How Vehicle Maintenance Schedule Report Works

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Following are the benefits of Vehicle Maintenance Schedule

1. The upcoming maintenance of the Vehicles can easily track down by using service due filter as shown below.
2. For the reminder calls, you can use the follow up filter, where sheet automatically showed you the vehicles list which service maintenance due date after 6 days.

Sheet Columns

1. Due Date column show the date on which vehicle maintenance service is due.
2. Reminder date column show the date on which person needs to call the customer and remind them about the service due date and take appointment.
3. Template column show the upcoming service type of the vehicle.
4. Age column show the age of the vehicle which is calculated from the delivery date
5. Status column shows the update about the customer call.
6. Communication column show the customer responses to the calls

Communication

1. Click on Communication box, a pop up named as submit communication shown up
2. Add Remarks of the customer as shown below
3. An opportunity has been created once you enter the remarks.
4. Select Action as shown below
5. Press the submit button on the top right as shown below

Action

1. Select submit remarks, when need to add customer call response. In status column it show open status.
2. Select Schedule follow up, when customer is not responsive or ask to call back. Filled out the next follow up date and days as shown below.
3. Select Mark as lost, when customer isn't interested. Select the lost reason as shown below 5, Select Mark as close, when customer already done with the service
4. Select Create Appointment, when customer willing to visit the dealership for the service
5. Once the appointment created, the status of the opportunity changed into converted

Create Appointment

1. Add remarks in the pop-up window as shown below
2. Select Create appointment
3. Appointment form open up.
4. All the data already been filled from the sheet. Add date and time of appointment as shown below
5. Save and submit the form.