Auto Dealer & Service Centre app
Run vehicle sales and your service workshop, from first enquiry to the next service, right beside your WhatsApp chats.
Install it from the marketplace inside Scratchboard, then change anything to fit how you work.
Built for
- New car dealerships
- Two-wheeler dealers
- Used-car dealers
- Independent service centres and workshops
- Dealers with both a showroom and a workshop
- Modules
- 8
- Automations
- 44
- One-click actions
- 39
- Reports
- 13
- WhatsApp templates
- 15
Sound familiar?
The everyday problems the Auto Dealer & Service Centre app takes off your plate.
Leads go cold after the first chat
Buyers ask for a price on WhatsApp, then nobody follows up at the right time, and the sale goes to another dealer.
Workshop approvals by phone
Extra work found during a service is agreed on a call. Later, the customer disputes the bill and nobody has a record.
Customers forget the next service
Service, insurance and PUC dates sit in a register, so reminders go out late and repeat business drops.
How it works
From the first message to a finished job, step by step.
- 1
Lead
A lead is created from the WhatsApp conversation with the model and source, and shared out among the sales team in turn. A welcome message goes out and follow-ups are scheduled.
- 2
Test drive
Book a test drive on the calendar. The same demo car cannot be booked twice for the same time. The customer gets a confirmation, a reminder and a feedback request.
- 3
Quotation
Send an on-road quotation as a PDF: ex-showroom price, RTO, insurance, accessories, warranty, discount and exchange bonus. Discounts above your limit go to a Team Lead for approval.
- 4
Booking and delivery
Book the vehicle and move it through finance, registration, PDI and delivery, with payments, receipts and a delivery checklist. Stock drops only at delivery.
- 5
Service
Delivery creates the customer's vehicle with its first service due. Book services, check vehicles in, send estimates for line-by-line approval, then mark them ready and delivered.
- 6
Next visit
Service-due, insurance and PUC reminders keep customers coming back. Feedback after each visit sends happy customers a review link.
What's inside
The records the app sets up for you, already linked together, with forms, lists, boards and dashboards.
Leads
Every sales enquiry, from New through Contacted, Test drive and Quotation to Booked, Delivered or Lost, with source and model.
Test drives
Bookings of demo cars on a calendar, with confirmations, no-shows and feedback. Overlapping bookings of the same car are refused.
Bookings
Sold vehicles through finance, registration, PDI, ready and delivered, with payments, refunds and a waitlist flag.
Models
Your models and variants with prices and stock. Dealer costs are hidden from staff.
Customers
One record per customer, shared by sales and service, with their vehicles and history.
Vehicles
Each customer vehicle with odometer, service due date and km, insurance and PUC expiry, and service status.
Service jobs
Each workshop visit, from Booked and Checked in through Estimate and In progress to Ready and Delivered, with job type and payment status.
Estimate lines
Parts and labour proposed for a job, each approved or declined by the customer. Line costs are hidden from staff.
Runs itself
Automations that are switched on when you install the app.
- New leads are shared out among the sales team in turn, with a welcome message
- Lead follow-ups 1, 3 and 7 days after the last step, then the salesperson is asked to close or mark the lead lost
- A second booking of the same demo car at an overlapping time is refused
- Test-drive reminder about 3 hours before, and a feedback request afterwards
- Discounts above your limit wait for a Team Lead's approval
- Delivery reduces stock and creates the customer's vehicle with its first service due
- Service reminder the evening before the slot, and one reminder if a ready vehicle is not collected
- Work added after the estimate is approved goes back to the customer for approval
- Service-due reminders 7 days before, on the due date and 14 days overdue, by date or km, whichever comes first; paused while the vehicle is in the workshop
- Insurance renewal reminders 30 and 7 days before expiry, and PUC reminders 7 days before and on the day
From the chat
What your team does without leaving the conversation.
- Create a lead, share a brochure and book a test drive
- Send the quotation PDF and request a discount approval
- Book the vehicle, record payments or create a Stripe payment link
- Book a service, check the vehicle in and update the odometer
- Send the estimate and record the customer's approval line by line
- Mark the vehicle ready and deliver it
Inside the 24-hour window, messages go out automatically. Outside it, the app uses approved WhatsApp templates, or asks your team to send the message by hand.
Documents, reports and roles
Ready on day one, and yours to change.
Generated from the record and sent on WhatsApp in one click.
- Quotation
- Booking receipt
- Job card
- Estimate
- Service invoice
For owners and managers, with a ready dashboard.
- Lead funnel by model
- Conversion by source
- Lost reasons
- Deliveries per month
- Waitlist by model
- Service revenue per month
- Advisor performance
- Estimate approval and deferred work
- Service-due pipeline
- Repeat visits
- Insurance and PUC expiring
- Stock and allocation
- Dealer overview dashboard
Everyone sees only what their job needs.
- Auto ManagerEvery lead, booking, vehicle, service job and estimate line, plus dealer and line costs, values, reports and settings.
- Team LeadThe team's leads, test drives, bookings, jobs and lines, and every customer, vehicle and model. Approves discounts and deliveries on credit, and sees costs.
- Sales StaffTheir own leads, test drives and bookings, and every customer and vehicle. Models and service history are read-only. No costs and no deletes.
- Service StaffTheir own service jobs and estimate lines, and every customer and vehicle. Sales records are read-only. No costs and no deletes.
Questions
Common questions about the Auto Dealer & Service Centre app.
Do I need WhatsApp to use the Auto Dealer & Service Centre app?
No. The app works in Scratchboard on its own. Connect a WhatsApp number through the Libromi Team Inbox to work from the chat sidebar and send quotations, estimates and reminders automatically.
Can I use it for the showroom and the workshop together?
Yes. Sales and service share one customer and vehicle list. A delivered vehicle moves straight into the service side with its first service due.
How does estimate approval work?
Each estimate line is approved or declined by the customer. If more work is added after approval, the new lines go back to the customer before work goes ahead.
Can my staff see dealer costs?
No. Sales and service staff see selling prices only. Dealer and line costs are visible to the Auto Manager and Team Leads.
Does it work with the Insurance Agency app?
Yes. A vehicle can be linked to a policy in the Insurance Agency app. When it is, this app's insurance reminders stay silent so the customer is not reminded twice.
How are WhatsApp messages sent outside the 24-hour window?
Inside the 24-hour window, messages go out automatically as normal WhatsApp messages. Outside it, the app uses its 15 WhatsApp message templates, which are submitted for Meta approval when your workspace is linked to the Team Inbox.
Can I change the stages, fields or messages?
Yes. Everything the app installs can be edited with the visual builders or by asking the AI Builder, for example to add a booking stage or change your service intervals.
Works well with
Other apps businesses like yours install alongside it.
Ready to try the Auto Dealer & Service Centre app?
Start a 7-day free trial and install the Auto Dealer & Service Centre app, or book a demo and we'll walk you through it.