Work Opportunities
Turn declined and deferred work into a focused follow-up list without losing the original repair-order context.
Work Opportunities brings declined and deferred recommendations into one follow-up workspace. Each row keeps the customer, vehicle, originating repair order, recommended service, age, and estimated value together so an advisor can act with the right context.
Work through the queue
The summary separates open opportunities, estimated pipeline, linked recoveries, and recovery rate. Estimated pipeline is labelled as potential value rather than earned sales.
The paginated list shows customer and vehicle identity, the recommended service, estimated value, original decision date, and current status. The page number is reflected in the URL, so refresh, Back, and Forward preserve your place in a long queue.
Follow up from the source
Open the source repair order when you need service history, authorization detail, or customer context. The opportunity remains connected to the recommendation that created it; following up does not create a second, disconnected source of truth.
Use Dismiss only when the shop has deliberately decided not to follow up. A confirmation dialog makes clear that dismissal does not mark the work as recovered.
Measure actual recovery
Pipeline value is an estimate of available work. Recovered sales are reported only when the work returns and is actually earned. Keeping those measures separate prevents an open opportunity from being counted as completed revenue.
Next: Reports — compare opportunity pipeline with declined-work recovery.