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Navigating the Platform

Overview

The sidebar menu is your primary tool for navigating ConnectedWorkshop. Whether you are checking for urgent vehicle faults, replying to a fleet manager, or looking up a number plate, the menu ensures the right information is only a click away.
 



Dashboard: Your Daily Starting Point

The Dashboard is where you should begin every shift. It provides a "helicopter view" of your workshop's workload.

  • Use it to: Spot unassigned tasks, track overdue service reminders, and prioritise your most urgent follow-ups.



Vehicles: Searching and Filtering

The Vehicles tab contains the complete database of cars linked to your workshop:

  • Use it to: Search for a specific VIN or number plate and open Vehicle Details to check connectivity and current "live" status.

  • Pro Tip: Use the Filters to toggle between Private and Fleet views so you only see the vehicles relevant to your current task.



Conversations: Fleet and Internal Communication

This is your communication hub. Remember that its function changes depending on the customer type:

  • For Fleets: Use this for direct two-way chat with fleet managers to agree on quotes and repair timing.

  • For Private Customers: Use this area only for internal notes to your colleagues (e.g. "Called customer, left voicemail").

  • Action: Check for Notification Badges (small numbered dots) on this icon, which indicate unread messages or new notes.



Leads: Proactive Service Management

The Leads section is where you manage incoming signals from vehicles:

  • Use it to: View urgent Warning Lamps, Low Battery alerts, and Service Reminders.

  • Action: Once you have contacted a customer and agreed a booking, ensure you Close the lead to keep your list tidy.



Managing Multiple Sites & Settings

  • My Workshops: If you support more than one VW site, use this to switch your view. This will instantly update the Dashboard and Lead lists to show data for the selected location:

  • Settings: Access this to update your workshop's opening hours or contact details. (Note: Some features require Manager access):

  • News and Updates: Click here to read about the latest platform changes or new VW-specific features:



Key Takeaways

  • Dashboard = Daily Overview.

  • Leads = Actionable vehicle faults and service needs.

  • Conversations = Chat (Fleet) or Internal Notes (Private).

  • Vehicles = Research and technical status.

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