Service Appointment Notification
gathering votes
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Matthew Gracyalny
It would help if we had a notification that popped up when a customer in our name has set an appointment, has an appointment that day first thing in the morning, and maybe when they are here. Seeing more information about the service appointment would be great as well. This is even more useful when we have more information about their previous deal when clicking the value tab in their customer card.
Shawn Goebel
Merged in a post:
Notifying Sales If Previous Sold Customer Is In Service
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Lizzy Olsen
I believe having a notification for the Product Specialist when their previous sold customer is in the service department would be very beneficial. It would be nice to be notified when the appointment is scheduled, as well as when they arrive.
Shelby Parker
Hey Lizzy Olsen, thanks for your feedback! I have a few more questions for you:
- How would you like to receive the notifications (e.g., email, SMS, app notification)?
- Should the notification include any specific details about the customer's service appointment?
- Is there a preferred time frame for when the notification should be sent (e.g., immediately upon scheduling, a day before the appointment)?
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Lizzy Olsen
Shelby Parker Thank you! 1.) Ideally it would be through the DriveCentric app, similar to how we get notified when a customer texts us. 2.) No need for specific details as to what service is being done. 3.) Yes! Ideally right when the appointment is set, 24 hours before the appointment, and when the customer arrives.
Drew Adler
marked this post as
gathering votes
Hello all and thank you for your feedback! Pardon the delay in updating the status on this. We'll monitor this feedback and provide any updates along the way.
Shelby Parker
Hey Matthew Gracyalny, thanks for your feedback! I have a few more questions for you:
- Can you specify what information about the service appointment you would like to see in the notification?
- What specific details from their previous deal would you find most useful to have readily available in the customer card?
- Would you like these notifications to be customizable based on different roles within the dealership?
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Matthew Gracyalny
Shelby Parker 1. At least date and time of appt. Reason for service visit. Last recorded mileage. 2. How much money down they did. What products they purchased on the back end of the deal. What they purchased on the front(ECP). Details about approval/Tier level and lender. LEase vs Finance vs Cash deal. These things would be helpful in and of themselves. Seeing some of this early on in an open deal may help us early on in the sales process. 3. I am not sure that is necessary and not sure what I would customize if so.