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Auto dealer / auto repair

CRM for auto dealers and repair shops, from fresh up to the signed paperwork

Vehicles on the lot, repair orders in the bay, trade-ins, test drives and service appointments each get a list. Every shopper is a deal on one board.

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The Auto dealer / auto repair deals board · example data
  1. 01Fresh up
  2. 02Appointment set
  3. 03Test drive
  4. 04Desking
  5. 05Finance & paperwork
  6. 06Sold
  7. 07Lost

A week on the lot and in the bay

  • Shoppers walk in and are gone by Monday.

    Every fresh up becomes a deal with the vehicle they came for, the deal type (retail, lease, cash or wholesale), the way they plan to pay and any down payment. On the client you can mark whether they are pre-approved. Whoever picks up the follow-up knows what the person wanted.

  • The trade-in can make or break the deal.

    A trade-in keeps the VIN, mileage and condition, the appraised value, the payoff and who holds the lien, and whether the title is in hand. Photos sit on the same record. The vehicles on your lot have their own list, with stock number, status (in stock, in recon, on hold, sold, wholesale) and asking price.

  • The bay runs on promises.

    A repair order records the customer's concern, the diagnosis, the advisor and the technician, the date you promised, and where it stands: waiting, diagnosing, waiting on parts, in progress, ready for pickup. Service appointments note whether the customer is waiting or needs a loaner or a ride, and whether it is confirmed.

  • Paperwork is where a sale stalls.

    Put a task on the deal for the missing title or the proof of insurance. Or set an automation so that moving a deal into Finance & paperwork adds that task by itself.

Your lists, and what each is for

Auto dealer / auto repair adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Vehicles

    Use it for every car you hold: one record per unit, from the day it arrives to the day it sells.

    • Stock number
    • VIN
    • Mileage
    • Condition
    • Status
    • Asking price

  • Repair orders

    Use it when a car goes in the bay, so the concern, the diagnosis and the promised time are on one record.

    • Customer concern
    • Diagnosis
    • Technician
    • Status
    • Promised by
    • Photos

  • Service appointments

    Use it to book the service lane: what they are coming in for and how they are getting home.

    • Appointment date
    • Service
    • Vehicle
    • Drop-off
    • Confirmed

  • Trade-ins

    Use it when you appraise a customer's car, before the number goes into the deal.

    • Condition
    • Appraised value
    • Payoff amount
    • Lienholder
    • Title in hand
    • Photos

  • Test drives

    Use it to keep a short record of every drive: who took it, who rode along and how it went.

    • Vehicle
    • Date
    • Salesperson
    • License copied
    • Outcome
See every field5 lists, 56 fields

Fields on each list

Vehicles

  • Stock number · Text
  • VIN · Text
  • Year · Number
  • Make · Text
  • Model · Text
  • Trim · Text
  • Mileage · Number
  • Exterior color · Text
  • Condition · DropdownNew, Used, Certified pre-owned
  • Status · DropdownIn stock, In recon, On hold, Sold, Wholesale
  • Asking price · Money
  • Photos · Files & photos

Repair orders

  • RO number · Text
  • VIN · Text
  • Mileage in · Number
  • Customer concern · Paragraph
  • Diagnosis · Paragraph
  • Service advisor · Text
  • Technician · Text
  • Status · DropdownWaiting, Diagnosing, Waiting on parts, In progress, Ready for pickup, Picked up
  • Promised by · Date
  • Labor · Money
  • Parts · Money
  • Photos · Files & photos

Service appointments

  • Appointment date · Date
  • Time · Text
  • Service · DropdownOil change, Brakes, Tires, Diagnostics, State inspection, Recall work, Other
  • Vehicle · Text
  • Drop-off · DropdownWaiting, Dropping off, Needs a loaner, Needs a ride
  • Confirmed · Yes / No
  • Notes · Paragraph

Trade-ins

  • VIN · Text
  • Year · Number
  • Make · Text
  • Model · Text
  • Mileage · Number
  • Condition · DropdownExcellent, Good, Fair, Rough
  • Appraised value · Money
  • Payoff amount · Money
  • Lienholder · Text
  • Title in hand · Yes / No
  • Appraised on · Date
  • Photos · Files & photos

Test drives

  • Vehicle · Text
  • Date · Date
  • Salesperson · Text
  • License copied · Yes / No
  • Outcome · DropdownBought, Thinking it over, Not interested, No show
  • Notes · Paragraph

Extra fields on what you already have

On Clients

  • Current vehicle · Text
  • Preferred contact · DropdownCall, Text, Email
  • Pre-approved · Yes / No

On Deals

  • Vehicle of interest · Text
  • Deal type · DropdownRetail, Lease, Cash, Wholesale
  • Financing · DropdownDealer financing, Outside lender, Cash
  • Down payment · Money

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Auto dealer / auto repair

    One step adds 5 lists, 56 fields and 7 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    10 vehicles, 9 repair orders, 9 service appointments, 7 trade-ins and 7 test drives. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the next person who asks about a car, then put a deal on them in Fresh up.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

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