Lokam reads closed repair orders from your , usually through a data integration provider. Running Dealertrack? Tell us and we'll confirm the route for your store. Once an closes, your store's first call to the customer, made using Lokam's AI assistant, goes out the next day. This page is about the Dealertrack DMS, not Dealertrack's and credit-application tools.
Which Dealertrack records start follow-up?
The trigger is the closing, not the RO opening: the first call goes out the day after the repair order closes. That matters in a real drive, because ROs don't always close when the car leaves:
- Waiting on parts or a sublet: the customer may be gone for days while the RO stays open. If your office closes it late, raise that at setup.
- Warranty ROs held for claim paperwork: if your warranty admin holds these open, raise it at setup.
- Batch closing at end of day: if your cashier closes the day's ROs in one batch, say so at setup.
Raise late closing at setup, because it changes when customers hear from the store and the fix sits with your office.
Does unsold showroom traffic come from Dealertrack?
It depends on where your sales team logs it. Showroom follow-up works from visitors your team marks unsold in your . Some Dealertrack stores log showroom visits in a separate CRM, such as VinSolutions, and use Dealertrack for deals and service. Lokam reads unsold-visit records from VinSolutions, and the VinSolutions page describes that side.
What the service follow-up uses from Dealertrack
The data usually travels through a data integration provider.
| Record | What it's for |
|---|---|
| Closed | Starts post-service follow-up the next day |
| Visit details on the RO, including the advisor | Lets the call refer to the right visit and advisor |
After the call
- A customer who tells Lokam's AI assistant on the call to stop goes on your store's do-not-call list in Lokam and isn't called again for your store.
- Unhappy customers reach the people your store chose: they get the customer, a short summary and the main issue. If an issue stays open, they get a reminder.
- Your dashboard shows calls and open issues, and each issue has an owner, notes and a status.
Setup: who does what
| Step | Task | Owner |
|---|---|---|
| Step 1 | Say how and when get closed (live, batch, end of day) | Service manager or office manager |
| Step 2 | Approve data access | Store |
| Step 3 | Set up the data connection and the calling numbers | Lokam |
| Step 4 | Choose escalation contacts per department | director |
Data and consent
Consent to contact your customers is your dealership's. Lokam doesn't collect or decide it. Call within your store's calling hours, and check your store's do-not-call list before the calls start. If a customer asks not to be contacted, add them to your store's do-not-call list for calls and texts. Which customers your store may call, and how, is a question for your store's own counsel.
Where Lokam fits
Free your team from the follow-up list: they call back the customers who need it. Lokam is post-visit follow-up for US dealerships. When a customer on the call wants to talk to someone, the AI assistant passes the request to your team, who call back. A monthly summary of top issues and positive mentions goes to the managers you choose.
See how CDK Global stores connect, and the dated facts on Lokam's facts page.
Dealertrack integration questions
Is there a Dealertrack integration today?
Lokam reads closed repair orders from your , usually through a data integration provider. Tell us your DMS and we'll confirm.
What does my IT team have to do?
Approve data access. Lokam's team sets up the data connection and the calling numbers. Often the key person at setup is the service manager, who knows how your get closed.
Can each department's escalations go to its own manager?
Your store chooses who receives escalations. A quick-lane oil change customer and a collision customer usually need different conversations, so some stores put each department's manager on the list.
We run Dealertrack differently from other stores. Does that matter?
Yes, if your closing routine is unusual. Follow-up starts the day after the repair order closes, so ROs held open hold back the call. Raise your closing habits at setup.
Before you go
What you can do with this
- Know how your store's closing habits set the timing of follow-up.
- Fix late closing in the office before go-live.
- Send each department's unhappy customers to the right manager.
Where Lokam helps
- Next-day feedback that shows you exactly what to fix for customer satisfaction.
- Free your team from the follow-up list: they call back the customers who need it.
- Every open issue has an owner, and a reminder when it sits.