Dealer Tasker by ShiftScale
Proposal — Service Department

Lawless Chrysler Dodge
Jeep Ram

Prepared for Jeff Scarinza, Fixed Operations Director  ·  June 15, 2026

Service Department Focus DealerBuilt DMS wiADVISOR Scheduling ~650 ROs / Month 11 Technicians
What we heard
Where Lawless is leaving opportunity on the table
📵
Weekend calls go unanswered until Monday midday
Service is closed Saturday and Sunday. Every call that comes in Friday evening or Saturday goes into voicemail — and doesn't get worked until Monday, mid-morning at best.
"It's probably Monday mid-day before those customers actually get handled."
📞
Single BDR creates a capacity ceiling
One rep handles the majority of inbound scheduling. When he's on a call or busy, calls cascade to advisors and then the dispatcher — nobody optimized for booking.
"If the service advisors are busy, I'm not sure it's handled the best way possible."
🔧
Declined ROs sit with almost no follow-up
Customers decline work on the multipoint every day. Right now there's very little process to follow up and convert those jobs — that's revenue already in your bay walking out the door.
"We have very little follow-up process for that right now."
🚨
Stellantis recall chaos eating rep time
Recalls get announced before parts are available. Your BDR manually monitors what's scheduled vs. parts on hand to avoid no-fix visits. EV recall 68C can only handle 2 appointments per day.
"He spends a lot of time paying attention to what's scheduled so we don't have a customer come in without recall parts."
How DealerTasker solves it
An AI agent built around your operation
1
24/7 Inbound Coverage — Voice, SMS & Chat
Our AI agent answers every inbound call and text the moment it comes in, whether your BDR is tied up or it's 9pm Saturday. It collects appointment details (make, model, VIN, desired time), books natively against your availability, and sends your rep a confirm/reschedule email so he stays in control without lifting a finger on overflow.
✓ No more Monday morning backlog
2
Recall Management with Parts-Availability Logic
We pull recall data nightly from NHTSA, match it to your vehicle list by VIN, and notify customers within 24–48 hours. For Stellantis recalls where parts aren't yet available (like the current announcement), we set a hold flag so the agent tells callers: "Parts are expected in September — we'll reach out the moment they're ready." The 68C EV recall cap (2/day) gets baked into scheduling constraints during onboarding.
✓ Zero over-booking on constrained recalls
3
Declined RO Follow-Up Campaign
When a multipoint line item is marked declined in DealerBuilt, we automatically queue a follow-up — typically at the 7-day mark — and the agent reaches out by the customer's preferred channel to reschedule. We track whether that customer returns and ties it back to direct revenue recovered.
✓ Converts work that's already been recommended
4
Escalation Alerts — Never Leave a Customer Hanging
When the agent hits a question it can't confidently answer (like the warranty transfer question on the demo call), it says "Let me get our service advisor to confirm that" and immediately fires an escalation email to your team with the full context. You can also hit "Coach Agent" in any appointment notification to submit a better answer — we resolve it within a few hours so it never happens again.
✓ Agent gets smarter with every interaction
5
DealerBuilt Integration (Bridge Method, Day 1)
We've confirmed DealerBuilt has a public API program. Certification typically takes ~4 weeks. In the meantime, the agent collects appointment details and sends your BDR a structured confirm/reschedule email so nothing falls through during that window. For wiADVISOR-specific bookings (Stellantis recall scheduling), we handle those via the same email handoff with all required fields pre-filled.
✓ Live on Day 1 — no waiting on API cert
Hear it for yourself
Live call recordings — share these with your team
Outbound Service Reminder
Agent proactively books a service appt + handles a complex question by escalating
Inbound Recall Appointment
Customer calls back on a recall notice — agent books, explains coverage, handles scheduling edge cases
Sales Call — Reference
Same agent technology applied to the sales floor — for when the team is ready
Finance Call — Reference
Agent handles financing questions — shows cross-department capability
Implementation
From signed to live in under 2 weeks
Week 1
Onboarding & Build
We pull your website, map your hours, advisors, and services. We walk through gray areas — recall exclusions, the 68C cap, parts-hold logic — and build the knowledge base.
Week 2
Test & Train
You get a sandbox to run test calls and texts. Your BDR sends "Coach Agent" feedback. We tune until you're confident. Email bridge for DealerBuilt goes live.
Ongoing
Live & Improving
Agent handles inbound overflow and after-hours immediately. Declined RO and recall campaigns launch week 3. DealerBuilt API integration goes live once certified (~4 weeks).
Investment
Simple, flat pricing — no per-seat fees
$2,900
/month
Service Department — all features included
✓ 24/7 inbound voice, SMS & chat coverage
✓ After-hours & weekend appointment booking
✓ NHTSA recall monitoring + parts-hold logic
✓ Declined RO follow-up campaigns
✓ Escalation alerts to your team
✓ DealerBuilt email bridge (Day 1) + API integration (~week 4)
✓ Appointment confirmation emails to your BDR
✓ "Coach Agent" feedback loop — continuous improvement
✓ Full reporting: conversations, bookings, conversions
+ Carrier usage fees (voice per minute + SMS per message) — estimated $100–200/month at your volume. All usage tracked and reported. Sales department module available at same rate when ready.
Next Steps
Here's how we get moving
1
Demo login — in your inbox today
John is sending over a demo account link so you can click through campaigns, view conversation histories, and see the reporting dashboard with real data.
2
Team demo — Wednesday after 1:00pm
Bring in whoever needs to see it. We'll run the full demo for your team so they can ask questions and see the call recordings live. You mentioned your Wednesday meeting wraps by 1.
3
Agreement & kickoff
Once you're ready to move, we start the onboarding call within 48 hours. We'll map your hours, recall exclusions, EV constraints, and advisor routing before we touch anything live.
4
References available on request
We have multiple active dealer groups who've granted us permission to share their contact info. Happy to connect you directly so you can hear how their campaigns are running.
Ready to close the weekend gap?
Every Saturday call that goes to voicemail is a customer who may not call back Monday. Fill out below and our team reaches out within 1 business day.
Name
Email
Phone
Dealership
Our team will reach out within 1 business day with your onboarding packet and agreement.
Joe Harris  ·  jharris@shiftscaledigital.com  ·  DealerTasker by ShiftScale Digital