Task Boards - Track vehicle prep, PDIs, finance applications
Keep your dealership running like clockwork. Track vehicle prep, PDIs, finance applications, customer follow-ups and delivery handovers — all from one place. Tasks are created automatically when new stock or enquiries land in your DMS.
- Vehicle prep checklists — valeting, bodywork, MOT, photography
- Track finance applications from submission to payout
- Auto-create tasks when vehicles are added to stock
- Works on mobile — update progress from the forecourt
Get started by selecting the new ‘Tasks’ menu option