How a deal moves through DealerCockpit.
Every department works the same deal from its own screen. A change made once shows everywhere, and nobody has to ask who has it.
Then a deal gets written
The same question, asked again and again.
An invented Tuesday, told twice. The names and details are made up. The pattern is not.
Today
The logs live in spreadsheets, a calendar and a group chat.
- 9:05Marcus, sales to Priya, accountingWhat is still missing on the Delgado deal?
- 9:48Priya, accounting to Marcus, salesPayoff letter and proof of insurance. I texted Dana about it yesterday.
- 9:52Marcus, sales to Dana, financeDid you get a payoff letter for Delgado?
- 11:20Dana, finance to Marcus, salesNever saw a text. Was that on my sheet?
- 1:15Marcus, sales to The customerWe still need your payoff letter and your insurance card.
- 2:40Renee, delivery to Marcus, salesIs the Delgado car ready for 4:00?
- 4:10The customer arrives. The insurance is still missing. The delivery slips to tomorrow.
Six messages. Five people. One delivery that slipped a day.
In DealerCockpit
The same Tuesday, with every seat reading the same deal.
- Monday 4:30Priya marks two items missing on the deal: payoff letter and proof of insurance. The deal team is told, by name.
- 8:40Marcus opens his screen. It says: Delgado is missing a payoff letter and proof of insurance. Ask Priya in Accounting.
- 9:15He asks the customer once, with the list in hand. Priya clears both items when they arrive.
- 11:00The delivery board shows finance done, insurance done and the car ready. Nobody has to ask.
- 4:00The customer is checked in and the car is delivered. The contract joins the funding schedule that day.
The customer was asked once. Nobody had to ask the deal twice.
Why it gets missed
Ask the deal, not the person.
The answer lives with one person.
It lives on the deal, where everyone can read it.
A message goes to whoever you think owns the job.
The alert goes to the people on the deal, by name.
Nobody can see the whole deal at once.
Finance, accounting, service and delivery read the same stage.
One place, one deal
Everyone sees where the deal stands and what it needs next.
Every seat has its own cockpit, and every cockpit reads the same deal: where it is, what it is missing, who has it, and what happens next. Follow one from written to funded, with no one asking twice.
Step 1 of 7
Written
What happens
The deal is entered once. A finance manager is assigned from the rotation and a cover sheet opens for the paperwork. A trade is recorded but does not enter inventory until the deal delivers. The same car cannot be sold twice on two live deals.
Who sees it
The deal team: salesperson, sales manager, finance and BDC.
Try it in the beta.
DealerCockpit is in beta and we are looking for dealerships to try it as new features arrive. Not everything works as well as we plan yet.