DealerTasker by ShiftScale

● DEPARTMENT · SERVICE DEPARTMENT

Stop losing service customers to the indie shop down the street.

Five workflows that defend service-drive revenue — service reminders, recall notifier, lapsed-customer revival, declined-RO re-presentation, and appointment confirmation. All routed through Xtime / Cox.

Per rooftop · custom quote on demo

● THE ROLE

Parallel to the human counterpart.

Service is the highest-margin work in the store and the most likely to walk across the street. Customers buy from you, then disappear into the indie shop or quick-lube down the road. The Service Package keeps them.

● LAYER 2 · WORKFLOWS

5 workflows ready on day one.

Each workflow configures automatically during your 48-hour onboarding using data we pull during setup.

● HOW TO READ THE LIST BELOW

Every workflow is described in three parts — the same shape every time, no exceptions. Knowing this pattern makes the rest of the page faster to scan.

1 · Trigger

What fires the workflow. An event from your DMS or CRM, a time-based cohort, or a condition crossing a threshold.

2 · Action

What the AI agent does in response — the channel, the cadence, the context it carries into the conversation, and what data it writes back.

3 · Outcome

The end-state the workflow drives toward — appointment booked, hand-off to a human, clean drop with opt-out respected, etc.

WORKFLOW 01

Service Reminder

Mileage- and time-triggered service maintenance outreach.

HOW IT WORKS

  • · Trigger: Mileage threshold or time-since-last-service triggered
  • · Action: Personalized outreach with appointment offer
  • · Outcome: Service appointment booked

WORKFLOW 02

Recall Notifier

VIN-matched outreach when OEM recall publishes — books before the indie shop does.

HOW IT WORKS

  • · Trigger: New OEM recall publication
  • · Action: VIN-matched outreach with recall details
  • · Outcome: Customer books recall work before competitor calls

WORKFLOW 03

Lapsed Customer Revival

Wins back customers who've drifted to the indie shop.

HOW IT WORKS

  • · Trigger: No service activity in 12+ months
  • · Action: Multi-touch re-engagement with current incentives
  • · Outcome: Customer returns for service appointment

WORKFLOW 04

Declined Service Re-Presentation

Resurfaces previously declined work with new timing and context.

HOW IT WORKS

  • · Trigger: Previously declined RO line item
  • · Action: Re-presentation at appropriate time interval
  • · Outcome: RO line item approved at next service visit

WORKFLOW 05

Service Appointment Confirmation + No-Show Recovery

24-hour confirm, day-of reminder, same-day rescue.

HOW IT WORKS

  • · Trigger: T-minus-24h confirm
  • · Action: Day-of reminder + same-day rescue on no-show
  • · Outcome: Bay capacity protected

+ SERVICE DEPARTMENT LIBRARY

More workflows ready to activate.

Ready-to-deploy isn't the limit. The Service Department section of the Workflow Library includes additional templates you can activate after onboarding:

Mileage-prediction modelingRecall-campaign orchestrationMulti-RO sequencesTire + battery seasonal cadencesCustomer-loyalty flowsFirst-service onboardingPrepaid maintenance renewalEV-specific service intervalsBrand-specific recall escalationLoaner + pickup coordinationBilingual service outreachOEM warranty-expiry notifier

● INTEGRATIONS

Plugs into what you already own.

LIVE

✓ Xtime✓ CDK Drive✓ CDK CRM (Elead)✓ Native voice + SMS + chat

ROADMAP

Cox Automotive (Q3 2026)Reynolds & Reynolds (Q4 2026)

● WHAT WE MEASURE

Platform target: Up to 25% recovered RO lift.

Range based on industry benchmarks + platform mechanics. Your numbers vary by lead flow, baseline, and store profile.

Industry-target recovered RO lift

15–25%

Service-customer retention drop after 18mo lapse

60-70% (Cox)

Recall completion rate without outreach

~50% (NHTSA)

● HEAR IT IN ACTION

Listen to real Service conversations from active dealerships — audio + transcripts, anonymized.

Open Service calls →

● TALK TO A HUMAN

See Service Department on your data.

30-minute walkthrough on your actual lead flow and service data. We'll show you exactly where this package moves your numbers.

● HEAR IT FROM A DEALER

Reference calls available on request.

We don't publish named case studies until each dealer signs off on attribution. If you want to hear how DealerTasker is actually performing in a peer store, ask for a reference call — we'll arrange a 20-minute conversation with an active customer in your market or store group.

Build your package.