Vehicles require timely maintenance and periodic checkups for a variety of services and
repairs and vehicle service is a primary contributor for effective post-sales experience. As a
service agent at a dealership, or a service agent for an original equipment manufacturer, or a
customer, you can schedule vehicle service appointments. Use a simple guided flow to select the
type of service, a technician, the location of the service center, and the preferred time slot
for an appointment.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
- Schedule Vehicle Service Appointments as an Internal User
As a service agent or a service manager at an original equipment manufacturer company, you can schedule vehicle service appointments on behalf of customers. Providing the right service at the right time increases customer satisfaction scores and improves a customer’s post-sales experience. You can use an OmniScript-based guided flow to schedule a service appointment directly from a vehicle record page. Select the service center, the type of service, the technician who assists with the appointment, and the customer’s preferred time slot.
- Schedule Vehicle Service Appointments as a Dealer User
As a service executive at a dealership, you can schedule vehicle service appointments on behalf of customers. When customers contact service providers at a dealership, the users at the dealership can quickly book an appointment based on the customers’ preferences. Use an OmniScript-based guided flow to schedule a service appointment directly from a vehicle record page. The flow automatically detects the dealership location and allows you to select the type of service, the technician who assists with the appointment, and the customer’s preferred time slot.
- Schedule Vehicle Service Appointments as a Customer
As a customer, you can schedule service appointments for vehicle repairs and maintenance jobs from an Experience Cloud site. Use a self-service flow to select the service type, the nearest service center, a technician skilled at the service, and a convenient time slot.
