Skip to main content
VehicleDesk
Sign inBook a demo

For service advisors

Walk in to a prepared day.

Today lays out appointments, follow-ups, and open work on one hourly timeline. Opportunity Hub puts one customer and one talk track in front of you at a time. Every call, text, and outcome lands on the record.

Book a demo Owner workflow
Every morningThe prepared dayHourly timeline and work tray
Every callOne conversation at a timeCustomer, vehicle, value, and talk track
Every customerFull historyVehicles, services, payments, and notes
Every outcomeOn the recordThe next shift picks up where you left off

An advisor day is a queue of people, vehicles, and open conversations. VehicleDesk prepares every one of them.

The advisor day

Advisor screens

The prepared day, one conversation at a time, everything on the record.

Start from the timeline, open the customer in front of you, and leave an outcome the whole shop sees.

01 / Today

Build the day from a live timeline and work tray.

Scheduled follow-ups sit on an hourly timeline. Unscheduled customer work waits in a searchable tray beside it with the reason, value, and record on the card. Drag it onto the day and go.

  • Hourly schedule with open time visible
  • Searchable tray with customer, vehicle, and value
  • Drag, schedule, clear, and follow-up controls
See the Today workboard
Advisor day Product screens shown with demo data.
VehicleDesk Today workboard with an hourly follow-up timeline and unscheduled work tray

02 / Opportunity Hub

Work one ready conversation at a time.

Opportunity Hub presents one customer, one declined service, its value, and a talk track. Fresh, cooling, and cold bands keep the best call at the top. Record the outcome with one key and the next one loads.

  • Fresh, cooling, and cold queue bands
  • One customer, service, value, and talk track in focus
  • Keyboard outcomes, skip controls, and up-next context
See Opportunity Hub
Opportunity Hub Product screens shown with demo data.
VehicleDesk opportunity call list with a customer, declined work, guardrails, and outcomes

03 / Customer profiles

Carry the whole relationship into the conversation.

Customer profiles bring vehicles, service history, payments, notes, mileage, consent, and open work into one workspace. The next step lands on that history.

  • Grouped relationship timeline
  • Vehicle, service, and maintenance context
  • Contact readiness and the next recorded action
See customer profiles
Customer relationship Product screens shown with demo data.
VehicleDesk customer relationship workspace with a customer, vehicles, service, and payment history

04 / Appointments

Turn requests into booked work on one calendar.

Review the request, match the customer and vehicle, check capacity, and confirm the booking. Confirmed work flows straight to Today, tasks, and reminders.

  • Request, calendar, and workboard views
  • Customer and vehicle matching with service context
  • Confirmed work flows to Today, tasks, and reminders
See appointments
Appointments Product screens shown with demo data.
VehicleDesk appointment workspace with request, schedule, customer, and vehicle context

Advisor cadence

Open the day, work the record, leave the outcome.

Move from the plan to the person in front of you, then record what happened so the next shift continues instead of reconstructing.

  1. 01

    Open the day

    Start from the timeline, the appointment queue, the reminder list, or the board.

  2. 02

    Read the record

    Customer, vehicle, service history, notes, timing, and consent are ready before you pick up the phone.

  3. 03

    Have the conversation

    Book the appointment, make the call, or send the consent-checked message with the history attached.

  4. 04

    Record the outcome

    Log the result, task, reminder, or next step. The whole shop sees it.

System of record

Every message is consent-checked before it sends.

Consent and suppression run on every text and email. Shopmonkey stays the system of record for the repair history, and a confirmed booking goes straight onto the day.

See communication compliance

Other seats

Three seats. One set of records.

Owners see the money. Advisors get a prepared day. Independent shops run the whole day on top of Shopmonkey.

See the owner workflow See the independent shop workflow

Book a demo

See the advisor day with your team.

Bring one real queue: morning follow-ups, a declined-service call list, or appointment requests. We run it on VehicleDesk.

Book a demo See pricing