Preferences

Settings

Preferences

Set branch defaults for date ranges, Gross Profit targets, notification rules, and workflow labels.

Roadmap-ready module
Alerts 9 Demo data for dealership workflow planning
Automations 5 Demo data for dealership workflow planning
Targets Active 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.