Appraisal Appointment Confirmation & Document Checklist
A done-for-you automotive automation built for the Used Car Manager, connecting Twilio and Calendly so the work below happens on its own.
What this automation does, step by step
A scheduled vehicle appraisal appointment automatically triggers a confirmation and reminder to the customer, including a clear list of documents to bring, the title, registration, and a spare key if available, so the used car manager doesn't lose a slot to a customer who shows up without what's needed to actually complete an appraisal.
No-shows on appraisal appointments drop once the reminder includes the practical checklist, and appraisals that do happen move faster since the paperwork is already in hand instead of requiring a second visit to finish.
- DMS (e.g., CDK Global or RouteOne)
- Zapier or Make.com
- Twilio (immediate lead text)
- Calendly (test drive scheduling)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, an used car manager spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. It's the kind of work that quietly eats hours every week.
With this automation
- Multi-touch reminders that measurably reduce no-shows
- Waitlists that backfill cancellations automatically
- Self-scheduling with instant confirmations
- Dispatch and on-my-way updates sent to the right people
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