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Worksheet

Dealer software scorecard

Four columns on one printed page: requirement, vendor A, vendor B and notes, with space at the top for the date, the demo room and the people watching. Rows cover the unit record, trade-in handling, quote builder, parts counter, work orders, warranty claims, floor plan tracking, reports and data export. Rate each row zero through five. Jot what you saw.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Heavy Equipment Dealer Software: What to Look For”, www.gullysystem.com/blog/heavy-equipment-dealer-software-what-to-look-for