ConnectedWorkshop helps workshops stay ahead of vehicle issues by providing real-time diagnostics and lead tracking directly from CC-Link devices. This means you can act before customers even realise there’s a problem. Leads are visible both in the general Leads & Error Codes overview and directly on the vehicle details page.
Working with leads proactively helps you build trust and loyalty, reduce repair time, and prevent expensive breakdowns for your customers. This article explains how each type of lead works and how to follow up effectively.
In ConnectedWorkshop, leads include Warning Lamps, Low Battery alerts, Service Reminders, and Disconnected Units.
How to Access Your Leads
There are two ways to view your active leads:
From the Dashboard: Click the Leads tile for a high-level summary. This is the best way to start your day.
From the Side Menu: Click the Warning Icon. This allows you to switch quickly between different lead types and technical error codes.
Managing Different Lead Types
1. Warning Lamps (Urgent)
These are triggered by the vehicle’s onboard diagnostics.
Action: Click the lead to open Vehicle Details > Leads and errors.
Goal: Determine if the fault requires an immediate "Red" stop-page or can be booked as a "Yellow" inspection.
2. Low 12V Battery (Preventative)
This lead triggers when battery voltage drops to a level where the vehicle may soon fail to start.
The Battery Graph: In the vehicle list, click the Voltage value to open a 7-day history graph.
How to read it: Hover over the line to see exact timestamps. If you see a steady decline while the car is parked, the battery likely needs replacing.
Goal: Contact the customer to prevent a non-start event.
3. Service Reminders (Maintenance)
These show vehicles approaching their inspection or oil change intervals.
Goal: Book the vehicle in early to manage workshop capacity and ensure the customer remains compliant with warranty terms.
4. Disconnected Units (Technical)
This triggers if a CC-Link device is unplugged or loses power.
Action: Check if the vehicle is still sending OEM data. If the device has been unplugged, contact the fleet manager to ensure it is reinstalled.
Filtering Your Worklist
The leads list can be long. Use the filters at the top of the table to stay organised:
Status: Set to Open to see only the tasks that still need follow-up.
Category: Filter by a specific type (e.g. only show "Warning Lamps").
Search: Type in a registration number or VIN to find a specific case.
Communication Reminders
Fleet Vehicles: Use the Conversations tab to chat directly with the fleet manager.
Private Vehicles: Use the phone number or email on your local file. Always record your action as an Internal Note in the Conversations area so your colleagues know the customer has been contacted.
Key Takeaways
Context First: Always check the Connectivity Status before calling; if a vehicle is offline, the lead data might be old.
Bundle Work: If a vehicle has a warning lamp and a service reminder due in 30 days, suggest doing both in one visit.
Clear the List: Close leads once a booking is confirmed to keep the Dashboard accurate.