Release notes

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

Documents and an activity log on every vehicle

dealershipinventory

Files against a unit, filed by kind: title, lien release, bill of sale, odometer statement, inspection, registration, permit, auction receipt, recon invoice, insurance.

They live in private storage and are served as short-lived links. That is not a detail: a scanned title carries a VIN, the owner's name and address, a lienholder and often a signature, and in a public bucket the URL is the credential — permanent, unauthenticated, and impossible to revoke without deleting the file.

Alongside it, a per-unit log: what changed on the vehicle, when, and who did it. The log records that a key code or GPS device id changed and never what it changed to, so it cannot hand back the values the owner/admin policy exists to protect.

What each lead source actually costs you

reportingmarketing

Lead source was already tracked on every contact. What was missing was the other half of the arithmetic: what the source costs.

Record a monthly cost per source and the insights page fills in the rest — leads, units sold, cost per lead, and cost per sale, side by side. There is a dashboard widget for the same figures.

This is the report that answers "should I renew this vendor", which is a question no amount of lead-count reporting can settle on its own.

A dashboard that opens on your own work

dashboardcrm

The home page now opens on the day's worklist rather than a summary nobody acted on.

Yours: new prospects, follow-ups, unread inbox, today's appointments, new credit applications, active deposits.

The store's: pending deals in the last 30 days, submitted in the last 7, lender decisions in the last 7, contracts in transit, pending deferred downs.

Every number reads as mine / dealership and every one is a link to the pre-filtered list behind it.

One deliberate detail: a counter that cannot be computed says so instead of showing a zero. "Nothing to do" and "we cannot tell you" are different answers, and a dashboard that confuses them is one people stop trusting.

Choose who gets told, per event

notificationssettings

Every one of these events was already being emitted. There was simply no way to say who should hear about it, so the answer was "everyone, or nobody".

Settings → Notifications now lists each event with a one-line description and a receiver picker:

  • new lead
  • task due
  • new email, new SMS, and message delivery status
  • SMS consent received
  • stips uploaded
  • deferred down due
  • lender decision
  • deal marked sold

Receivers can be individual people or whole roles, so a new hire inherits the right alerts on their first day instead of being added to nine lists by hand.