Today
🔎
New leads — act on these first 0
⚠ Overdue follow-ups 0
Due today 0
Leads
Customers
Used Market
Match people who want a used cart with trade-ins coming in — sell the trade, then sell the new cart.
◎ Looking for a used cart 0
⇄ Trade-ins / carts for sale 0
Deals
Sold → Built → Scheduled → Delivered → Submitted → Audit ✓ → Accounting ✓. BiT stays the deal jacket — this is where deals can't fall through the cracks.
Quotes
Quotes point, deals hold. Q-numbers are their own series — a quote never burns a deal number. Customer says yes → one tap becomes the deal, nothing re-typed.
In Shop
Builds and in-shop service — one queue, worked by promised date. Drag ⠿ to reorder undated jobs.
Backlog — builds + in-shop service 0
Request a part, tool or shop supply
Open a shop ticket
Outside Service
The road calendar — click a day to schedule a delivery, work order, or drop-off (you'll see what's already booked). Deliveries auto-feed from scheduled deals; pickups flip to the shop board on arrival.
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Work Orders
Create a work order without putting it on the calendar — it waits in the backlog until you schedule it. Plus a log of completed stops to look back on.
Parts & Warranty
Track ordered parts and warranty claims — ticket numbers, tracking, received date, customer notified.
Parts & Warranty log 0
History
Closed months with their totals, plus the service & parts log. Months close per store — use the store switcher on the left.
Owner's View
The business at a glance — money, pipeline, mix, funnel. Use the store switcher on the left to focus one store. Sales logins never see this tab.
Accounting
Every deal's purple section on one screen — type across a row, hit ✔, move it down the chain. This is where accounting works — the purple section for every deal, one screen.
Comms Board
Team comms — sales, service and managers. Post a message, pick who it's for, reply in the thread, mark it resolved. Tag it to an account to keep that account's thread together.
Inventory
Do we have one, right now — and if not, when? Every cart, all stores, new + used. Reserve it on the deal and it can't be sold twice.
In stock by model & color — the fast answer. Tap a number to see those carts; gray = none here, but incoming.
Order what sold — sold & delivered last 30 days vs what's on the lot. A suggestion, not an auto-order.
Accessory inventory
Customer add-ons we sell & install — what's on the shelf, what to reorder. Reorders size off what sold on deals.
Suggested orders — at or below the reorder point, sized off the last 60 days of deal sales. A suggestion, not an auto-order.
Part inventory
Service & repair parts consumed on work orders — what's in the bin, what to reorder. Reorders size off what got used on work orders.
Suggested orders — at or below the reorder point, sized off the last 60 days of work-order use. A suggestion, not an auto-order.
Import
Bring in a location's lead sheet, or an existing customer book (BiT export) — LOADOUT maps the columns automatically.
Lead sheet
DROP YOUR LEAD SHEET HERE
or click to choose a file (.xlsx, .xls, .csv)
Customer book (from BiT)
Bring an existing customer list into Command so work orders pre-fill name, address, phone, email and their cart when you type. Creates customer records + their carts only — no deals. Run one store at a time.
DROP YOUR BiT CUSTOMER EXPORT HERE
or click to choose a file (.xlsx, .xls, .csv)
Cart inventory (BiT stock report)
The BiT inventory print report (Stock # / Serial / Make / Model / Color / Date / Total Cost / Total Retail) — loads the board with what's sitting on the lot. Already-imported stock #s are skipped, so re-running is safe. One store at a time.
DROP THE BiT INVENTORY REPORT HERE
or click to choose a file (.xlsx, .xls, .csv)
Settings
Catalog & Settings — the one place to customize everything the app runs on: taxes & DMV fees, store info, models, accessories, carts, and your chart of accounts. What you can open & change here follows your role’s permissions.
Payments & A/R
One spot to FIND money — invoices, work orders, deals, payments — then open the record to adjust it. What you can open here follows your role’s permissions.
🔍 The finder — invoices · work orders · payments, one spot
Daily ledger — payments received
Service — left to collect
Deals — left to collect
Deposits held — sold, not yet delivered
Every deal payment
Paid
to