Run the whole dealership from one screen.

1. Enter your access code

   Type it into Dealership access code (“Enter your code”). Tap the eye to reveal it; a note warns if Caps Lock is on.

2. Choose whether to stay signed in

   Tick Keep me signed in on this device on your own machine; leave it off on a shared one.

3. Tap “Enter”

   It shows Checking…, then lands you on your Overview. If it says “Sign-in failed. Try again,” the code is wrong or not set up — check with your dealer principal.

The sidebar

Sidebar items carry an attention badge when something needs you — a count on Lead CRM for unanswered replies, on Tasks for overdue items, and on All Vehicles for cars blocked on photos. At the bottom sit Support (WhatsApp) and Log out.

The top bar

The five numbers

Each tile carries a one-line read underneath — “oldest {wait}” or “all clear,” “{n} late” or “on track,” “{n} aged” or “fresh,” “{pct}% moved,” “{n} deals.” They're your priorities in five glances.

Below the numbers

• Today's activity — counters for test drives, visits, trade-ins and new leads; click any to jump to it.
• Leads — the newest enquiries with Open Pipelines and a Review File on each row.
• Recent Showroom Inventory — latest units with age (60+ days flagged amber) and View Database.
• Web readiness — either “all cars have galleries” or counters for not online, no photos, short and ready, with Manage into Web Management.

Add a vehicle

1. Pick a showroom category

   On Add vehicle, leave Auto — decide from price & model and your website guesses the tier, or set Premium Used / Premium Select / Premium Performance to override.

2. Fill the specs and price

   Complete the Showroom Vehicle Specifications (year, make, model, trim, engine, transmission, fuel, body), then Retail Price (ZAR), Cost Price (ZAR), Mileage (km) and a Stock Number. The stock number is how the car is matched everywhere else — get it right.

3. Publish to Active Stock

   Tap Publish to Active Stock and the unit lands on the floor. If you run TruLens, it offers to open TruLens to shoot this stock number now — photos come from there via Export to DMS and appear against the car automatically.

The vehicle list

Filter the floor by status (All In stock Sold Archived), by photos (All Needs shoot Partial Web-ready) and by age (Any 30+ 60+ 90+). Each row has a Web toggle to publish/unpublish, a status badge, and quick actions. The toolbar's Export stock list CSV downloads TruFlow_Stock_List_{date}.csv — a snapshot of right now, for the bank, an audit or a buyer.

Open a car — the vehicle detail

Click any car for its detail, with tabs specs recon publish docs extras. Here you'll find:

Get a car web-ready

All Vehicles carries the gallery work: photo filter chips — Needs shoot, Partial, Web-ready — and a camera button per row that opens TruLens for that stock number. Complete the guided slots, Export to DMS, then refresh — the readiness chip turns green. The dashboard's Web readiness card keeps the counters. Your public stock feed lives at /api/public/stock?dealer=your-slug — that is exactly what your website receives. Web Management — reachable from that card's Manage button — is the power-user grid: inline-edit every field and flip Online per row, changes saving as you go.

Sell it, or pull it back

The pipeline

Switch between Board (kanban) and List. The stages run:

Cards show an intent badge — Hot (≥80), Warm (≥50), Cold — the linked car, the source, and the next step (with a ● when overdue). WA opens WhatsApp; Done marks contacted and sets the next step. Auto-assign new shares fresh leads out to the team.

Work a lead

1. Open the Customer File

   Review opens the lead — “Customer File — {name}” — with tabs Overview, Digital Journey Tracker, Automated Dispatches, Comms Timeline, Tasks & Follow-up, Deal Sheet, Readiness, and (on desktop) Compliance.

2. Reply and log the next step

   Use the composer — Send template, pick how to Send by, or draft a reply with AI — then Dispatch Outbound Message. Log a call or WhatsApp with an outcome (Connected No Answer Voicemail) so the timeline stays honest.

3. Move the stage

   Set the status and Save Status Changes. Anything past its next-action date shows as due on the dashboard so nothing goes quiet.

Add a lead by hand

New lead captures First/Last name, Phone, Email, the vehicle, an Ad Source (Website Form / Walk-in Showroom / Facebook Lead Gen / AutoTrader) and requirement notes, then Commit Lead File. There's also a public “Dealership Enquiry” form for remote capture.

Showroom Diary

Showroom Diary is your bookings calendar — test drives, viewings and trade-in appraisals, including bookings that come off your website. Summary tiles show Today / Upcoming / Completed / No-Shows. Booking a test drive can push its lead to Test Drive Scheduled; completing one moves it to Negotiating — which is exactly when the deal appears in Deal Readiness.

Deal Readiness

A deal lands on Deal Readiness the moment its lead hits Negotiating. Work the checklist and watch the progress bar fill:

Set the Finance state alongside it — N/A Submitted Approved Declined. A thin five-segment strip shows the DocHub stages, with Open Compliance Hub to jump in. An amber triangle next to an item means the checklist and the paperwork disagree — e.g. “Compliance is signed off, but NATIS is un-ticked” — open DocHub to resolve it.

Documents — the DocHub

The document pipeline runs five stages, in order:

1. Work each stage

   For each stage, Generate the document, Upload a signed copy, Export CSV (or Send to accounting if you've connected a package), or Skip with a reason (logged in the audit trail). The Invoice stage can Issue via Imagin8. Compliance is tick-box only — check NATIS in hand and Roadworthy certificate on file, then Confirm compliance.

2. Sign & finalise

   Tap Sign & finalise, then Type name or Draw the signature and Confirm & finalise. If it blocks you, a required field is missing — a proforma needs the VIN and price breakdown, for example — the amber “required” list tells you exactly what to fill.

3. Finish the deal

   Advance all five stages. When Handover is done the deal reads Complete — handed over {date} and drops off the active Documents list.

Repayment calculator

Model a finance deal on the spot — it's seeded with a car's price so you can start fast. Set:

The Monthly Installment updates live, with Net Principal Aggregate Interest Balloon Value Lifetime Total Cost beside it. Nothing to save — it's a working calculator.

Finance & Recon

The ledger, in five tabs: Profit & Loss (Sales Revenue, Cost of Sales, Gross Profit, Operating Expenses, Net Income — with a Log Expense form), Deal Profit (deals closed, 1st and total gross), Stock Aging (units, avg days, floor value, over-60), Reconditioning (per-vehicle recon tasks and totals) and Floor Plan (exposure and interest at your floor-plan rate). If you've connected accounting, reconciled expenses and signed invoices flow to your books.

Stock health Manager / owner

The one screen that answers “what is my stock costing me?” Four headline numbers:

Ageing bars split your capital across bands (Under 30 / 31–60 / 61–90 / Over 90 days), and the Oldest stock first table lists units worst-first — click a row to open the car and act (reprice, push on social, or move it). Aged stock is the cheapest margin you'll ever recover.

Commission & accounting

The Commission estimate (on the Team screen) projects the sales pool from closed-deal margins under three models — Flat % Volume-Based Margin-Tiered. To keep the books current, Settings lets you turn on Accounting and connect Xero QuickBooks Zoho Books via a secure popup, so the DocHub Invoice stage pushes straight through instead of exporting a CSV.

Post a car to social & marketplace

1. Open the car's Social & Share tab

   Every vehicle in your stock includes a dedicated Social & Share command hub. It instantly generates tailored copy and hashtags for 6 major platforms: Facebook Marketplace, Facebook Page, Instagram, WhatsApp Status, LinkedIn, and Google Business Profile.

2. 1-Click Copy & Deep-Link

   Tap Copy to copy the tailored text with compliant specs and pricing, then tap the platform button to launch straight into that composer. For Facebook Marketplace, tap Download 8-Photo Pack to get your studio photos instantly ready to drag and drop.

3. Zero token expiry

   No fragile third-party OAuth connections or expired API keys — you publish with 100% native platform fidelity and zero middleman friction.

You can also share straight from your dealer website: open the car and tap Share for WhatsApp, Facebook, Copy link, or your device's full share sheet. It shares the car's live listing page, so the buyer lands on the real thing.

1. Add staff

   Add staff opens the form. Note it adds a billable seat.

2. Enter their details

   Full Name, E-mail Address, Account Role (Salesperson or Manager) and Contact Number, then Add & issue code. They'll only ever see this dealership's stock and leads.

3. Hand over the code

   Copy the one-time access code and give it to them — it won't be shown again. Tap Done. Later, New code rotates it and Remove access revokes it (Restore brings them back).

Open app.tru-saas.com on your phone and sign in with the same dealer code. Add it to your home screen (Share → Add to Home Screen on iOS, or the install banner on Android) and it runs full-screen like a native app. Leads, stock, walk-in adds and activity all sync both ways with your desktop Premium.

Beyond those, the sidebar's Support button opens WhatsApp to a human. And most screens carry a small Desktop / tablet hint where a job genuinely needs the bigger screen — if a deal or its documents look thin on a small tablet, that's why.