Invoices / Documents

Sales

Invoices / Documents

Track OTPs, invoices, Delivery Packs, signed documents, and buyer document gaps before admin confusion slows delivery.

Roadmap-ready module
Docs outstanding 8 Demo data for dealership workflow planning
Delivery Packs 5 Demo data for dealership workflow planning
Ready to invoice 3 Demo data for dealership workflow planning

Workflow

Next best actions

Enterprise Readiness

Built for the next integration phase

Role-aware access Designed so managers, Sales Executives, workshop, F&I, and admin can see the right queue.
Audit trail ready Actions are shaped for future activity logging, approvals, and compliance reporting.
Channel hooks Prepared for AutoTrader, Cars.co.za, Meta leads, finance apps, and document workflows.
Mobile workflow Fast enough for sales floor, F&I desk, and workshop status checks from a phone.