Potential project categories
Four kinds of automotive work. Four different tests.
A service request, a lead response, an appraisal, and a support fix each leave a different trail. Explore the task each trail could support, then define the source and rights for a project.
Linked by vehicle, quote, trade, payoff, and deal references.
- Online startSELECTED
Shopper selects a vehicle, enters an estimated trade value, and asks for a payment.
- EstimatePROVISIONAL
Tool shows an early payment estimate while payoff and credit terms remain unverified.
- Payoff checkVERIFIED
Desk verifies the balance owed on the trade before using it in a quote.
- Trade appraisalREVIEWED
Appraiser checks condition and replaces the shopper-entered trade number with a reviewed value.
- Terms reviewQUOTED
Desk checks financing terms, taxes, and fees before marking the payment quote final.
- PurchaseACCEPTED
Shopper accepts the verified terms; the signed purchase and delivery outcome are recorded.
The check and decision
The desk knows when an estimate can become a quote.
A payment widget cannot know the trade payoff, vehicle condition, financing terms, or whether the customer accepted the final number.
Service: requested, confirmed, arrived
An appointment can be booked without the customer arriving, and an arrival does not mean the repair is complete. A proposed project could connect the request, scheduling constraint, handoff, and outcome so an AI system can be tested on each stage.
The relevant trail could include policies, scheduling events, and permitted repair-order milestones.
Sales: response to next step
A project could follow a lead from first contact to a documented next step, showing what the team knew at each response and whether an appointment was requested or confirmed.
Used vehicles: why the price moved
An appraisal changes after inspection or reconditioning. A project could examine what the team knew at each decision, what changed, and which outcome was actually observed.
Vendor support: from issue to fix
A support example could show the symptom, the checks, the attempted fix, and the confirmation. A project might also ask participating experts to demonstrate tasks or review AI behavior.