From sign-up to first sale — here's how it works.
Peak RO drops into your existing workflow. No long migrations, no hiring grind — just a trained advisor working your DVIs and estimates within days.
Apply & Onboard
Fill out our intake form. We learn your shop, your DMS, your goals.
DMS Integration
We connect directly to Tekmetric or Mitchell 1. No migration, no delays.
Advisor Assignment
Your dedicated advisor (or shared pool on Start plan) is briefed and ready.
First RO
Typically within 48 hours, your advisor is presenting estimates and following up with customers.
Weekly Reporting
You receive a KPI scorecard every week. We review it together and adjust.
What does a typical day look like?
Your advisor's day is structured around your customers' decision moments — so every estimate gets a real conversation, not a voicemail.
Morning
DVI follow-ups from the prior afternoon and overnight — advisors walk customers through findings and capture approvals.
Afternoon
Declined service recall campaigns and outbound calls to win back the work customers said 'not today' to last quarter.
End of Day
Estimate follow-ups, appointment confirmations for tomorrow, and a recap handoff for your service writers.
Ready to see it in action?
Apply now or get in touch — most shops are live within a week.