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Automotive — Dealer & Service Portals That Show Real Status | Envision360
Industry

Dealer and service portals that cut delays and show real status

For dealer groups, independent stores, installers, and regional OEM teams across Canada and the U.S. We don’t replace your DMS. We add the apps and bridges that make sales, service, parts, and delivery run cleaner.

Who this helps

  • Single stores and dealer groups that list inventory in multiple places
  • Service departments with phone-heavy booking and no clear queue view
  • Accessory and upfitter shops that quote, schedule, and invoice by email
  • Used car teams that track reconditioning in spreadsheets
  • OEM field teams that need VIN-level campaign visibility by region
Automotive portal—service booking and live queue view

Problems we hear every week

  • Inventory and pricing don’t match across DMS, site, and listing feeds
  • Leads get handed off, then vanish because ownership isn’t clear
  • Service booking is a phone-tag loop and customers don’t know their spot
  • Approvals for extra work stall while the bay sits idle
  • Recon steps are “someone’s sheet” and cars sit ready but not posted
  • Warranty and goodwill approvals bounce in email with no trail
  • Accessory quotes change store to store and margins leak
  • Delivery and pickup status lives in texts between advisors and drivers

You already have the systems. They don’t talk well enough to run the day.

What we build

1) Customer self-serve

  • Book service with real times
  • Track status and get ready alerts
  • Approve or decline work with pricing
  • Pay online and choose pickup/drop-off
  • See past visits, invoices, and warranty

2) Advisor & service lane

  • Live queue by advisor, tech, and bay
  • Digital inspections with photos/video
  • Upsell menus that follow store rules
  • One-tap approvals with audit trail
  • Parts availability check inline

3) Accessories & upfitting

  • VIN-aware accessory catalog
  • Bundles for common packages
  • Schedule install tied to the RO
  • Photos, sign-off, and invoice together

4) Used vehicle recon

  • Steps by model and store rules
  • Who has it now and what’s next
  • Photo and issue logs by VIN
  • Push to listing when ready

5) Sales desk & handoffs

  • Lead intake with owner and next step
  • Trade-in photos and notes from the lot
  • Doc pack with e-sign and clean folder
  • Delivery checklist for car/keys/plates

6) OEM & region views

  • VIN-level campaign/recall by dealer
  • Backorder impact by model/region
  • Store scorecards with action items
Automotive panoramic—service, recon, accessories, and delivery unified

Plays well with your stack

DMS & CRM

  • CDK, Reynolds & Reynolds, Dealertrack, Tekion
  • VinSolutions, Elead, DealerSocket, others

Inventory & listings

  • vAuto, Homenet
  • Custom feeds to marketplaces and your site

Service & payments

  • Payment providers and e-sign tools
  • Call tracking, texting, and parts/tire suppliers

Data & identity

  • SSO if you have it
  • Audit logs, consent, privacy (CA & U.S.)
  • Clear mapping for VIN, stock #, RO, unit

Where an API is missing, we use safe scheduled syncs with field mapping, error handling, and a visible retry log.

Advisor tools—digital inspections and approvals

Results to expect

  • Fewer callsLess “status?” into service
  • Faster approvalsFewer idle bays
  • Shorter reconCleaner, faster listings
  • Consistent marginsAccessory pricing that holds
  • Closed loopsFewer lost handoffs
  • Manager viewFix bottlenecks weekly

Example starting points

Service booking

Real times and customer approvals reduce phone loops.

Recon tracker

Photo proof by VIN and push to listings when ready.

Accessories flow

Catalog + store pricing + install scheduling tied to RO.

Sales handoff

From lead to delivery with a clean document pack.

Pilot plan

Weeks 1–2

Pick one lane—service booking, recon, or accessories. Map screens and the data you already have.

Weeks 3–6/8

Build a first version. Connect to DMS/CRM where possible. Run it in one store or one team.

Week 8+

Keep what works. Expand to the next lane or an extra store. No rebuild.

Security and privacy

  • RolesAdvisors, techs, parts, sales, managers
  • EncryptionAt rest and in transit
  • Change historyApprovals, pricing, RO notes
  • ResidencyCanada and U.S. data options
Start a conversation Send one workflow that slows your day—service booking, recon, accessories, or the sales handoff. We’ll outline a first release and how it connects to your stack.