Organize service appointments
Collect the booking details and the customer's description in your intake format. Coordinate the appointment from the capacity your shop supplies.
What you get back: An appointment brief for the service advisor
For repair shop owners and service advisors
Keep customers informed without pulling the service advisor away from every decision. Your assistant organizes appointments, records questions and follows the updates your shop provides. KTD recruits and prepares for your agreed repair-shop role before handoff.
Find your assistantA part has not arrived, a customer is waiting on a call, and the service advisor has a revised recommendation to discuss. The office needs to know which update is ready to send and which still requires a decision.
An assistant can keep those states visible against the work order. Your advisor gets the customer question and the latest supplied status together, then the approved response gets followed through.
The work to hand off
Collect the booking details and the customer's description in your intake format. Coordinate the appointment from the capacity your shop supplies.
What you get back: An appointment brief for the service advisor
Link incoming questions to the right work order and record the latest status provided by your shop. Separate a factual update from a question awaiting the advisor.
What you get back: A work-order update queue with response owners
Record supplied parts status and the next contact needed. Once your team decides the plan, coordinate a return appointment or customer update.
What you get back: A follow-up log for parts-related and return-visit items
Send your shop's authorized readiness message and confirm the customer's collection arrangements. Route unresolved questions back before marking the communication complete.
What you get back: A pickup communication record with open questions visible
Illustrative workflow
Use the service advisor's status as the source for each customer message.
Assistant preparesRecord the question and connect it to the correct job.
Your team decidesWho should review the status or recommendation.
Assistant preparesLog the source, timing and any unresolved dependency.
Your team decidesThe repair plan and what can be communicated.
Assistant preparesPrepare the customer update and record the wording authorized.
Your team decidesAny revised estimate, authorization or completion commitment.
Assistant preparesRecord the reply and coordinate the next assigned step.
Your team decidesHow to resolve a new question or change the plan.
Illustrative example — not a client record
Keep the supplied parts status separate from a promised completion time.
Ready to hand over when: The service advisor can see the customer's question and supplied parts status, with the completion window clearly awaiting the advisor's decision.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
An assistant supports the communication around the repair. The advisor and technicians supply the technical status and decisions.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Bring us the calls, parts follow-ups and work-order questions that interrupt your advisor. We will define the assistant's role around the updates your team can supply.
Explore other ways to organize the work around your team.