Release notes

What shipped, and when. Newest first. Page 4 of 5.

Window stickers, hang tags & Buyers Guides

dealershipinventoryprint

Your lot paperwork now prints itself.

Window sticker — dealer branding, the vehicle in big type, the asking price (or your no-price label for call-for-price units), a spec grid, and your footer disclaimer. Hang tag — the mirror-hanger version: year, make, model, big price, stock and VIN tail. Buyers Guide — the verbatim FTC form (16 CFR 455), front and back, with the warranty selection from your settings already checked; limited-warranty stores get their labor/parts percentages, systems covered and duration filled in.

Check any rows on Dealership → Inventory and hit Print for stickers, tags or guides across the batch — or one click on a row prints that unit's window sticker. Settings → Inventory print controls how each template renders and holds your Print Packs: named document sets (Active inventory, Trade-in, Recon) that print together as one PDF.

Internal numbers stay internal: cost and pack never appear on any lot document — the print pipeline never even reads them.

Reports — saved views, filters, schedules

reportsleadsdealership

Your lists just learned to answer questions.

Reports (in the sidebar) puts a report shell over Leads, Deals and Inventory: add any filter with + Filter (status, price ranges, dates, sources, call-for-price…), sort by any column, and read the summary strip — record count, average age, and the sum and average of every money column in the filtered set.

Like what you built? Save as names the view, optionally shares it with the team, and can make it your default. Views open as a table or tiles, Export CSV downloads the whole filtered set, and Print does what it says. Check rows for bulk actions — hand 50 leads to a rep in one shot, or send a batch of units to the window-sticker printer.

Schedule email on any saved view delivers it as a CSV attachment daily or weekly at your chosen hour; the report shows a banner while a schedule is live, and Reports → Schedules lists every schedule with on/off and a "created by me" filter.

Opening a record from a report carries the report with it — "3 of 66" with Prev/Next on the contact and deal pages, so working a list top to bottom no longer means bouncing back and forth.

Sales goals and a points leaderboard

leadssettingsdashboard

Settings → Sales goals takes per-rep targets for the month — units, gross, appointments set, appointments shown — and a point value for each activity: call made, call connected, appointment set, appointment shown, credit app taken, unit sold.

Leads → Team gains a Goals & points section: every rep's month against their targets with progress bars, calls made (and connected), credit apps taken, units and gross — gross straight from the desk's own pricing snapshots, not a recomputation — and a points column when point values are defined.

The dashboard gets two new widgets, silent until points are configured: Sales points (the top five) and Top performer.

Points are informational only. Nothing is gated, paid, or punished on them — they exist to make Monday morning interesting.

Widget dashboards

dashboardreportsleadsdealership

Your dashboard is yours now.

Hit Edit on the home page and add widgets from a searchable, grouped catalog: Leads (sales funnel, lead sources, internet lead response time and contact rate, aging leads, appointments by user, steps to sale, workload), Deals (sales points, top performer, deal status by type, lender approval rates, sales last 13 months, gross by make and by purchase source), Inventory (gross by days in stock, fastest sellers) and Misc (needs attention — every nonzero counter in one card).

Each card is a live chart — bars, lines, donuts, stat tiles or small tables — in a color palette built for readability in light and dark and for color-blind viewers. Remove and reorder anytime; your layout is your own. Gross-profit widgets show store money and are owner/admin-only. Lost Reasons and Be-Back Reasons ship with an honest "not recorded" state until loss-reason capture lands.

Your advertised price now says what you mean by it

dealershipcompliancewebsite

Every vehicle page used to end with the same sentence, hardcoded:

Advertised price excludes tax, title, license, and dealer documentation fees.

Nobody configured that. It was a factual claim about your pricing, shipped as a constant, on every dealer's website.

Dealership → Advertised pricing now asks the question once, and your answer drives:

  • the disclosure on every vehicle page and in your site footer, in English and Spanish
  • an itemized fee block under the price
  • the payment estimator, which previously financed the sticker price alone and so quoted every payment low by your doc fee
  • what goes in the price column of each marketplace feed, with a per-channel override for the ones that require an all-in price

Until you answer, nothing new is published: the site makes no claim about dealer fees in either direction and points shoppers at you for an out-the-door number. Your marketplace prices do not move unless you say they should.

Put your credit application on any website

creditwebsiteintegrations

Dealers on another website vendor could capture leads with the embeddable lead form, but not credit applications. Now they can.

Settings → Integrations → Web lead capture → your endpoint has a new "Credit application for your website" card. Pick:

  • Form type — short (quick pre-qualification, no SSN) or full (continues straight into the secure, encrypted application)
  • Theme — light or dark, to match the host site
  • Lead source — stamped on the contact so ROI reporting attributes it

and copy either a standalone URL or an iframe snippet. A live preview shows exactly what visitors will see.

The iframe honours the endpoint's allowed-origins whitelist server-side: on an unlisted domain, visitors see a clear "this website isn't authorized" page instead of the form. Submissions create a credit application and a contact, land on the rep's plate as a follow-up task, and fire your new-lead notification routing like every other website lead.

Deferred down payments, with reminders that actually go out

dealershipdeals

For most independent lots, most of the down payment arrives after the car does. That promise lived on a sticky note.

A deal can now carry any number of scheduled deferred downs — amount, due date, a note. From there:

  • a reminder goes out a configurable number of days before it is due,
  • a past-due notice a configurable number of days after,
  • collecting one writes a real payment row, the same row the receipt prints from,
  • and the dashboard carries a pending deferred downs counter.

A promise is not a payment, and the two are kept in separate places on purpose: a scheduled $12,000 cash down sitting in the payments ledger would start an IRS Form 8300 clock on money nobody has been handed.

See where every unit is posted, and why it isn't

inventorysyndicationdashboard

"Is this car on CarGurus?" used to be answerable only by going to CarGurus.

Every unit's editor now has a Marketing panel:

  • One row per channel — your push marketplaces and the pull feed — with a plain-English status: Published, Pending publish, Not published — marked not to post, Not published — missing information, or Not published — error, with the last published time.
  • When information is missing, the exact list: no photos, no VIN, no price (with the option to post as call-for-price instead), marked sold.
  • Do not post — keep a consignment or wholesale unit off every marketplace with one switch. Enforced in the feeds themselves.
  • Call for price — hide the price on marketplaces while keeping it on file. Different from a missing price, and the panel tells you which is which.
  • The posting-run history — when each push ran and how it went.

The dashboard strip gains Posted online / Not posted, the same numbers DealerCenter's home widget shows — and each one's Marketing panel says why.

Special and holiday store hours

settingshoursai-agents

Regular business hours have been a single open/close pair that applied to every day of the year. On exactly the days customers most want the truth — holidays — the platform got it wrong.

Settings → Organization → Special & Holiday Hours now takes exceptions:

  • US federal holidays as one-click suggestions ("closed all day, every year"). Nothing is pre-filled — a row exists only when you choose it, because a wrong "closed" turns away a real customer.
  • Custom days — one-off dates, closed or with override hours (open late for a sale, short hours Christmas Eve).

Everywhere that answers "are you open?" now reads them:

  • The AI voice agent stops proposing appointment times on a day you're closed, and says why.
  • Booking rejects times on closed days and inside override hours.
  • The showroom footer shows a live status — "Open now · closes 5:00 PM" or "Closed for Thanksgiving — opens Friday 9:00 AM".
  • The website chat answers the hours question with the live status.

Title, plate and permit tracking on the vehicle record

dealershipinventory

Title tracking is the lot-operations problem every dealer has and no CRM had been carrying. The vehicle record now holds it:

  • title status, state, brand, number and application number
  • the dates it was received, issued, sent out and transferred
  • plate number, state and expiry
  • temporary permits, with the active one worked out for you

Key codes and the GPS device sit behind an owner/admin policy rather than as more columns every seat can read.

The dashboard gains a Missing Titles counter, and it reports what it does not know separately: a lot with 99 cars and no title data reads "0 missing, 99 not recorded" rather than a reassuring and meaningless zero.