Quickstart

This guide walks you through the core DealerSpot workflow: adding inventory, tracking leads, and processing sales.

Configure Your Dealership

Before listing vehicles, confirm your dealership details so your storefront and communications look right.

1. Go to Settings > Dealership
2. Add your dealership basics:
   • Dealership Name - Public-facing name
   • Subdomain - Your unique URL at yourname.dealerspot.dev
   • Description - Short summary (optional)
3. Fill in Contact Information (phone, email, address) so customers can reach you
4. Upload a Logo (square PNG or JPG) and choose a Theme (Light, Dark, System)

If you have a team, invite members in Settings > Team and review your plan in Settings > Billing.

Add Your First Vehicle

1. Navigate to Inventory in the sidebar
2. Click Add Vehicle
3. Enter the vehicle information:
   • VIN - Enter the VIN to auto-populate vehicle details, or enter information manually
   • Year, Make, Model - Basic vehicle identification
   • Stock Number - Your internal reference number
   • Condition - New or Used
   • Asking Price - The listed sale price
4. Click Save

Your vehicle now appears in the inventory list with a Draft status. Change it to Listed when you're ready to display it on your storefront.

Vehicle Statuses

• Draft - Vehicle is not visible on your storefront
• Listed - Vehicle is publicly visible and available for sale
• Sold - Vehicle has been sold (automatically set when included in a completed transaction)

Create Your First Contact

1. Navigate to Contacts in the sidebar
2. Click Add Contact
3. Enter the contact information:
   • First Name and Last Name - Required fields
   • Email and Phone - Contact methods
   • Status - Lead, Prospect, or Customer
   • Lead Source - How they found you (Walk-in, Phone, Website, Social, Referral)
4. Click Save

Contact Statuses

• Lead - Initial contact, showing interest
• Prospect - Qualified lead, actively shopping
• Customer - Has completed a purchase

Process Your First Sale

1. Navigate to Transactions in the sidebar
2. Click Add Transaction
3. Select the Vehicle from your inventory
4. Select the Contact (buyer)
5. Enter sale details:
   • Sale Price - The agreed price
   • Purchase Method - Cash, Finance (Internal), Finance (External), or Lease
   • Transaction Date - Date of sale
6. Add fees and taxes:
   • Doc fee, title/license fee, other fees
   • Taxes can be calculated automatically based on location
7. Click Save

Purchase Methods

Transaction Statuses

• Pending - Sale is in progress
• Complete - Sale is finalized
• Cancelled - Sale was cancelled

When a transaction is marked Complete, the associated vehicle automatically changes to Sold status.

Optional: Add a Trade-In

If the buyer is trading in a vehicle:

1. Enable Trade-In in the transaction form
2. Select or add the trade-in vehicle
3. Enter the Trade-In Allowance (credit toward purchase)
4. If the trade-in has a lien, enter the Payoff Amount and lienholder details

The trade-in value is subtracted from the total sale price.

What's Next

Now that you understand the core workflow, explore these features: