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Leads - How to review vehicle data and spot potential issues

In ConnectedWorkshop, the vehicle details page is where you confirm what is happening before you contact anyone. This article shows you how to review the most important vehicle data, spot common issues, and decide the right next step for both fleet and private vehicles.


By the end of this article, you will be able to:

  • find a vehicle quickly

  • understand service timing, leads, and connectivity status

  • decide whether to act now or plan follow-up

  • capture the outcome so colleagues stay aligned
     

Step 1: Find the vehicle and open Vehicle details

  1. Select Vehicles in the left menu.
     

  2. Search using the most reliable identifier you have, such as a number plate or VIN:


     

  3. Select the vehicle to open Vehicle details.
     

  4. Start on the Overview tab:


Step 2: Odometer, Service and Connectivity


On the Overview tab, check these first:

  1. Odometer or mileage

Use this to confirm usage and support service timing conversations.

  1. Service timing

Look for predicted service or upcoming service dates. This helps you decide whether follow-up should be now or scheduled.

  1. Connectivity status

Check whether the vehicle is currently sending data. Where available, hover to see when data was last received and whether consent is missing.


Some vehicles use OEM connectivity, some use CC-Link, and some use both. Always check the status labels shown in the platform.

 

Step 3: Spot potential issues and choose the next action


Use this quick guide:


Service due soon

  • Action: propose a booking or agree a follow-up date

  • If the customer is already in contact: confirm timing and next available slots:


Alarm or warning present

  • Action: open the Leads and errors section for details

  • Decide whether the case is urgent or can be planned:



 

No data or vehicle appears offline

  • Action: check when data was last received and whether this is a temporary gap

  • Perform quick checks before escalating:


Common scenarios (what to do in real conversations)


Scenario A: Customer asks about next service

  1. Open the Vehicle Overview and confirm mileage and service timing.
     

  2. If service is due soon, propose a booking or a plan.
     

  3. Record the outcome (via internal note or reminder status) so colleagues do not duplicate follow-up.


Scenario B: Warning light or error code

  1. Start on Overview to confirm vehicle identity and connectivity.
     

  2. Open Leads and errors.
     

  3. Check what is registered, view the error details :

     

  4. Decide the next steps for the vehicle:

  • urgent inspection recommended

  • plan for next available appointment

  • monitor if it is intermittent and no other signals exist:



Scenario C: Vehicle appears offline or data is not updating


Before escalating, do these quick checks:


Quick checks in ConnectedWorkshop

  • Confirm the vehicle is the correct one (VIN and license plate).

  • Check the connectivity status label and hover over the connectivity badge for last data received.

  • If both OEM and CC-Link exist, check both statuses where shown.
     

If the vehicle is fleet

  • Ask the fleet contact if the vehicle has been in use recently and whether it is parked in a location that may block signals (underground parking, remote area).

If the vehicle is private

  • Contact the customer by phone or email, or use the chat function in the vehicles overview page, in connected workshop. 

Troubleshooting and support


Common issues and what to do:

  • Vehicle not found: search by VIN, confirm you are viewing the correct workshop.
     

  • Service timing missing: check connectivity status and whether data is up to date.
     

  • Mileage looks wrong: confirm last data received and record a note if the value is clearly outdated.


Maximising Revenue and Lead Management


Using Filters for Proactive Servicing


You can filter your Urgent Leads by specific time periods or historical vehicle events. This allows you to spot patterns in vehicle health and reach out to customers before a problem becomes a breakdown.
 

Pro-Tip: Seasonal Maintenance Use filters to identify customers who experienced battery issues during previous cold spells. You can then proactively suggest a battery health check or replacement before winter arrives.


Understanding Estimated Revenue

To help you work more efficiently, several lead types include an Estimated Revenue column. This figure represents the potential value of a booking based on rates determined by the importer.

  • How it is calculated: For example, an "Engine Management Light" lead is assigned a value based on the standard time required to perform a full diagnostic check.

  • Why use it: This functionality allows you to prioritise your workflow based on high-value tasks and provides a clear overview of the total potential earnings from your accumulated leads.

You can read more about this function here.

 

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