From listing to sale.

Listings

• A listing is approved by a person before anyone sees it.
• Approved cars appear on your public stock pages, with an enquiry form. Each enquiry arrives as a lead, and the buyer gets a reference.
• A copy pack for posting by hand on portals such as DoneDeal and Carzone, with the advert’s address recorded afterwards. Garage OS has no connection to the portals.
• When a car is sold, a task reminds you to take its adverts down, and a list shows adverts that failed, have gone stale or are overdue to come down.

Leads

• Website enquiries, and leads you log yourself from a call, a WhatsApp, a walk-in or an email.
• Every lead has a stage: new, contacted, appointment and negotiating, then won or lost, with a reason when it is lost.
• An owner for each lead, follow-ups, and a count of those overdue.
• Calls, messages, notes and test drives recorded on the lead. They record what you did: Garage OS doesn’t send the message.
• Duplicate leads merged, and the car a lead is about linked to it.
• Call and WhatsApp taps on your website counted apart, and never added to your lead totals.

Reservations and sales

• Reservations with a recorded deposit, extended or released.
• A sale record for each car, from agreed to sold, delivered and closed.
• Trade-ins, with the allowance and any outstanding finance, taken into stock as cars of their own.
• The customer’s order form as a PDF.
• Payments and refunds are recorded, never processed. Garage OS doesn’t move money.

For your accountant

• A CSV of sales, recorded payments, supplier invoices and credit notes for any period up to a year.
• A read-only accountant role.