Explore a day in Zelio

A day in the life / interactive sample

Choose a sample business and follow its work through Activity, connected records, and Processes.

Fictional business · Sample data · Messages and payments are simulated
AccountWorkspaceDocumentation
Northline AutoAuto repair
Exit demoRequest beta →
Answer a customer

Choose and send a sample reply in the Service advisor view.

Northline Auto / Activity

Activity

Fictional sample
ACTIVITY / WORKSPACE VIEWS

Service advisor

Triage the request, confirm the customer and vehicle, then release a complete job to the shop.

INCOMING · 8:06 AM · TEXT

Jordan Ellis

“My Civic makes a scraping sound when I brake. Could you take a look today?”

NEEDS INTAKE
VEHICLE2018 Honda Civic
REQUESTED BYToday · 4:00 PM
CONCERNBrake noise
Suggested text replyHi Jordan — we have an opening at 9:30. Would you like us to reserve it for your Civic?
SERVICE DESK CHECKLIST

Ready for the shop?

0/4 ready
1
Reply to JordanSend the response above
Waiting
2
Open the Work OrderCarry the concern into JOB 1042
3
Check customer historyJordan Ellis · returning customer · prefers text
4
Confirm the vehicle2018 Honda Civic · verify the brake-noise concern
HANDOFFBuild a complete intake before dispatch
Illustrative Zelio workspace · Fictional people and records · No real messages or payments · About Zelio · Request beta