Routes & Planning | DealerOS

DealerOS
Laravel Shell

Overview

Stock

Current Stock Sold History Sale or Return Collections & Deliveries Service History MOT Tracker Insurance & SORN

Operations

Viewings Sell a Car Tasks Fines & Penalties

Finance

Finance Log Receipts & AI Scan Routes & Planning Investor Invoices Investor Ledger Staff & Wages VAT Tracker

Intelligence

Reports & Analytics

Listings & Media

Auto Trader Instagram

DO

DealerOS

Laravel Shell

Routes & Planning

Banking / Transactions

Date	Type	Description	Amount	Balance	Action
No banking data connected.

Quick Add

Add MOT Record

Number Plate

Vehicle (Make/Model)

MOT Due Date

Status

Advisory Notes

Internal Notes

Add Insurance Policy

Vehicle Plate

Provider

Policy Number

Premium (£)

Start Date

End Date

Vehicle is SORN

Add Vehicle

Reg Plate

Make & Model

Purchase Price (£)

Source

Investor

Date Acquired

Notes / Status

Log Finance Entry

Entry Type

Reg Plate (optional)

Category

Description / Notes

Amount (£)

Date

Book Viewing

Customer Name

Phone

Vehicle Interest

Date

Time

Lead Source

Finance?

Delivery?

Notes

Log Collection / Delivery

Type

Reg Plate

Date Won

Scheduled Date

Driver

Linked Vehicles

From / To Address

Cost (£)

Status

Notes

Add Service Record

Reg Plate

History Type

Last Service Date

Mileage at Service

Number of Stamps

Notes

Attach Photo (optional)

Log Fine / Penalty

Vehicle Plate

Fine Type

Date Issued

Amount (£)

Due Date

Reference

Notes

Add Receipt

Upload Photo

Click to upload receipt photo

Reg Plate

Category

Vendor / Supplier

Receipt Date

Amount (£)

Notes

Add Staff Member

Name

Role

Pay Type

Rate (£)

Phone

Log Wage Payment

Staff Member

Amount (£)

Date

Period

Payment Method

New Task

Task Title

Priority

Due Date

Vehicle (Optional)

Notes

Auto Trader Settings

Mode

API Key

Dealer ID

Environment

Create Auto Trader Listing

Vehicle

Asking Price (£)

Mileage

Edit Listing

Details

Description

Spec

Photos

Publish

Instagram Settings

Mode

Account Handle

Meta App ID

Access Token

Create Instagram Post

Vehicle

Post Type

Caption

Hashtags

Schedule (optional)

Select Photos

Tick photos to include. Drag to reorder.

Media Manager

Photos

Listing Status

Quick Actions