Requirements checklist
What to ask for when choosing software for farm equipment dealers.
A checklist built from how farm equipment dealers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Machine stock by serial number
- Quotes with implements and attachments
- Trade-ins and used equipment
- Demo machines and farm loans
- Parts counter and seasonal stock
- Workshop and field service calls
- Warranty and financing records
Roles that need their own access
Who logs in, and what each person may see or change.
- For the dealer principal
- For salespeople
- For parts counter staff
- For workshop managers and field technicians
- For accounts staff
Reports to ask for
Ask to see each one with your own sample data.
- Machines in stock by model, hours and age
- Demo machines on loan and days out
- Trade-ins valued against price achieved
- Parts sold per week against earlier seasons
- Field calls by fault type and response
- Warranty claims raised and paid
- Hire days and invoices by machine
Systems it may need to connect to
Note which ones you already run.
- Manufacturer ordering and warranty portals
- Lender and finance partner exports
- Accounting software export
- Telematics data from machines
- SMS or messaging
Questions for any vendor
Put these to every supplier you are comparing.
- Can one quote include a tractor and its implements?
- How does it help ahead of planting and harvest?
- Will our service technicians use it out on the farm?
- How are demo machines tracked?
- Can it value a trade-in?
- Does it keep finance details for each sale?
- Can it record telematics hours from machines?
- Can we hire out equipment too?
- How does our existing stock and service data get in?
- How is a dealership priced?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Implements are not tied to the tractor
- Trade-in values are guesses
- Parts run out at the wrong week
- Field calls are dispatched by phone
- Warranty claims miss the hours
Prefer to talk it through? See the farm equipment dealers page.