Requirements checklist
What to ask for when choosing software for rV dealers.
A checklist built from how rV 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.
- Unit inventory by serial number
- Deal sheets and deposits
- Trade-in appraisal sheet
- Pre-delivery inspection
- Repair orders and warranty claims
- Parts counter and accessories
- Storage bays and seasonal bookings
Roles that need their own access
Who logs in, and what each person may see or change.
- For dealer principals
- For sales staff
- For service advisors
- For technicians
- For parts and warranty clerks
Reports to ask for
Ask to see each one with your own sample data.
- Units on the lot by type and days in stock
- Deals open, won and lost by salesperson
- Trade-ins appraised against resale value
- Warranty claims submitted, paid and rejected
- Repair orders open by technician and bay
- Parts issued against each repair order
- Storage bays booked by week
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Payment gateway
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it built around the unit or the customer?
- Can it prepare warranty claim packs?
- Does it handle trade-ins and consignment units?
- Can we book winter storage?
- Can the parts counter see what technicians have used?
- Does it connect to floorplan finance?
- Can open deals and repair orders be moved across?
- Who owns the dealership’s records?
- How is pricing decided?
- Can customers track their own repair order?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- A unit’s history is split across desks
- Warranty claims wait on missing evidence
- Trade-ins are valued from memory
- Delivery damage is found too late
- Seasonal storage bookings clash
Prefer to talk it through? See the rV dealers page.