Reviews every service-lane customer each morning to find positive equity and qualified trade-up opportunities, matches them to a newer vehicle on the ground, and alerts the right salesperson while the customer is still in the building.
A service customer has a payment history with you, a vehicle you know the exact condition of, and two hours to kill. They are a better prospect than almost anything you are paying a lead provider for, and most stores drive past them every morning.
Every appointment on the schedule, checked overnight for positive equity, lease end and trade-up qualification. The list is ready before the first advisor logs in.
Not a generic offer: a specific newer vehicle, in stock, with the payment compared against what the customer pays now.
The right salesperson or manager is notified, by name, with the reason. Not a list somebody is supposed to check.
The clock on each opportunity is the time the car comes off the lift. That is the whole difference between this and a mailer.
These four customers were already in the building. Without the scan they would have paid the invoice and driven away, and nobody on the sales floor would have known they were there.
Illustrative product interface. Synthetic data, not customer data.
Thirty-one appointments scanned at six in the morning, four worth acting on. Each one shows the equity, the vehicle that matches, the reason it matches, and the salesperson who has been told. The countdown is the customer’s own service time.
The third row is not an equity case. It is a lease ending in 47 days, which is a different conversation and is flagged as one.
This is the module that turns a customer list into a customer relationship. The service visit is not the end of the last deal. It is the beginning of the next one, and it is on the same timeline as the first.
The deal that funded, the term, the payoff schedule, and the vehicle. The equity calculation is not a guess because the original deal is on the record.
The morning scan, the match, and the alert to a named person.
If they are in the building, it goes to the floor. If the moment passes, it goes to Engage as a lease-end or trade-in opportunity rather than being lost.
The module alerts a person. It does not contact the customer, and it does not interrupt the service visit. What happens next is a decision made by the salesperson who was alerted, and whether the opportunity was worked is recorded either way.
On the roadmap
Service is on the roadmap and is sequenced from what the pilot teaches. It depends on funded deal history being on the timeline, which means it gets meaningfully better the longer the platform has been running in a store.
Answers every lead by text, email and vehicle video, with an AI voice assistant that takes the call, works out what the customer needs and books the appointment.
One timeline per customer, one Control Center for the floor, and every recommendation explained, approved by a person and scored against what the deal earned.
