Feature Requests

Desking on Mobile: Enhancing Sales Efficiency and speed to providing Proposal. The "Desking on Mobile" feature would allow our sales or sales managers team to desk deals directly from their mobile devices. This capability is essential for several reasons: Increased Mobility: Sales representatives often work on the go, visiting clients and attending events. Having the ability to desk deals from their mobile devices ensures they can perform critical tasks without being tied to a desktop computer. (Permission based) Improved Efficiency: Desking deals on mobile devices streamlines the process, reducing the time it takes to complete transactions and time spent AWAY from the customer. This efficiency can lead to quicker deal closures and improved customer satisfaction. Enhanced Flexibility: Mobile desking provides flexibility for sales reps to work from various locations, whether they are in the office, at a dealership, or out in the field. This flexibility can lead to better productivity and adaptability to different work environments. Seamless Integration: Integrating desking capabilities into mobile devices ensures that all necessary tools and information are readily available, making it easier for sales reps to access and utilize the resources they need to close deals effectively. Competitive Advantage: Offering mobile desking can set us apart from competitors by showcasing our commitment to innovation and providing our sales team with cutting-edge tools to succeed provided by Drive Centric :-)

Adding a Comments/ notes feature in the desking tab - that way if another desk manager works the deal they can see what the previous managers thoughts were or direction they were going. Highlight it so it doesn't get missed

Current Situation: In DriveCentric , when structuring retail deals, there are currently two methods for handling interest rates: 1. Automatic Bank Rates – This option is ideal for incentivized programs and also effectively pulls rate offers from our active lender base. It streamlines deal creation by automatically selecting eligible rates, but lacks flexibility in how it treats backend. 2. Manual Rate Entry – This method allows users to enter any rate they choose, which provides flexibility—especially for standard rate deals. However, it’s a more cumbersome process and lacks automation, making it inefficient for day-to-day operations. Problem: When using Automatic Bank Rates (with no rate markup on) the system currently applies either: • The incentivized rate at retention (which is correct), or • A standard rate also at retention, leaving potential backend (i.e., rate markup) on the table. When rate mark up is on, standard rates fall within policy however incentivized rates include that rate markup as well which leads our store to not use it. There is no built-in logic to differentiate between these two types of rates under the automatic setting, which is a missed opportunity. Standard rates should allow for backend—typically up to 2 points of rate markup—but currently, the system defaults to retention across the board when automatic rating is enabled. Proposed Solution: Introduce logic and flexibility within the Automatic Bank Rates functionality to: • Automatically apply retention rates only when the system identifies the rate as incentivized. • When a standard rate is selected, the system should automatically include up to 2 points of markup, or at least allow this to be configured dealership-wide or by lender. • Maintain the efficiency of automatic rate pulling while giving users and managers more control and profitability on standard deals. • Include visual indicators or tags so that deal type (standard vs. incentivized) and backend potential is easily identifiable. Value/Impact: This enhancement would: • Prevent lost backend revenue on standard rate deals. • Reduce manual workarounds currently needed to manage markups. • Improve clarity and reporting by clearly separating incentivized deals from standard ones. • Streamline the process for finance managers while maximizing front-end and back-end profitability

Two default desking rates, one for New vehicles and another for Used.

In New Desking, under "Dealer Fees" and "Manage Fees", the selection window's Fee column is too narrow to show the full description of some fees, making it difficult to select the desired fee if the fee names have simarilar names before they are truncated. Reduce the amount of space for the checkbox colums, allowing the Fee column to be wider thus accomodating longer fee names.

Allow for an option to have the "Taxes and Other Fees" line on the print read as just "Taxes". For situations where Reg fees are not applied and its simply just the tax total.

In inventory search function under desking there's some filtering choices. Add "oldest first" and "least leads" "least deals" Dealers want to sell the stuff they've had for a long time and vehicles that are not getting a lot of interest first.

Currently when Calculate Registration Fee is turned on it lumps those fees into the Sales Tax and Fees Total. Are we able to itemize out the fees separate from the taxes?

There is currently no way to show all the numbers accurately when we are cutting a check back to the customer for trade equity instead of including that equity in the deal. We were able to do that in legacy desking. That seems to be a flaw in the system. We have to manipulate the numbers to show an accurate payment. In one case, the sales manager just made the trade allowance and the payoff equal to make the payment accurate. But I'm sure you can see how this might be confusing to a customer looking at the worksheet when the payoff does not exist.

have reporting on desking performance