Platform overview
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Needs your attention
Trials ending, quiet dealers, new demo requests.
Recently active
Who signed in last.
Dealers
Who is on the platform and whether they have asked you for anything. Tap a row for details and actions.
| Dealership | Plan | Status | Trial ends | Cars | People | Last active | AutoTrader | Requests |
|---|
Requests
Everything sent through the website form: new dealers asking for a demo, and existing dealers asking for something. Mark them as you go.
Invites
A dealership needs a code to register. One code, one dealership.
Invite a dealership
Issued
Problems
Reported from the app's "Report a problem", by anyone at any dealership — who, where, their own words, their pictures, and what happened about it.
Activity
The platform audit trail: sign-ups, profile changes, integrations, HQ actions.
How to use HQ
Two minutes. This is your control room for the whole platform.
What HQ is
Dealers see their own dashboard. You see who they are here. HQ never shows you a dealer's cars, customers or money, only whether they are using it (cars in stock, people, last sign-in) and whether they have sent you a request.
A new dealer, start to finish
- They fill in Request a demo on the website. It appears under Requests with a red badge.
- Call them. Press Contacted so you know where you are with them.
- If they want in, go to Invites, generate a code and send it to them. It expires in 30 days by default.
- They open the app, tap New dealership, enter the code and set up their business, bank details and first admin. That gives them a 30-day trial.
- Back on Requests, press Won. They now show under Dealers with a Trial chip and the trial end date.
Watching a trial
- Overview → Needs your attention lists trials ending within 7 days and dealers nobody has signed into for 14 days. Those are your phone calls for the day.
- A dealer with cars and people is one who has moved in. A dealer with 0 cars after a week has not started; ring them.
- A request from someone already on the platform is matched to their dealership automatically (by email or name) and shows as a red count on their row.
When a trial ends
- Tap the dealer, then Change plan. Pick Starter or Pro when they pay. That marks them active and clears the trial date.
- Not paying? Suspend. Their staff get "This account is not active" at sign-in and nothing is deleted. Activate brings them straight back.
- Need more time? Set the plan to Trial again with a new end date.
Things to know
- Everything you do here is written to Activity with your name on it.
- The demo dealer (marked Demo) is your sales sandbox. It is left out of the totals.
- You cannot suspend your own dealership, and only one dealership can be the owner.
- Press ↻ top right to refresh the numbers. Nothing here updates by itself yet.