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CPLG Request Records

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CPLGRequest Records

CPLG Request Records

Version 1 does one thing: get repair orders from the dealership, by phone.

How it works
  1. The card shows recorded contact, vehicle, dealer and authorization fields. A green card does not verify the original authorization or clear a request. Day 3 preparation requires the full 17-character VIN. Save verified missing details on the card, then run preparation again.
  2. After checking current originals, authorization and any holds, an authorized staff member contacts the dealer for the needed repair history. Click Requested today only after actually making the request and Received today only when repair orders are in hand.
  3. Those two dates produce the number we cannot get any other way: how long each dealer makes us wait — and which requests have gone quiet long enough to chase.

This tool handles dealer repair orders, not DMV or lender requests. Save verified fields to the HubSpot deal using the card's save button. Inspect the actual signed authorization; a retainer date or a recorded authorization date alone is not proof of permission.

Start here: dealer-record assistance

Five steps - show or hide instructions
  1. Choose Day 3 preparation below. These are dated candidates, not confirmed missing records. Cases without a signing date remain in All open; use search to find a specific client.
  2. Click Prepare records assistance on a candidate. This reads current evidence. It does not contact anyone or mark records requested.
  3. Review received originals: open the evidence packet before asking again. Investigate sources: resolve the unavailable source with Isbel. Prepare prerequisites: save the listed verified details and run preparation again.
  4. Prepared for staff review: verify the original authorization and current holds before any dealer contact. Not due or already received/requested: check the existing status; do not duplicate a request.
  5. Record Requested today after the actual request, a follow-up only after actual follow-up, and Received today after actual receipt. Receipt is not supervisor acceptance or completion toward the 300-client goal.

Repair order worklist

Every open Doc Collection case, most urgent first. Click a button to stamp today's date; fix the date on the HubSpot record itself if you need a different one.

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Dealer turnaround

Average days from the call to the repair orders landing. This is the number the SOP exists to produce.

Who owns what

Who has what, and what has never been chased.