Flags requests that need ownership before the customer waits.
Walk in better prepared—not carrying the whole conversation in your head.
Start a couple of days before service, or while you are still trying to establish a request. Project Lazon guides the customer through the details a service advisor would normally have to gather at arrival.
“Can I text or email you a link to help us better prepare for your visit?”
The link guides the customer through the vehicle, request, timing, transportation, relevant history, and anything they want the shop to know. It should reduce arrival questions—not create another job for the shop.
Prepare for your scheduled visit
The customer stays in control. Project Lazon organizes the request; the shop still confirms availability, scope, timing, price, and authorization.
One screen of useful arrival context
The advisor can start the relationship with one private link.
Choose the exact location, advisor, and request context. The customer confirms who they are, adds their ride and details, reviews what will be shared, and returns the intake to that exact service relationship.
- Expires and can be revoked
- No private details readable in the URL
- Customer consent before sharing
- No internal shop notes exposed
Shared location queue, clear advisor responsibility
Recent activity · simple audit trail
- 9:14 AM · Record openedJordan · shop workspace · Honda CR-V request
- 9:08 AM · Customer intake returnedSystem · customer-reviewed version 1
- 8:43 AM · Assignment changedService manager · Casey → Jordan · workload coverage
The timeline records who acted, when, at which location, and on which version. It does not duplicate private message content or appear in the customer view.
Service manager view · automatically available KPIs
Starts when intake returns and stops when an advisor meaningfully reviews it.
Shows repeated questions that better intake or wording may prevent.
Separates completed preparation from partial or abandoned intake.
Segments routine and complicated cases before comparing advisor load.
Measures whether the customer confirms they understand what happens next.
Routine oil change and tire rotation
No warning lights or new symptoms reported. Customer is preparing ahead of a Tuesday visit.
Tuesday · 8:00 AM
Customer asks for an expected wait time and the process if additional concerns are found.
No new condition reported
This is a routine-service request. No diagnosis is claimed.
No documents needed
The customer has not attached records or photos for this routine visit.
Availability, timing, scope and price
Project Lazon does not pretend these are known before the shop responds.
No repair authorization created
The customer is establishing or preparing a request. The shop's normal authorization process still applies.
Can the shop reach one useful result without duplicate work?
Pass: useful context is understood and acted on within five minutes, with no required second inbox or discovery worksheet.
What this example is designed to prove
Less arrival burden
The customer supplies useful context before standing at the counter, while the details are still easy to recall.
Better advisor time
The advisor starts with a structured request, visible unknowns, and customer preferences—not a long discovery interview.
No extra shop homework
The shop sends one link by its normal text or email path, then judges the result during a normal interaction: use, edit, reject, or stop.