Welcome to your vehicle management hub! Here’s how to make the most of the system: Start by browsing the vehicle inventory, where you can filter by step, status, or keyword to quickly find what you’re looking for. Each vehicle shows where it is in the process, who’s working on it, and how long it’s been there. Click into a vehicle to view full details and manage its progress. You can assign technicians, update step statuses, and post comments to keep your team in sync—comments are saved by step and easily accessible with hover popups or modals for quick edits. If a step is delayed, just click the “Delayed” button, add a comment, and it’s automatically flagged. Your filter settings and search preferences are saved automatically, so your workflow stays consistent every time you log in. Whether you're tracking progress or communicating with your team, everything you need is right at your fingertips.
The Inventory Grid page is the primary screen you see after logging into the system. This page displays all vehicle records. By default, it lists only vehicles with open steps. You can use the filter boxes at the top of the screen or the search bar to narrow down the results. To view vehicles without any open steps, set the Inventory filter to "All". To view or edit a specific vehicle record, click the
button.
The list on this page automatically refreshes every 60 seconds. Use the Excel button to export the data. At the top of this and every other page, you’ll find Quick Filter links that reflect the active steps in your inventory. Clicking any of these links—no matter which page you're on—will take you directly to the Inventory Grid with the selected filter applied.
The Dealertrack Sync page allows you to retrieve the latest vehicle inventory directly from Dealertrack. This page is used to import new records into the system using the Dealertrack OpenTrack API. To begin, click the "Sync with Dealertrack" button—this will initiate a request to fetch current inventory data associated with your Dealertrack account.
Any new vehicles found will be automatically added to your inventory list with a status of "Pending". Vehicles that already exist in the system will be ignored to avoid duplication. A summary message will confirm how many new records were imported. Use this tool to keep your local inventory up to date with Dealertrack data, ensuring nothing gets missed during intake.
The Move Vehicles Grid is designed to simplify the process of relocating vehicles in a busy dealership environment. The system supports two methods for moving vehicles: Test Drive Swap and Move Vehicle. Both of these options are available as steps on the Vehicle page. To initiate a move, simply add the appropriate step to the vehicle record.
Once a move step is added, a text message will be sent to the designated Move/TDS coordinator for the day (coordinators can be set at the top of the page). After a runner is assigned, a follow-up text message is sent to the requester notifying them that the vehicle is en route. The Move Grid refreshes automatically every 60 seconds and displays vehicles in a color-coded list based on their current move status.
Transferring Vehicles
If you operate multiple dealerships, you can transfer vehicles between locations. On the Vehicle page, click the "Dealership Transfer" button, choose the target store, and click "Transfer Vehicle". The vehicle will be instantly moved into the inventory of the selected dealership.
The User Grid page provides a centralized view of all users in the system. From this page, you can view user details such as name, contact information, roles, and permissions. The list is sortable and can be filtered using the search box at the top of the page to quickly locate a specific user.
To view or edit a user’s profile, click the
button. Depending on your access level, you may also see options to add, modify, or remove users. Access to these controls is determined by your user privileges.
The User Grid helps administrators manage team access, assign roles such as Buyer, Sales, or Manager, and ensure users have the appropriate permissions for their responsibilities within the system.
The User Details page is where you can view and manage the information for a specific user in your system. This page displays key details such as name, contact information, privileges, roles (Buyer, Sales, Manager, etc.), and system access settings.
Depending on your access level, you can update a user’s information, reset their password, assign privileges, or control feature access like Dealertrack syncing or approval rights. For Dealer Admins, access is limited to users within their own enterprise. Normal users may have read-only access to this page.
To save changes, use the "Save" button at the bottom of the form. If you need to remove a user, click "Delete"—this option is only available if you have the necessary permissions.
The Enterprise Grid page displays a list of all enterprises (dealerships or business entities) set up within the system. This page allows administrators to view and manage basic enterprise-level details such as name, location, contact information, and system access settings.
To view or edit an enterprise record, click the
button. From there, authorized users can update enterprise data, manage branding elements, and control specific configuration options that affect users and inventory under that enterprise.
This grid is especially useful for Dealer Admins and Super Users who manage multiple dealerships or store locations and need a centralized place to maintain enterprise information.
The Enterprise Details page allows you to view and manage the core information for a specific dealership or enterprise. This includes basic details like the name, address, and contact information, along with system-level settings that apply to the entire store.
One of the key features of this page is the ability to manage the dealership’s step process. You can define the default workflow steps that will be assigned to vehicles as they enter the system. This ensures consistency and control over how vehicles are processed across departments.
Users with the appropriate privileges can update enterprise details and configure step settings directly on this page. Dealer Admins can only access and manage their own enterprise.
