INDUSTRY SOLUTIONS
Keep the service request moving while the shop stays busy.
CallPilot captures the customer's vehicle or service question, contact details and preferred appointment time so your service advisor can follow up with context.
THE WORKFLOW
A clear path to the next step.
- 01Customer Calls
- 02Vehicle / Service Details
- 03Preferred Day / Time
- 04Appointment Request
- 05Private Client Activity
- 06Service Advisor Follow-Up
Turn a phone inquiry into an actionable service request
A caller may describe a service they want, a concern about their vehicle or a question about the shop. Configure intake to collect the relevant vehicle and service details in the request notes, without guessing a diagnosis or promising a repair.
The advisor can then review what was said and decide which questions to ask next. A useful handoff identifies the request, the caller and the next action.
Keep preferred times separate from workshop capacity
A customer asking for Tuesday morning has expressed a preference, not secured a bay. CallPilot captures the appointment request; the shop checks the work involved and confirms an appropriate time.
Service duration, parts and technician availability can affect the decision. Do not promise those details through phone intake unless the business has supplied an approved answer.
Collect after-hours requests for the next review
Customers often call when they are away from work and the service desk is closed. Within the configured answering workflow, CallPilot can collect contact information, service needs and a requested day for follow-up.
A callback request should identify the best contact number and what the advisor needs to discuss. Staff can review outstanding requests in private client activity when they are available.
Transfer the conversations that need an advisor
Configure staff transfer hours and destinations so a caller can reach the right person when the desk is available. If a transfer cannot be completed, the next step should be a clear callback request rather than a claim that someone has taken the call.
- Approved answers for opening hours and offered services.
- Vehicle and service notes appropriate to your shop.
- Requested day/time and reliable callback details.
- A named team responsibility for open requests.
Test the workflow with your real service categories
Bring examples such as routine maintenance, an inspection inquiry and a customer asking to speak with an advisor. Review whether the captured notes are sufficient to call the customer back without asking them to repeat everything.
CallPilot starts at $350 CAD/month. A demo can help define what intake should collect before the team approves a service appointment.
A LITTLE MORE CLARITY
Your questions, answered.
Will CallPilot diagnose a vehicle problem?
No diagnosis is promised. It captures the caller's description and follows approved shop information so an advisor can review the request.
Does it automatically schedule a bay or technician?
No. Appointment intake does not establish workshop capacity. Your team confirms the final service time.
Can after-hours calls become callbacks instead?
Yes. The configured intake can collect callback needs and relevant service information for staff follow-up.
YOUR NEXT STEP
See the workflow with your business in mind.
Bring your questions, current process and the next step you want to improve.