Service Intelligence

Executive Summary and AI Coaching for Fixed Ops

Unify advisor scorecards, technician execution, repair order performance, retention, inspections, customer experience signals, executive summaries, and AI coaching in one fixed operations view.

Advisor Scorecards

Track advisor performance across the numbers that matter to retention, gross, and customer experience.

Retention Tracking

See whether customers are staying engaged with the store after the sale and after each visit.

Executive Summary

Give managers and leaders a service summary view across advisors, technicians, CSI, ASR, inspections, CP hours per RO, quote utilization, and coaching priorities.

Executive Summary Built Into the App

The service page connects directly to the way the app organizes fixed operations: an executive summary for leaders, scorecards for advisors and technicians, and an AI coaching tool that turns the numbers into manager action.

Executive Summary
Fixed Operations

Service Team Summary

Advisors, technicians, CSI, inspections, ASR, and CP hours

Priority
3 Wins / 2 Coach
Advisor ASR
45.0%
Coach
Inspection
94.0%
Near
CP Hrs / RO
2.41
Win
CSI / NPS
96.4
Win
NameRoleFocusMetricStatus
Steven B.AdvisorASR close rate45%Coach
Maria G.AdvisorCSI and reviews98.2Praise
Tech Team ATechniciansMPI completion94%Near
Quick LaneTeamCP hours per RO1.62Watch
AI Coaching Tool

Fixed Ops AI Coach

Managers can ask about team priorities, one-on-one talking points, CSI focus, advisor opportunities, technician execution, or a weekly action plan.

Summarize fixed operations team performance.
Which advisors need coaching and what should the manager say?
Which technicians need inspection completion coaching?
Create a CSI coaching plan based on current scorecards.
Build a weekly manager action plan.
Example AI Coach Response

Start with recognition: CSI and CP hours per RO are strong. The biggest coaching opportunity is ASR close rate. Meet with Steven B. today, review declined maintenance lines, and set a follow-up expectation before the customer leaves. Ask the technician lead to reinforce MPI consistency with the quick lane team.

Ready to unify dealership performance?

See how iSolve Automotive can bring every department, rooftop, OEM, statement, and report into one clearer operating view.

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