The day-to-day operational tools that sit alongside the core job workflow — the staff Tasks manager (including AI follow-ups) and the courtesy / loan-car pool, from reservation through return to the loaner reports.
What the staff Tasks manager is, where to find it, and the different places a task can come from — including AI follow-ups generated from calls, voicemails, and recommendations.
Filtering the task list, creating tasks, and the three per-row actions — complete, snooze, and dismiss — plus how due dates, priorities, and assignees work.
The courtesy / loan-car pool — adding loaners, the pool availability view, what each status means, and the workshop-wide loan defaults that pre-fill every new loan.
Booking a loaner against a customer (and optionally a job), the availability check, the loan agreement, checking the car out, recording its return, and pushing any charges.
The three loaner reports — overdue returns, rental revenue, and utilisation — what each tells you, the date ranges, and the CSV export on every one.