Views by Role in an Auto Dealership
A dealership has five working groups, and each opens the part of the deal it acts on. Principals, sales executives, the loan desk, accounts and service advisers all read the same record.
One deal, five working views
A sale passes through many hands between the first enquiry and delivery, with the executive holding the quote, the loan desk holding the papers and accounts holding the invoice. Here they all work on one record for the deal. Nothing is re-keyed. Stock reads the same on the showroom screen as it does on the website.
What each role sees
How a deal moves between them
Enquiries from walk-ins, calls, the website, ads and portals land in one list, and each is assigned to an executive. The executive sends the quote and notes the test drive. A receipt is issued at booking, and the vehicle shows as booked in stock. The loan desk records the down payment, approval and EMI schedule, and uploads the contract and insurance copy to the same deal. Accounts then raises the invoice.
What the client decides
- Which roles see commission and payment details
- How sales teams and branches are grouped
- Which deal stages each executive can move
- Who handles service bookings at a branch
Frequently asked questions
Can an executive see another executive’s commission?
No, unless the dealership decides so. Commission reports and payment details are visible only to the right people, based on roles set up with the team.
Do service advisers work in the same system?
Yes. They handle service bookings, job cards and service-due lists. Which customer records they can open is set by role.
Can a branch manager see only their own branch?
Yes. Access follows the role and the team. How branches are grouped is agreed with the dealership during implementation.
Which devices do the roles use?
Executives can work from a phone on the forecourt. The system opens in a browser, so the loan desk and accounts use it at their own desks.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements