Dealership Paperwork Tracking
Dealership paperwork tracking that doesn't fail at the handoff
Paperwork is where deliveries quietly die. Stips outstanding, signatures missing, registration not pulled. DealerIQ tracks every paperwork signal on the delivery card so missing items surface days before the appointment — not at handoff.
Hernandez · 2022 F-150
4:00 PM · Sales: Marcus
Chen · 2024 CR-V
4:30 PM · Sales: Priya
Patel · 2023 RAV4
5:00 PM · Sales: Jordan
The 'paperwork's coming' problem
Stips chased by email. Signatures gathered in person. Registration handled by 'whoever's free.' The work is real, but the tracking is informal — and the missing item only surfaces when someone tries to deliver.
The customer waits. The store improvises. The pattern repeats.
Every paperwork item, tracked and owned
DealerIQ tracks every paperwork item per delivery — stips, signatures, registration, plates, payoff, insurance — with a status and an owner. Items flow onto the same delivery card sales is using.
When a signature is missing two days before the appointment, the card flags it — and the owner gets a chance to chase it before the customer is in the showroom.
What's inside
Per-delivery paperwork checklist
Every required item tracked with status and named owner.
Back-office two-way sync
When back office reverts a status, the sales checklist flag clears automatically.
Stips default N/A
Stips default to N/A so they don't trigger false at-risk flags.
Registration and plates
Plate state tracked with two-way sync to back office.
Payoff and title tracking
Trade-in payoff and title state visible on the card.
Audit trail
Every change is timestamped to a named owner.
Why DealerIQ
- Paperwork is part of the delivery card — not a separate folder.
- Back-office state syncs both ways so the board never lies.
- Stips default N/A — no false flags.
Frequently asked questions
What is dealership paperwork tracking?
Dealership paperwork tracking is the operational practice of treating every signature, stip, and back-office task as an explicit item with a status and an owner — so missing paperwork surfaces days before delivery, not at the handoff.
How does this work with my DMS?
Your DMS owns the deal record. DealerIQ tracks the operational paperwork state — which signatures and stips are outstanding right now — and surfaces it to the delivery card.
Will my back office have to double-enter?
No. Back office works in its own view; status changes sync to the delivery card automatically, and changes from sales sync back.
Does DealerIQ work on mobile for the recon and detail crew?
Yes. Recon, detail, and lot crew run DealerIQ on a phone — large tap targets, one-thumb operation, and only the jobs they own. Managers get the full desktop command center.
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