Trade-in and service requests

Two website forms create more than a lead. Value your trade creates a trade-in request with the unit's details, and the service request form creates a service request. Both are linked to the customer and their lead, so the salesperson sees everything in one place.

Before you start #

• Both lists are part of every plan. The forms are installed on every new website; you can edit them under Marketing › Forms (see promotions and forms).
• Dealerships on a plan with the full service department book service work through online scheduling and repair orders. The service request list stays useful for simple website requests.

Review a trade-in request #

1. Open Sales › Trade-ins.
2. Use the status links at the top to filter: All, New, Reviewing, Offer made, Accepted, Declined or Closed.
3. Select a request. Details shows the condition, Mileage / hours, VIN / HIN, Payoff owed and the customer's notes.
4. Set the Status, enter an Offer amount and add Notes for your team.
5. Select Save.

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1. Status filter.
2. Your offer, once you have made one.
3. Open a request to see the details and update it.

Every update is noted on the lead's Activity, including the offer amount ("Trade-in offer made — offer $4,500"). Select Open lead → to call or message the customer.

Handle a service request #

1. Open Sales › Service requests.
2. Filter by status if you like: New, Scheduled, In progress, Completed or Closed.
3. Select a request to read the Request: vehicle, description and preferred date.
4. Set the Status, the Location and the Date, then select Save.
5. To book a time, select Schedule service appointment.

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1. Preferred date the customer asked for.
2. Status of each request.
3. Open a request to update it.

Marking a request Completed can start a "service visit" follow-up sequence (see automation and SLAs).

Tips #

• Agree on a response time for trade-ins (for example same day). Shoppers who value a trade are usually close to buying.
• Ask for photos by message if the description is thin; record the offer here so the whole team quotes the same number.

Permissions #

Limitations #