Deals & Closings

Close the deal and hand off the keys — all in one place

Convert a lead into a deal with one click and the deal worksheet handles the math: sale price, trade-in allowance and payoff, doc fees, other charges, taxes, deposits, and payments. When the customer drives away, one Deliver action transfers ownership in the vehicle record and marks the listing sold — no separate steps, no manual updates.

• Deal worksheet shows total due, amount paid, and balance in real time as figures are entered
• Track financing type — cash, outside financing, or in-house — with lender name
• Trade-in workflow: capture the trade vehicle, allowance, and payoff amount on the same worksheet
• Payment ledger records every deposit and installment against the deal
• Deliver action transfers ownership from the lot to the buyer and closes the listing in one step
• Trade-in vehicle is automatically drafted as a new lot listing ready for reconditioning
• Gross profit is always visible: sale price minus acquisition cost, recon, and any trade payoff
• Push the closed deal to Xero or QuickBooks via the Accounting integration