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Car Dealerships — Sales, Service, Recon, and Accessories in One View | Envision360
Industry

Car Dealerships

Sales, service, recon, and accessories on one page you can actually run. For franchise and independent dealers across Canada and the U.S. Keep your DMS and CRM. Add the tools that make inventory accurate, service bays move, used recon visible, accessories consistent, and handoffs tight from online to in-store.

Who this helps

  • Single rooftop stores and small groups juggling new/used, service, and parts
  • Independent dealers listing on multiple marketplaces with manual updates
  • Stores with phone-heavy service booking and approvals that stall
  • Used teams tracking reconditioning in spreadsheets and hallway chats
  • Accessory/upfit shops quoting by email with margin leaks
  • BDCs stuck between forms, chats, and call logs that don’t connect
Dealership portal showing inventory, service queue, and approvals

Problems we see every week

Gaps across systems

  • Inventory, pricing, and photos don’t match across DMS, website, and feeds
  • Leads bounce between BDC, sales, and F&I; no clean trail
  • Managers export three systems for a daily view

Service stalls

  • Approvals sit while the bay waits
  • “Is it ready?” calls flood the desk
  • Parts checks require screen hopping

Recon & accessories

  • Recon steps are “on someone’s list”
  • Accessory quotes differ by advisor; no bundles, no audit
  • Delivery checklists live on paper; misses at handover

What we build for dealerships

1) Online → showroom handoff

  • Unified lead card: source, last contact, next step, owner
  • Mobile trade-in capture (photos, notes, appraisal link)
  • Credit app, ID, compliance in the deal pack
  • Delivery checklist that follows the VIN

Outcome: fewer dropped handoffs, faster desk approvals, cleaner deliveries.

2) Inventory & listings control

  • VIN decode with pricing rules and photo sets
  • Photo/360 prompts before a unit can post
  • Feeds to site & marketplaces with retry log
  • Hold/recon flags prevent accidental posting

Outcome: faster time-to-live, fewer errors, less back-and-forth.

3) Service booking & bay flow

  • Real slots by advisor, tech, and bay type
  • Digital inspections (photos & short video)
  • One-tap customer approvals with audit trail
  • Inline parts availability; ETA texts & pickup windows

Outcome: higher approval rate, fewer stalled ROs, fewer status calls.

4) Used recon (UCM/Recon)

  • Store-rule steps from inspect → photos → online
  • “Who has it now / what’s next / why waiting”
  • Photo/issue log tied to the VIN
  • Auto-push to listings when standards met

Outcome: days-to-front-line drops; cleaner photo sets.

5) Accessories & upfitting

  • VIN-aware catalog with labor & store pricing
  • Bundles (winter, towing, protection, appearance)
  • Schedule install tied to RO or deal
  • Photo proof, sign-off, and invoice in record

Outcome: consistent pricing, protected margin.

6) Parts & warranty/goodwill

  • Requests with photos and reason codes
  • Approvals visible to advisors, parts, accounting
  • Vendor/part notes tied to VIN & RO

7) Store, group, OEM views

  • VIN-level campaign/recall status by store
  • Recon cycle, aged inventory, photo compliance
  • Service approvals, bay utilization, promise-time hits
  • Simple manager read: moved, stuck, nudge
Dealership operations banner — inventory, service, recon, accessories

Plays well with your stack

DMS & CRM

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

Inventory & feeds

  • vAuto, Homenet, marketplace feeds
  • Media pipelines for photos/360s

Service & payments

  • Payment providers, texting/call tracking, e-sign
  • Parts suppliers where APIs exist

Identity & data

  • SSO if you use it
  • Clear mapping for VIN, stock, RO, customer, unit
  • Safe scheduled syncs where APIs are limited

When an API is missing, we use safe scheduled syncs with field mapping, retries, and a visible error log.

Service approvals and bay flow with digital inspections and parts check

Results to expect

  • Cleaner handoffsWeb → desk → delivery without gaps
  • Faster serviceApprovals move; fewer idle bays
  • Recon speedShorter cycles; complete listings
  • Accessory marginConsistent pricing & labor capture
  • Manager clarityFix bottlenecks the same week

Common starting points

Service approvals

Advisor/tech/bay reality with one-tap approvals.

Recon tracker

Auto-post when photo standards are met.

Accessories

Catalog + install scheduling tied to RO/deal.

Lead → delivery

Deal pack + e-sign + checklist by VIN.

Pilot plan

Weeks 1–2

Pick one lane. Map screens and IDs (VIN, RO, stock, customer). Decide the two numbers that prove it worked.

Weeks 3–6/8

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

Week 8+

Keep what worked. Add the next lane or another rooftop. No rebuild.

Security and privacy

  • Roles for BDC, sales, F&I, advisors, techs, parts, managers
  • Encryption at rest and in transit
  • Change history on pricing, approvals, RO notes, delivery checklists
  • Data location options for Canada and the U.S.

Talk to a lead strategist Send one process that slows the store—service approvals, recon, accessories, or lead handoff. We’ll map a first release that fits your DMS/CRM, plugs the gaps, and goes live without pausing the floor.