How can we help?
Practical guides for the work in front of you. Find a task, follow the steps and check the result.
Start with a task
- Start your day from Dashboard
Find today’s work, review the dealership overview and follow notifications to the right record.
- Appraise a vehicle
Enter a vehicle, review comparable listings, test an asking price and offer, then keep a print copy of the reviewed appraisal.
- Create a retail Deal
Build a retail deal, check the settlement and save a bill of sale ready for document review.
- Create a wholesale Deal
Sell an inventory vehicle to a dealer, record the buyer and settlement, then review the saved wholesale document.
- Restore an unsaved draft
Bring back unsaved Bill of Sale entries for the same vehicle in the same browser.
- Review financing estimates
Set a proposed payment schedule, then distinguish an estimate from the lender’s figures.
Browse by topic
- Home & notifications
Find today’s work, navigate the app and follow notifications to the right record.
- Deals
Prepare the purchaser, build the terms and finish the document.
- Inventory
Find and manage vehicles, review incoming feed information, and verify inventory records and their lifecycle.
- Customers, vendors & companies
Find and maintain people and businesses, review related work and keep notes, files and payment records accurate.
- Leads & shared inbox
Manage leads, reply by SMS or email, share vehicles and track the next action.
- Tasks & appointments
Assign work, book visits, manage reminders and close out the day.
- Costs & reconditioning
Review the costs recorded against a vehicle.
- Market research
Appraise a vehicle and review the market evidence.
- Reports & garage register
Find a report, set a period and export the details.
- Settings & staff access
Configure your dealership, email and defaults; manage staff permissions, subscription billing and Wallet.