book, marked “Booked by Mandy on a call”.
Calendar
Thu 23
Fri 24
Sat 25
Needs a person
Your advisors start the morning with answers, not voicemails.
Overnight questions wait in Needs a person with the reason, the recording and the summary. Tell the agent the answer and it texts the customer and closes the task.
Needs a person
Nothing waiting
Nothing needs a person right now
When an agent can’t finish something, it lands here with the reason.
Results
Count the visits that happened.
Every booking is checked against your DMS: shown, repair order closed, verified value. Credit goes to the agent that booked it.
From booking to a verified outcome
104 of 131 with an RO closedWhat Dealertrack and Xtime said about each booking
Booked
0
Shown
0
RO closed
0
Every booking says who made it
Dana Whitfield
Booked by Mandy on a call
Product screens on this page show an illustrative store; customers, numbers and conversations are examples.
Connected systems
Schedulers and DMSs your service lane runs on.
Agents read openings and customer history from these systems and write appointments back to them.
XtimeScheduling
Dealer-FXSchedulingCDK GlobalScheduling
ReynoldsScheduling
DealertrackDMS and scheduling
TekionDMS and scheduling
Which systems a store connects, and what each may read or write, is confirmed with you during setup.
Getting started
Live on one workflow, then the next.
We start where your team feels it most, prove it on your calls and leads, and add the rest when you’re ready.
- 01
Map it.
We pick one workflow with you, connect the systems it needs, and agree what the agent may do and when it hands off.
- 02
Prove it.
The agent runs the scenario benchmark and real test calls with your team before a customer ever hears it.
- 03
Grow it.
Go live on that workflow, watch the results, then add channels, departments and stores.
Answered.Followed up.Booked.
See IDP on your calls, your leads and your systems. We’ll map one workflow with you and run it end to end.