Every advisor, tech and bay on one system.
RVDesk gives an RV dealership service department one system for the service drive: the job board, a tech board for each technician, estimates customers approve by text, parts and purchase orders, and roles and permissions for everyone who signs in.
Everyone in the department, in their own seat
Each person signs in with their own login and sees the part of RVDesk their job needs.
| Role | Works in RVDesk on |
|---|---|
| Service advisor | Writes up work orders, sends estimates, schedules and texts customers, and posts finished work. |
| Technician | Sees their jobs on the tech board, clocks in to them, fills in inspections and comments on the work. |
| Manager | Everything in the department, including parts and inventory, payments, settings, reports and employees. |
| Accountant | A financial-only seat: invoices, expenses, payroll and time, and reports. |
| Owner | Everything in RVDesk, for every location. |
A board for each technician
The tech board puts every work-in-progress job under the technician who holds it, with the hours that go with it.
- Hours assigned against hours complete, per tech
- Unassigned work in its own column
- Techs are notified when a job is assigned to them
- Who is on the clock, and on which job
M. Ortiz
6.5 / 8.0 hrsWO-1039
Slide-out motor replacement
On the clock
WO-1042
Roof reseal: lap sealant and vents
J. Avery
3.2 / 5.5 hrsWO-1044
Leveling jack hydraulic leak
On the clock
No tech assigned
1.5 hrsWO-1047
Water heater anode and flush
Demo shop with sample data
Approvals that don’t stall in the service drive
The estimate goes to the customer’s phone, and the advisor who sent it hears back the moment anything happens.
- Estimates texted or emailed as a link
- Notified when the customer views it and when the work order is authorized
- Declined work kept on the customer’s record for follow-up
WO-1042 Dana Whitfield
Authorized 2 of 32019 fifth wheel, 31 ft
- Slide-out seal replacement, curbside$684.20Approved
- Roof reseal: lap sealant and vents$1,126.00Approved
- Water heater anode and flush$142.50Declined
Activity
- Texted to (530) 555-01449:14 AM
- Opened on their phone9:31 AM
- Dana Whitfield approved 2 jobs9:36 AM
Redwood RV Service
Estimate for your 2019 fifth wheel
- Slide-out seal replacement, curbside$684.20
- Roof reseal: lap sealant and vents$1,126.00
- Water heater anode and flush$142.50
Authorization complete. Work is now approved.
Demo shop with sample data
Parts the whole department can see
Purchase orders, receiving and stock live on the same work orders the advisors and techs are using.
- Purchase orders tied to the work order
- Notified when a part on a work order is received
- Inventory counts that record the difference
Parts and inventory
2 to reorder- Self-leveling lap sealant, 10.3 oz4Low
- Water heater anode rod9OK
- Slide-out wiper seal (ft)2Reorder
- 50 amp shore power plug6OK
PO-0318 Parts supplier
Received3 items checked in and added to stock. The slide seal on WO-1042 is ready to install.
Demo shop with sample data
Permissions that fit how you run it
Start from the role. Add abilities with a permission group, and take one away from a single person when you need to.
- Owner, manager, service advisor, technician and accountant roles
- Groups that add abilities, like editing parts or recording payments
- Per-person overrides that take an ability away
- More than one location under one login
Group: Parts counter
2 techniciansAdds to what their role allows:
- Can create new parts; can edit inventory part details and quantities
- Can take payment on a work order and counter sale
R. Chen, Service advisor
1 overrideEverything the role allows, with one exception for this person:
- Can unpost work ordersOff
Demo shop with sample data
Questions service managers ask
Does RVDesk file manufacturer warranty claims or connect to our DMS?
No. RVDesk runs the service department: work orders, estimates, parts, payments, time and reports. It doesn’t file warranty claims with manufacturers or connect to a dealer management system. Book a demo and we’ll show you where it fits next to the systems you already use.
Can we control what each person can do?
Yes. Each person has a role. A permission group adds abilities to it, and an override takes one away from a single person.
Can we run more than one location?
Yes. Each location keeps its own work orders, customers and inventory under one login, at $149 a month for each location after the first.
Do we pay per technician?
No. The price is per location, so every advisor, tech and bookkeeper gets their own login.
Can techs work from a tablet?
Yes. RVDesk runs in the browser on a phone or tablet, so techs clock in, fill in inspections and comment on jobs from the bay.
See your service drive on one board.
Mon–Fri, 8 AM–5 PM Pacific