New Desking - Invoice Tab | Voters

New Desking - Invoice Tab

J Hardin

Would be great to have an "Invoice Tab" at the top right - so that when you click on it the actual manufacture invoice pdf will populate to be printed - desking uses this for cost, all lenders require it for approval as well. this saves time to have a quick reference within desking - CDK has this function.

Shelby Parker

Thanks for sharing this, J Hardin — totally hear you on how having an Invoice Tab right in desking would save time, especially with lender approvals. This is really helpful context (and the CDK comparison is noted). I’m looping it into our review with the team, and if we need any additional details around your workflow or where you’d expect the PDF to pull from, I’ll follow up.

J Hardin

Shelby Parker Thanks for looking in to it. I know I put a couple of others notes in. I am use to DriveCentric on the sales side for 5 years at a high volume toyota store. Sales side is great. This is my first time on the desking side. Trying to ad positives for the desking aspect. I know it sometimes takes time as y'all have many clients, etc. Appreciate the reply. Best, J

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