Focused work for each person, with the vehicle context they need to act. Roles and responsibilities can match the way your store actually runs.
Start with approvals waiting on you, late ETAs, and vehicles needing a decision. Review estimates, prioritize work, and complete eligible items with an attributed completion date.
Approve · prioritize · coordinateExplore approvalsStart appraisals, review purchase documents, and manage assigned buying or wholesale responsibilities. Paperwork upload access can be granted separately from purchasing or selling authority.
Appraise · document · acquireExplore acquisitionKeep inspections, repairs, and outside-dealer work tied to the shared RO. Route estimates for approval, flag movement holds, and release vehicles for eligible work with a clear return deadline.
Inspect · coordinate · releaseExplore service coordinationWork from vehicle-linked parts requests. Record prices, ETAs, backorders, and partial receipts so service can see what has arrived and what is still outstanding.
Quote · track · receiveExplore parts trackingSee work across your assigned responsibilities. Follow guided photo prompts, record condition findings, sign off assessments, and search your completed work.
Assess · complete · hand offExplore specialist workWork from requested moves, key checks, inspection drives, and outside-dealer trips. Record the parking area, floor, or space so the next person can find the vehicle.
Keys · movement · locationExplore vehicle movementSee vehicle stages and holds, request an approved handoff, and follow your active checkouts and sold vehicles. Record the return location and coordinate promised work.
Find · request · follow upExplore sales handoffsReview assignments for your company, provide estimates and availability, and coordinate visits or offsite work around vehicle location and customer return windows.
Quote · schedule · finishExplore vendor coordinationUse Store overview to review delays, approvals, time to front line, and costs. Administrators can assign this access to GMs, owners, principals, directors, or other designated internal leaders.
Oversee · investigate · improveExplore store oversightCombine internal roles, specialist responsibilities, and additional access on one account. A person’s queue brings their relevant work together; outside vendors remain scoped to their company’s assignments.