Every rig they own, and everything you’ve done to it.
Customer and RV records for repair shops: one customer, all of their rigs, and the full history of work orders, declined jobs, appointments and messages.
Dana Whitfield
Text-to-pay- Mobile
- (530) 555-0144
- Prefers
- Text
- Lead source
- Referral
Rigs
2019 fifth wheel, 31 ft
VIN ending 04417 · 7RVX417 CA
2017 one-ton pickup
Tow vehicle
History
- WO-1042 · In progress$1,810.20
- WO-0988 · Posted$642.15
- WO-0931 · Posted$289.00
Last messages
- Estimate for WO-1042 sent by text
- “Can you look at the awning too?”
Demo shop with sample data
Your customers own more than one rig.
The fifth wheel and the truck that pulls it. The motorhome they’re selling and the trailer they’re buying. RVDesk keeps each rig on the customer’s record with its own history, so the advisor knows the story before the first question.
The whole history at the counter
When a customer walks in, their work orders, past jobs, appointments and declined work are one click from their name.
- Work orders, job history and appointments for each customer
- Declined jobs kept for the next visit
- What you texted and emailed them, and when
Rigs, not just vehicles
Each rig carries its VIN, plate, unit number, photos and the notes that matter next time.
- Look up a 17-character VIN to fill in the year, make and model
- Several rigs on one customer
- Photos of the rig on its record
- Unit numbers for fleet and rental customers
2019 fifth wheel, 31 ft
Look up VIN- VIN
- …KE004417
- Plate
- 7RVX417 CA
- Unit #
- None
- Owner
- Dana Whitfield
- Visits
- 3
- Color
- White, gray
Curbside slide. Awning arm sticks when it’s cold.
Curbside
RoofFront capDemo shop with sample data
Declined today, booked next time
Work a customer passed on stays on their record, which is what makes a follow-up call worth making.
- Declined jobs listed per customer
- A declined jobs report across the shop
- Contact preference and text-to-pay on the record
Declined jobs · Dana Whitfield
3 jobs- Water heater anode and flush · WO-1042$142.50
- Awning fabric replacement · WO-0988$1,240.00
- Trailer tires, set of 4 · WO-0931$780.00
Declined work stays on the record for the next visit.
Demo shop with sample data
Rig sold? Its history goes with it.
Move a rig to its new owner, and its work orders, photos and history move with it.
- Transfer a rig to another customer
- Archive rigs a customer no longer owns
- Import customers and rigs from a CSV, XLSX or XLS spreadsheet
Transfer vehicle
Move the 2017 travel trailer, 24 ft to another customer. Its work orders, photos and history move with it.
Kai
- Kai Mendes(530) 555-0123
- Kaitlyn Brooks(530) 555-0186
Demo shop with sample data
Customer record questions
Can one customer have several rigs?
Yes, each with its own history.
Is declined work kept?
Yes, on the customer’s record, which is what makes a follow-up worth doing.
Can I see what a customer was sent?
Yes, against their record.
Can I import my existing customers?
Yes. Customers and their rigs import from a CSV, XLSX or XLS spreadsheet.
What happens when a customer sells their RV?
Transfer the rig to the new owner. Its work orders, photos and history go with it.
See a customer’s rigs and history in a demo.
Mon–Fri, 8 AM–5 PM Pacific