Car Dealership Integration in Dash SaaS

Dashboard

• The Car Dealership Dashboard provides a clear, centralized overview of lead management and sales activity, enabling teams to monitor performance at a glance. The top summary cards highlight key metrics such as Total Leads, Converted Leads, Contacted Leads, and New Leads, giving instant visibility into the current sales pipeline. Below this, the Last 7 Days Leads section shows daily lead activity, helping managers track short-term trends, while the Finance Applications chart visually breaks down applications by status—Applied, Approved, Disbursed, and Rejected—supporting quick financial performance assessment.
• Further down, the dashboard focuses on operational efficiency and follow-ups. The Lead Status chart and Recent Leads list help teams understand lead distribution and stay updated on the latest customer interactions. Quick Actions allow fast access to core tasks like managing leads, viewing finances, and handling test drives, while the Priority Breakdown and Alerts sections ensure urgent and high-priority leads are not missed. Finally, the bottom summary cards for Total Cars, Total Finances, Approved Finances, and Test Drives provide a concise snapshot of inventory and sales activities, making the dashboard a well-managed, all-in-one control panel for dealership operations.

System Setup

Brands Manage

• The Manage Brands module allows you to create and manage vehicle brands in the system. To add a new brand, click the Create button at the top of the Brands page and enter the Brand Name. Save the record to add the brand to the system.
• On the Brands List page, all brands are displayed for easy management and reference. In the Actions column, you can click the Edit button to update existing brand information or the Delete button to remove a brand from the system.

Models Manage

• To create a new car model, click the Create button at the top of the Models page. Enter the Model Name and select the Brand from the dropdown list, which is fetched from the Brands module. Save the record to add the model to the system.
• On the Models List page, all car models are displayed in a table for easy reference and management. In the Actions column, you can click the Edit button to update an existing car model or the Delete button to remove the car model from the system.

Finance Partners Manage

• To create a new finance partner, click the Create button at the top of the Finance Partners page. Enter the Name, Interest Rate, and Contact Details. After filling in all required fields, click the Create button to save the finance partner.
• On the Finance Partners List page, all finance partners are displayed in a table with columns such as Name, Interest Rate, and Contact Details, making it easy to review partner information at a glance.
• In the Actions column, you can click the Edit button to update an existing finance partner or the Delete button to remove the finance partner from the system.

Service Types Manage

• To create a new service type, click the Create button at the top of the Service Types page. Enter the Service Type Name and Description, then save the record.
• On the Service Types List page, all service types are displayed in a table with columns such as Name and Description. This makes it easy to view and manage available service categories.
• In the Actions column, you can click the Edit button to update an existing service type or the Delete button to remove the service type from the system.

Manage Car Items

• To create a new car item, click the Create button at the top of the Manage Car Items page. In the first step, enter the basic details such as the Car Name, SKU (you can enter it manually or generate it automatically), and select the Tax from the dropdown, which is fetched from System Setup → Product & Service → Taxes. Next, choose the Category from the dropdown loaded from System Setup → Product & Service → Categories, and enter the Description. After filling in all required fields, click the Next button.
• In the second step, enter the Sale Price, Purchase Price, and Quantity, then select the Warehouse from the dropdown, which is fetched from the Warehouse module. Once all required fields are completed, click Next to proceed. In the third step, upload the Car Image and click Next to continue.
• In the final step, select the Brand from the dropdown loaded from System Setup → Manage Brands, and select the Model from System Setup → Manage Models. Enter the remaining car details, including Year, Color, Fuel Type, Transmission, Engine Capacity, Mileage, Showroom Location, Parking Slot, and Features. After completing all required information, click the Create button to save the car item.
• On the Car Items List page, all car items are displayed in a table with columns such as Image, Name, SKU, Sale Price, and Category. You can easily search and filter records to find specific car items.
• In the Actions column, use the Edit button to update an existing car item or the Delete button to remove a car item from the system.

Manage Test Drives

• To create a new test drive, click the Create button at the top of the Manage Test Drives page. In the creation form, select the Car from the dropdown list, which is fetched from the Car Items module. Then choose the Scheduled Date and Scheduled Time, and select the Status (Pending or Completed). After filling in all required fields, click the Create button to save the test drive record.
• On the Test Drives List page, all test drive records are displayed in a table with columns such as Car Name, Scheduled Date, Scheduled Time, and Status. You can use the search and filter options to quickly find specific test drive records.
• In the Actions column, you can click the Edit button to modify an existing test drive record or the Delete button to remove the test drive from the system.

Manage Leads

• To create a new lead, click the Create button at the top of the Manage Leads page. In the creation form, select the User from the dropdown list, which is fetched from the Users module. Next, select the Interested Car from the dropdown, loaded from the Car Items module, and enter the Lead Source.
• Then, select the Assigned Salesperson from the dropdown, which is fetched from the Staff Users module. Choose the Next Follow-up Date, select the Priority (High, Medium, or Low), and choose the Status (New, Contacted, Qualified, Lost, or Converted). Finally, enter the Customer Requirements and Lead Notes. After completing all required fields, click the Create button to save the lead.
• On the Leads List page, all leads are displayed in a table with columns such as User Name, Car Name, Lead Source, Assigned Salesperson, Next Follow-up Date, Priority, and Status. You can use the search and filter options to quickly find specific lead records.
• In the Actions column, you can click the View button to see the complete details of a lead, use the Edit button to update the lead information, or click the Delete button to remove the lead from the system.

Manage Service

• To create a new service, click the Create button at the top of the Manage Services page. In the creation form, select the Car from the dropdown list, which is fetched from the Car Items module. Next, choose the Service Type from the dropdown, loaded from System Setup → Service Types. Then select the Service Date, enter the Service Cost, choose the Status (Scheduled, In Progress, or Completed), and provide the Service Description. After completing all required fields, click the Create button to save the service record.
• On the Services List page, all service records are displayed in a table with columns such as Car Name, Service Date, Service Type Name, Cost, and Status. You can use the search and filter options to quickly find specific service records.
• In the Actions column, you can click the View button to see complete service details, use the Edit button to update the service information, or click the Delete button to remove the service record from the system.

Manage Warranties

• The Manage Warranties module helps you record and manage warranty details for vehicles. To create a new warranty, click the Create button at the top of the Manage Warranties page. In the creation form, select the Car from the dropdown list, which is fetched from the Car Items module. Then select the Warranty Type (Manufacturer or Extended) and choose the Warranty Period dates. Enter the Terms & Conditions and Coverage Details. After completing all required fields, click the Create button to save the warranty.
• On the Warranties List page, all warranty records are displayed in a table with columns such as Car Name, Warranty Type, and Warranty Period. You can use the search and filter options to quickly find specific warranty records.
• In the Actions column, you can click the View button to see complete warranty details, use the Edit button to update the warranty information, or click the Delete button to remove the warranty record from the system.

Manage Insurances

• To create a new insurance, click the “Create” button on top of the Manage Insurances page. First fill the required details, such as select the car from the dropdown is fetched from the car items module, select date of Renewal Date, entering the Insurance Company, Policy Number, and premium amount, select the Coverage Type (Comprehensive, Third-Party Liability, Collision Coverage, Personal Accident Cover) and entering the Coverage Details. After all required details fill click on the create button and save the insurance.
• On the list page, insurances are shown in a table with columns, Car Name, Insurance Company, Policy Number, Premium Amount, Coverage Type, and Renewal Date. You can search and filter using find the records in the Insurances list.
• In this action column you can click the view button, see all details of that particular insurance, and edit the button to modify the insurance record or the delete button to remove data from the system.

Manage Finances

• The Manage Insurances module allows you to record and manage insurance details for vehicles. To create a new insurance record, click the Create button at the top of the Manage Insurances page. In the creation form, select the Car from the dropdown list, which is fetched from the Car Items module. Then select the Renewal Date, enter the Insurance Company name, Policy Number, and Premium Amount.
• Next, choose the Coverage Type (Comprehensive, Third-Party Liability, Collision Coverage, or Personal Accident Cover) and enter the Coverage Details. After completing all required fields, click the Create button to save the insurance record.
• On the Insurances List page, all insurance records are displayed in a table with columns such as Car Name, Insurance Company, Policy Number, Premium Amount, Coverage Type, and Renewal Date. You can use the search and filter options to quickly find specific insurance records.
• In the Actions column, you can click the View button to see complete insurance details, use the Edit button to update the insurance information, or click the Delete button to remove the insurance record from the system.