Guides

Your central hub for monitoring showroom performance, active inventory, and team activity at a glance.

A standalone loan calculator for quickly quoting monthly installments to a walk-in buyer. Enter the vehicle price, down payment, interest rate, and loan term — ShowOps computes the monthly EMI, total interest, and total payment.

A guided checklist for setting up your ShowOps tenant. The page tracks which steps are done, recommends the next ones, and links straight to the screen where each step happens.

Your personal feed of activity and alerts from ShowOps. Today it covers branch transfer rejections, refund requests and decisions, and reminders you set yourself. More event types are being added. Only items that concern you (within your branch scope) are shown.

The lifetime view of a single customer — all their leads, all their deals, total spend, plus business details for B2B accounts. Use this surface when a returning buyer walks in and you need their history at a glance.

Manage every aspect of a deal: stage progression, pricing, payments, discounts, communication, and documentation.

View and manage all active deals across stages. Switch between kanban board and list views, filter by branch or salesperson, and track deal progress.

A saved snapshot of a deal document — frozen at the moment you created it. This is where you finalize, sign, and re-print contracts, delivery notes, refund requests, and other deal-linked documents.

Print-ready dealership documents generated from the deal's data — deal sheet, sale contract, delivery note, finance quotation, and refund request. This surface renders the document for preview and print; saved copies live as individual document records under the deal.

A printable tax-invoice workflow rendered from the deal's pricing, the dealer's configured recordkeeping profile, and the vehicle record. Confirm the applicable legal and tax treatment with your adviser before issue.

Create a saved snapshot of a deal document. The form is pre-filled from the deal, vehicle, and dealer compliance profile — adjust any field, then save to create an immutable record that can be marked Final, signed, and re-printed later.

Track payments, outstanding balances, and financial transactions across all deals. Monitor cash flow and payment status.

Change the specifications, branch, or pricing of a vehicle already in your inventory. Edits go through an optimistic-concurrency check — if someone else has saved a change since you opened the page, you'll be asked to refresh and re-apply your edits.

Import vehicles from an Excel file using the standard template. Map columns, validate data, and add multiple vehicles at once.

Use AI to import vehicles from any Excel file — no template needed. The system automatically detects columns, maps data, and matches branches.

View, search, filter, and manage all vehicles across your branches. This is your main stock control screen.

View and manage all information about a specific vehicle: specifications, photos, documents, reconditioning checklist, costs, and activity history.

Update the details of an existing lead — contact info, source, vehicle of interest, assigned salesperson, and next action. Changes save back to the lead detail page.

View and manage a specific lead: customer information, communication history, vehicle interests, and conversion actions.

Track and manage incoming buyer inquiries. Prioritize follow-ups, filter by source and status, and convert qualified leads into deals.

End-of-day summary of all sales activity, payments received, inventory changes, and key metrics for a selected date.

Analyze profit margins per vehicle, per branch, and across your organization. Understand which vehicles and branches generate the best returns.

Track outstanding balances across all deals. See who owes what, how long payments have been outstanding, and prioritize collections.

The landing page for ShowOps reports. Five tiles take you to the report surfaces: Profitability Report, Daily Closing, Receivables, Management Summary, and the Accountant Pack. Each tile is gated by your role's permissions.

High-level KPIs and health indicators for your inventory, sales pipeline, and financial performance across all branches.

Assign access profiles to team members, scope what each branch shows them, and (on Enterprise) build custom permission profiles. This page is where role and branch-scope decisions are made — separate from inviting people, which happens on Team.

Complete record of all actions taken across your organization. Track who did what, when, and on which record.

Choose how ShowOps reaches you. These settings are personal — they affect only your own account, not your colleagues'.

See your current plan, live usage against branch / vehicle / team-member caps, and request a plan change. Plan changes are admin-driven and processed offline — you don't switch tiers yourself.

Track consent records and data-request workflows that support your organization's privacy processes. Coverage is operational evidence, not a legal compliance determination.

Configure your organization's branding, manage branches, and set compliance fields. These settings apply across all branches and team members.

Manage team members, assign organization roles, and send invitations. The invite dialog picks a member's initial access profile; branch scopes — and any later profile change — are set on the Access page.