Video · Customer experience

A 13.6-hour engine job, booked like an oil change?

The prep and the parts, from the phone call. 1:01

Each example is re-created from an actual repair order or appointment, with names and identifiers changed. The screens are simulated; DealerNavi works on the screens your team already uses.

On-screen captions

  1. The agent adds recall 24TA07.
  2. Engine replacement recall — parts needed before it’s booked.
  3. Interim-phase trucks can’t be repaired yet — the engine is ordered by VIN first.
  4. Phase checked. Engine ordered. Customer called when it arrives.
  5. No customer sent home with a torn-down truck.
  6. Next call: the agent adds fuel pump recall 20TA02.
  7. Manager’s note: ¼ tank or less. The tank comes out.
  8. Parts first, and what to tell the customer.
  9. Note acknowledged.
  10. Booked — customer told to arrive with ¼ tank or less.
  11. The tech isn’t draining a full tank.
  12. Customers arrive prepared. Parts are on the shelf. The bay is booked for the real job.

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