Deferred Services
Every declined recommendation from Shopmonkey lands in a visible pipeline with the customer, vehicle, estimated value, contact history, notes, and a phone-first call workspace. Your team advances it stage by stage until it is booked.
Deferred Services
Declined work stops disappearing. It moves through stages you see, with the customer and the recommendation on the same card.
How it works
Your team works deferred service through visible stages with the service line, estimated value, and call guide attached to every card.
01 / Prioritize
Recovery health, priority, value, and the best next move put the right customer at the top with the service context in view.
02 / Prepare
The recommendation, vehicle, value, history, and contact readiness sit together with a call guide written from the customer's own record.
03 / Track
Open, Needs follow-up, Contacted, and Scheduled are stages your team moves by drag or by button. Every change lands on the record.
In practice
The pipeline holds the work. Your team makes the call and moves the card.
Pick the recommendations with the most value and the readiest customer.
Read the service line, the history, and the call guide before dialing.
Move the stage, add a note or reminder, and book the work.
How it fits
VehicleDesk runs the day and records every action. Your team makes the call to the customer, and Shopmonkey stays the system of record.
Recovery work in VehicleDesk and the repair record in Shopmonkey
VehicleDesk
Pipeline movement, notes, reminders, tasks, and outcomes live in VehicleDesk, attached to the imported recommendation.
Shopmonkey
Repair history stays in Shopmonkey. VehicleDesk runs the follow-up and books the work.
Connected work
Deferred recommendations draw on the customer and vehicle record, create reminders and Today work, and move into appointment planning when the customer says yes.
Review service history, mileage, notes, contact readiness, and maintenance history before outreach.
Open this workflowPlace the next touch on the team plan and keep unfinished work visible.
Open this workflowCarry scheduled work into the shop's appointment and capacity workflow.
Open this workflowBook a demo
Bring one declined recommendation. We will walk the stages, the call workspace, and the booking.