A concept built for Bella Vista RV by Cilantric · not your live system · sample data, yours to keep
Sales & Service Desk · Oro-MedonteBV

One screen · lot + service bays + the leads you already earned

Every walk-in you didn't close, every new arrival that fits them, and the spring service bay before it fills.

A dealer's hardest revenue isn't new traffic — it's the shopper who test-walked a travel trailer in March and never came back, and the trade that just hit the lot that's a dead ringer for what they wanted. This is what it looks like when last season's un-closed leads, this week's fresh inventory, and the de-winterize service crunch all sit on one board that tells the desk who to call today. Sample data below — none of it's real.

142
Un-closed leads, last 12 mo
17
New arrivals matched to a past shopper
31
Service bays open, next 30 days
9
Hot leads going cold — call today

Inventory → lead match board

new arrivals vs. shoppers who walked
Unit just on the lotTypeMatched shopperLast contactFitStatus
Coachmen Freedom Express 246STK BV-4417 · trade-in Travel trailer D. M. (Wasaga)wanted <25ft, half-ton towable 118 days ago
94
Call today
Keystone Passport 2210STK BV-4390 · new Travel trailer The Rourkes (Collingwood)couple, first RV, budget ~$32k War­ranty follow-up missed
88
Call today
Dutchmen Aspen Trail 17STK BV-4402 · used Ultra-lite J. Contois (Barrie)trading up from tent trailer 41 days ago
81
Warm — this week
Forest River Rockwood Mini LiteSTK BV-4371 · new Ultra-lite A. Beaudry (Midland)asked about off-grid package 37 days ago
77
Warm — this week
Coachmen Catalina 261STK BV-4358 · new Travel trailer The Vellas (Orillia)wanted bunkhouse, 2 kids 22 days ago
72
Queued
ALiner ClassicSTK BV-4344 · new Folding / A-frame R. Lariviere (Muskoka)small tow vehicle, storage-tight 15 days ago
69
Queued

Reactivation

auto-generated
9 hot leads about to go cold
Shoppers who test-walked a unit and haven't heard from the desk in 90+ days. Each got a matching arrival this week — one text away.
Spring de-winterize wave building
Service inbox up vs. last month. Bays fill by late April — batch-book now or turn work away.
!
Warranty follow-up slipped
2 recent buyers past their 30-day check-in. Cheapest referral you'll ever earn is a happy new owner.
Financing pre-approvals live
4 online applications routed to a rep with the matching unit already attached.

Service bay load

next 30 days
De-winterize / seasonal82% booked
Warranty & recall work54% booked
Walk-in / emergency slackNearly full

Every booked shopper is also a sales touchpoint. The board flags when a service customer is out of warranty and into upgrade range — the trade-in conversation writes itself.

Why this exists: your traffic already happened — Barrie, Collingwood, Wasaga, Muskoka shoppers walked the Oro-Medonte lot and half of them left without buying. This layer sits on top of your CRM and DMS (it doesn't replace them), and turns last season's un-closed leads, this week's fresh trades, and the de-winterize crunch into one call list that says who to phone today and why. Sample data shown — a real build wires to your actual inventory feed and lead history.