Discover the Latest Enhancements in Our Software Solutions

Introducing Notify on Change – a powerful new configuration option within task management. By default, Delivery Hub mutes notifications on changes to task checklists, but now, with this toggle enabled, you can receive updates for every change, including modifications in the text field beside each task.

How It Works:

• Enabling Notifications: Within task settings, turn on the Notify on Change toggle to activate notifications for any updates made to a specific task.
• Targeted Notifications with Watchlist Integration: Pairing this feature with the Watchlist allows you to control who receives updates and exactly when, making communication precise and proactive.

Use Cases:

• Etch Number Provided: When an Etch Number is added, team members receive an immediate update, ensuring that registration can proceed without delay.
• Licensing Completion: Automatically notify the relevant team members as soon as licensing tasks are completed, streamlining the final steps in the delivery process.

With Notify on Change, stay informed on task progress and ensure team members are updated in real time where it matters most.

We’re excited to roll out the 2nd Salesperson option for split deals, now available under General Settings. This feature allows you to add a second salesperson to a deal, making it easier to recognize and manage split deals. Additionally, the Delivering Representative role remains available for added clarity on who is responsible for delivery.

How It Works:

• Enabling Split Deals: This will be on by default but can be disabled under your dealership's General Settings.
• Seamless Coordination: With this feature, you’ll have clear visibility on all personnel involved in a deal, ensuring both salespeople are recognized and included in delivery communications.

Use Cases:

• Collaborative Sales Deals: Perfect for cases where two salespeople have contributed to the sale, ensuring each person involved stays informed throughout the delivery process.

Introducing the In-Service Date optional field, now available under the dealership’s General Settings. This field provides a designated place to capture the In-Service date of the vehicle being delivered, allowing for precise record-keeping and enhanced delivery tracking.

How It Works:

• Enabling the Field: Within General Settings, toggle on the In-Service Date option to add this field to your delivery records.
• Accurate Record-Keeping: The In-Service Date field ensures a reliable way to document when each vehicle officially enters service, supporting warranty tracking and post-sale services, without the need to access other systems.

We’ve made significant updates to improve the experience of using Delivery Hub on mobile and tablet devices! With reworked button and table sizing, this enhancement ensures a smoother, more intuitive view across all devices.

What’s New:

• Optimized Sizing: Buttons and tables have been resized for easier navigation and readability on smaller screens, making the Delivery Hub more user-friendly on mobile and tablet browsers.
• Accountability on the Go: One of Dealer by Design’s core principles is accountability. Now, the History function is fully viewable on any device, so you can access detailed records wherever you are.

Use Cases:

• In-the-Field Access: Sales and delivery teams can seamlessly check updates and task statuses on mobile devices without sacrificing functionality.
• Instant History Access: Managers can review activity logs from any device, allowing for quick accountability checks even when away from a desktop.

We’re excited to introduce Delivery Property-Based Tasks – a new task type that adapts based on key delivery properties. Currently enabled for Condition and Finance Type, this feature allows specific tasks to be automatically added based on selections like New vs. Used vehicle condition or Lease vs. Finance delivery type.

How It Works:

• Dynamic Task Assignment: When scheduling a delivery, selecting a condition (New or Used) or finance type (Lease or Finance) will automatically add related tasks to your checklist.
• Enhanced Customization: Customize workflows by creating tasks specific to each property type, ensuring that teams handle each delivery type with the right steps and attention.

Use Cases:

• Condition-Based Tasks: When a Used vehicle is selected, tasks such as “Safety” or “Used clean” can be auto-added to ensure thorough preparation.
• Finance Type-Based Tasks: For deliveries marked as Lease, specific finance-related tasks can be added to facilitate smooth processing and compliance.

We’ve expanded our status tracking with the introduction of 'Pending 2', a new color status option. This update allows for more nuanced tracking of vehicle progress with an enhanced color sequence: orange -> yellow -> purple -> green -> grey. The additional status step gives teams greater clarity in managing processes, ensuring nothing is missed along the way.

How It Works:

• The new 'Pending 2' status will automatically be available within your task (static tasks) and forms (dynamic tasks) settings. When tasks associated with the Pending 2 stage are all marked as complete, it will display as purple in the status bar.

• You can easily update or customize the status flow from the task and form settings, giving your team a clearer roadmap from start to finish. If you require settings assistance, book some training time!

Our new optional '3rd Row' feature enhances visibility by adding a row to the dashboard card. This additional row displays crucial vehicle information, such as the year, make, and color, helping users quickly identify key details without extra clicks. Designed to streamline processes, this feature improves organization and allows for faster reference during decision-making or follow-up actions.

How It Works:

• To enable the 3rd Row, simply toggle the option within your settings. Once activated, a new row will automatically appear on each vehicle's dashboard card, featuring the vehicle's year, make, and color. This feature can be enabled or disabled depending on your dealership's workflow preferences.

Introducing the Funding Trackers, which allows you to track the task status by utilizing the colouring of the L, C, or F icon.

How It Works:

• Accessing Funding Tracker: Within General Settings, you will want to toggle 'Enable Deal Funding'
• Dashboard Representation: When enabled, the funding type icon (L,C or F) will be coloured based on the deal funding status dropdown.
  • Grey = Not Funded
  • Red = Issues
    Black = Complete

• Dropdown Selector: Available within the deal jacket overview, beside the Delivery status dropdown. 

Introducing the new form item property, Required, now available in Settings -> Forms. This feature allows you to require certain sub-fields to be completed if the top-level item checkbox is selected.

How It Works:

• Accessing the Feature: Navigate to the forms management section in your settings.
• Setting as Required: Select edit on the sub-item you wish to require. Set 'Required' as 'Yes' and save.

This feature is helpful for many reasons, such as requiring a part number or selecting a product type. While History creates accountability, this ensures forms are completed as needed.

Introducing Digest Notifications, a new option for delivering email updates to users. This feature provides an alternative to instant notifications, allowing dealerships to receive consolidated updates at a frequency of their choosing.

How It Works:

• Enabling Digest Notifications: Navigate to the general settings menu and enable the digest notifications feature for the dealership.
• Setting Frequency: Choose how often you would like to receive the update emails (e.g., daily, weekly).
• Consolidated Updates: Our system will gather all necessary changes during the selected timeframe and send one comprehensive email, instead of sending an email for every individual update as with instant notifications.
• Email Structure: The digest email will group all new scheduled deliveries together, followed by a summary of all updates.

This feature helps reduce email clutter and ensures that you receive all relevant information in a more organized and manageable format.

Introducing the new Suppress Form Notifications feature, designed to give you greater control over your form-related alerts. This feature allows you to suppress notifications for specific forms, streamlining your workflow and focusing on what matters most.

How It Works:

• Accessing the Feature: Navigate to the forms management section in your settings.
• Suppressing Notifications: Select the form you wish to suppress notifications for and enable the "Suppress Notifications" checkbox. This will prevent any email alerts related to changes for that specific form.

This feature is particularly useful for managing form-related notifications, ensuring that only critical alerts are received, and helping you maintain a clean and organized workflow.