Video Library – Vehicle Life Plan
The Vehicle Life Plan is a customized maintenance roadmap designed to keep each vehicle problem-free, safe, and reliable for years to come.
The plan is generated in seconds by analyzing the vehicle’s service history, current work-in-progress, and CARFAX records. The system automatically calculates annual mileage using the past three years of data to ensure accuracy.
Using AI-driven insights, the system generates service intervals based on factory recommendations and expert guidance specific to the vehicle’s VIN, make, and model. The service advisor then tailors the Vehicle Life Plan to fit the customer’s safety, reliability, and budget, creating a personalized, trustworthy plan that builds long-term customer relationships
1. Vehicle Life Plan Overview
Gain a complete overview of the Vehicle Life Plan, including its purpose, key features, and how it helps Service Advisors build trust, improve customer retention, and increase maintenance sales through proactive vehicle care.
2. Configuring the Vehicle Life Plan
Learn how to customize the Vehicle Life Plan for your Service Center by adding and editing maintenance services, parts, labor, pricing, CARFAX integration, and other settings to match your shop’s processes and recommendations.
3. Building a Vehicle Life Plan for a New Customer
Learn how to use CARFAX vehicle history and maintenance information to understand the customer’s vehicle before they arrive. Review annual mileage, oil change frequency, previous repairs, recommended maintenance, and build a personalized Vehicle Life Plan to help customers confidently care for their vehicle.
4. Building a Vehicle Life Plan from the Appointment Scheduler
Preparation is the key to exceptional customer service. Learn how to build a Vehicle Life Plan directly from the Appointment Scheduler so you can review the vehicle’s history, identify upcoming maintenance needs, and be fully prepared before the customer arrives.
5. Texting the Vehicle Life Plan
Learn best practices for sending the Vehicle Life Plan by text message. Discover how to communicate maintenance recommendations clearly, increase customer engagement, and make it easy for customers to review their personalized maintenance plan.
6. Automated Follow-Up Using the Vehicle Life Plan
Increase customer retention by automatically reminding customers about upcoming oil changes and maintenance based on both time and mileage. Learn how automated follow-up keeps your Service Center connected with customers at exactly the right time.
7. Phone Follow-Up Using the Vehicle Life Plan
Discover one of the most effective customer retention strategies—personal follow-up phone calls. Learn when to call, what to say, and how to use the Vehicle Life Plan to schedule future maintenance while strengthening customer relationships.
8. Understanding Vehicle Life Plan Statuses
Learn what each Vehicle Life Plan status means, including Recommended Today, Due Next, Future Maintenance, Service Up to Date, Needs Inspection, and No Service History. Understand how each status is calculated and how to confidently explain recommendations to your customers.
9. Repair Order Review Best Practices
One of the most valuable daily habits for a Service Advisor is reviewing the previous day’s Repair Orders. Learn how to verify completed recommendations, update the Vehicle Life Plan, identify missed opportunities, and ensure every customer receives accurate follow-up communication.
10. Presenting the Vehicle Life Plan to the Customer
Learn how to confidently present the Vehicle Life Plan as a personalized maintenance roadmap built specifically for each customer’s vehicle. Discover how to explain recommendations in a way that builds trust, educates customers, and helps them make informed maintenance decisions.