Feature Requests

We would like to be able to view our Workplan in a Calendar View. That way we can see what tasks we have scheduled for later this week and later this month. If we are working on Monday and Tuesday, and off on Wednesday and Thursday we would like to complete them before they are due.

I would like to be able to change the date on my to-do list so I can see upcoming tasks. I would like to have time to send my customers Birthday cards and Anniversary cards, instead of them arriving to my customer's late bc I did not realize until the day of their Birthday, etc.

Can we fix schedules so no workplans automatically schedule tasks for days the dealership is closed?

I’d like to suggest a setting in DriveCentric that alerts a salesperson whenever one of their previously sold guests schedules a service appointment. This would let us know when our customers are coming in so we can stop by, say hello, and continue building that relationship. The notification would only go to the salesperson who originally sold the vehicle, so it shouldn’t cause any issues between salespeople. It would be a great way to help us stay connected with our sold guests without having to search through service-drive records manually.

should be an option to see upcoming (at least 3 days) ideally 7 business days plan at a glance to avoid future task pile up / handle proactively in many instances - e.g., case of going on vacation/day off and wrapping up all/ some in the upcoming week work plan VS coming back to a pile of tasks.

Would like to have a Store Workplan to work all daily tasks on one page vs. having to click multiple work plans if I have multiple salespeople off.

Ability to view enterprise workplan by team (rather than just by store) for teams that exist across multiple sites. This is helpful for centralized BDCs.

A way to filter Workplan Tasks by Action. Being able to complete all of your calls, all of your emails, and all of your texts in one go.

When there are multiple people working the same account there is currently tasks being generated for both individuals. Can you make it so tasks only fire for the person in position 1 on the account - seems like it creates overkill with how much we then reach out to customers and turns them off rather than keeps them engaged and serious.

when you are in the my work plan section and you select a customer, it would be great if you could easily add pictures of the vehicle the customer is purchasing with out it being a picture or correspondence. for instance I sell a motorcycle to a customer and I take pictures of the motorcycle when they pick it up so that if the customer drops the bike and says we gave them a damaged bike we have pictures of the vehicle when they pick it up.