Today
Every advisor opens the morning with the follow-ups already booked by the hour and every unscheduled customer in one searchable tray. The reason, the value, and the record sit on the card.
Today
The whole day on one screen. Booked follow-ups by the hour, the open queue beside them, and the next action one click away.
How it works
The workboard holds booked follow-ups and the open queue together, so every advisor sees capacity and picks the next customer with the record in hand.
01 / Prioritize
The timeline lays out the day by hour. The tray beside it keeps the remaining queue searchable and sortable by priority, value, or customer.
02 / Prepare
Customer, vehicle, task, priority, timing, and value travel with the work. Nobody rebuilds context from three other screens.
03 / Track
Drag-and-drop and explicit controls update the plan, and every change lands on the record. Customer messages go out consent-checked from the same workflow.
In practice
Advisors read the day, open the record behind a card, and move the work with one control.
Read booked hours and the open tray together, then pick the next customer.
Open customer, vehicle, value, and reason before changing the plan.
Schedule, move, clear, or create the next follow-up so the team always knows who owns the next touch.
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.
What Today holds and what the team does with it
VehicleDesk
The timeline shows follow-up hours and the work assigned to this view, so the team sees capacity at a glance.
Your team
The workboard prepares and records the work. Your advisors choose the conversations that move the day.
Connected work
Today is the team's plan. Reminders create work, appointments set shop capacity, and the relationship record explains why each customer needs attention.
Create, schedule, snooze, resolve, and hand off follow-up. Done states and task recovery keep unfinished work visible.
Open this workflowReview requests, availability, bay placement, and reminder state beside the advisor plan.
Open this workflowOpen the relationship, vehicle, service, consent, and next action behind any work item.
Open this workflowBook a demo
Bring one real morning. We will build the timeline, work the tray, and show the next action landing on the record.