Toyota service

The campaign sitting on this VIN — already on the write-up and the phone.

A new advisor cannot remember every exception. Dealer Copilot puts the open recall, the pay type that will bounce, and the advertised coupon that isn’t on the line onto DealerTrack and TCC / SmartPath. It reads the screen they already use. It does not click the DMS.

Live write-up. Customer name, phone, VIN, and store name blurred. Click to full screen.

What a rooftop actually gets

Not a chatbot in another tab. The misses that turn into a bad appointment, a chargeback, or a CSI hit — named while they still have the customer.

Phone · BDC · TCC

Don’t book the do-not-schedule

Open safety recall, interim remedy not out, limited service campaign that expires. On the appointment before the slot is locked.

Write-up · Advisor · DealerTrack

Catch the bounce while they write

Wrong pay type, missing or extra part, TSB not named in the correction. On the RO — not 45 days later as a chargeback.

Print · Cashier

Last look before they invoice

Advertised coupon not on the line outlines the print window. Oil change closed with no oil or filter. Still on the RO they already have open.

A morning on the drive

Same VIN. Four screens. Nothing in another tab.

  1. 1 Phone

    BDC opens the appointment. The VIN is on TCC. Open safety recall, interim do-not-schedule, limited service campaign that expires — before the slot is locked.

  2. 2 Write-up

    Advisor opens the RO on DealerTrack. The campaign sitting on this VIN is already a card. Wrong pay type, missing part, TSB not named in the correction.

  3. 3 As they page

    A status strip on the RO: reading, issues, or clean. Search the store’s own knowledge without leaving the screen. Manager notes ride with the campaign.

  4. 4 Print

    Advertised coupon not on the line outlines the print window. A last look before they invoice — still on the RO they already have open.

What’s on a card

Not a chatbot answer. The same facts a 12-year advisor keeps in their head — on the VIN in front of them.

Tell the customer

What this campaign actually is, in the words they can say over the drive. Interim: do not schedule, we will call when the remedy is out.

Parts

Required number, order-before-you-book, no-parts software campaign. Missing, extra, superseded, or billed on the wrong line.

Manager notes

The note the service manager already wrote — EPV tech, book a two-hour bay — rides onto the write-up and the phone.

The claim shape

Op, book time, pay type. The Corr: row the tech has to fill. Clocked time versus paid hours.

On the write-up

Same overlay as the phone. Four misses an advisor actually hits — while the RO is still open.

Pay type. Rental line on customer pay — it has to be warranty, or the claim bounces.
TSB. The bulletin might apply. Confirm it before it goes in the correction.
Op and parts. The campaign is on the line. The op is the wrong variant.
Print. Advertised coupon not on the line — last look before they invoice.

On the phone

The VIN is on the appointment. Open recall, STOP SALE, what to tell the customer — before the slot is locked.

Rear door switch recall. Parts on order. What to tell the customer.
Backup camera STOP SALE. A second open recall on the same VIN.

Where it sits

BDC · TCC · SmartPath

The VIN is on the appointment

Open safety recalls and campaigns come up before the slot is locked. If Toyota says the remedy is not out, it says do not schedule. A limited service campaign that expires is named while they still have the customer.

Open safety recall on the appointment. What to tell the customer. Live TCC. Click to full screen.

What it flags

Only checks that already fire in production. If a card is muted or a feature is still planned, it is not on this page.

Campaigns and recalls

  • Open campaign or safety recall on this VIN
  • Campaign billed on a vehicle it does not cover
  • Campaign expired or restricted
  • Unknown campaign code — not in the knowledge base
  • Overlapping campaigns on two warranty lines
  • A real part billed on a no-parts software campaign

The claim

  • Wrong pay type — warranty, customer, Toyota Care, Extra Care
  • Wrong or missing campaign op
  • Parts missing, extra, superseded, or on the wrong line
  • Flagged hours versus book time
  • Warranty time with no Corr: row
  • Clocked time less than half the paid hours
  • Same tech flagged the same hours twice

TSB and the story

  • A TSB that applies but is not named in the correction
  • TSB op billed on a vehicle the bulletin does not cover
  • T1 / T2 / failed-part story sitting on customer pay
  • Required DTC not in the correction

Toyota Care

  • Toyota Care interval or mileage
  • Care line missing oil or filter
  • Cabin air filter required for this model, none billed
  • Parts billed on a no-parts Care op (5 / 15 / 25KSYN)
  • Header Care op does not match the Corr: op

Extra Care, rental, cashier

  • Extra Care approval billed as factory warranty
  • Rental line on the wrong pay type
  • Rental missing the TOY- agreement number
  • Advertised coupon not on the line, caught at print
  • Oil change closed with no oil or filter
  • Menu op billed on a pay type store policy forbids

On the screen besides cards

  • Status strip: reading, issues, or clean
  • Search the store’s knowledge from the RO
  • Pre-invoice rollup before they close
  • Parts on backorder become a call list

What it does not do

If this is your drive

In production with real advisors. Built here. No demo link. If you run a Toyota service department and this is the job, email Brandon.

brandonv@verbecklabs.ai