Resources
How the team runs follow-up, appointments, parts costs, Shopmonkey import, data quality, and consent-checked messaging, written by the people who build and run it every day.
Written from a working shop
Every guide describes a workflow that runs in production inside an independent repair shop.
Lead guide
IntegrationA plain-language guide to the Shopmonkey records VehicleDesk imports, the workflow data it keeps, how freshness is tracked, and how coverage gaps stay visible.
Start with the import. It is the record every other workflow in VehicleDesk builds on.
Open lead guideGuide library
Search a workflow, owner, or question. Filter by category when you already know the job in front of you.
13 guides
Follow-up, recovery, maintenance, and the next action.
4 guides
Move every declined recommendation from Open to Scheduled with the customer, vehicle, value, call workspace, and outcome on one card.
See how declined-work age bands, quote context, estimated value, the talk track, and contact guardrails order the Opportunity Hub call queue.
Connect vehicle history, mileage, inspections, recommendations, and due context into the next maintenance conversation with the customer.
Identify quiet relationships from visit and service history, inspect the record, and create a task, reminder, or opportunity with a named owner.
Shopmonkey import, freshness, and the system of record.
2 guides
How VehicleDesk connects to the Shopmonkey API with signed webhooks, call budgets, server-side credentials, and clear failure states in production.
A plain-language guide to the Shopmonkey records VehicleDesk imports, the workflow data it keeps, how freshness is tracked, and how coverage gaps stay visible.
Appointments, advisor days, parts costs, and data quality.
5 guides
A repeatable process for reading scheduled follow-ups, triaging the unscheduled tray, placing work on open time, and recording the next action.
A practical checklist for import freshness, customer contactability, vehicle completeness, record linkage, errors, and decision confidence.
A practical guide to appointment requests, scheduling, customer and vehicle matching, capacity context, reminders, and handoffs.
Enter every vendor invoice, link parts to the repair order, and keep returns, cores, credits, and aged open costs visible until they close.
Work from import confidence and provenance into contact, duplicate, linkage, and merge findings, and apply the inspected correction.
Consent-checked messaging and contact compliance.
2 guides
How drafts, eligibility, provider acceptance, and delivery stay separate, with consent and suppression checked on every contact point before a send.
Read consent, suppression, contact-point, policy, provider, and manual-call evidence on the record before a customer hears from the shop.
Book a demo
Thirty minutes on your shop's workflow: the board, the follow-ups, deferred work, and the numbers behind them. You leave knowing exactly how VehicleDesk runs your day.