Automotive · Sales

Service-to-Sales Trade-Up Handoff

Flag high-cost repair estimates as a trade-up opportunity instead of losing the customer to 'too expensive to fix.'

Apps this needs

DMS Keyloop, CDK or DMS export for customers & appointments. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent monitors service estimates and flags any RO where repair cost exceeds a set share of the vehicle's trade-in value.
  2. Checks the RO for the service advisor's consent flag first — this never contacts the customer without it.
  3. If cleared, offers a free trade-in appraisal and a like-for-like replacement quote before repair is authorized.
  4. Routes the lead to a salesperson via the CRM, attaching the full service and ownership history.
  5. The outcome — appraisal booked, repair proceeded, no response — is written back to the RO and CRM.

Data sources

DMS repair order data Vehicle valuation feed CRM

What it targets

  • High-cost estimates flagged to sales Target 100%
  • Trade-up appraisals booked from flagged ROs Target 15%