Dealership Workflow Management
Workflow management built for the modern dealership
Workflow management at most dealerships means a process doc in a binder. DealerIQ makes the workflow live — every step instrumented, every owner named, every state transition enforced on a single board.
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
A process doc that nobody follows
Every store has a 'delivery process.' Few stores actually follow it. The doc lives in a binder. The actual work happens on a whiteboard and in a group chat.
The gap between the doc and the reality is where slips, missed handoffs, and CSI damage live.
The workflow IS the system
DealerIQ doesn't ask people to follow a separate process doc. The workflow is the board: every required step is a state, every state has an owner, and every transition is enforced.
When the workflow says 'recon ready before prep starts,' the system enforces it. When something has to be overridden, it's logged.
What's inside
Workflow-as-board
The workflow is the operational board, not a separate doc.
State transitions enforced
Cannot mark ready until prerequisites are met.
Owner per state
Every state has a named owner.
Audit log
Every transition timestamped and visible to the GM.
Configurable per rooftop
Workflows configured per rooftop without losing the spine.
Manager exceptions
Overrides gated by manager permissions and an audit reason.
Why DealerIQ
- The workflow runs on the board — not in a binder.
- State transitions are enforced and logged.
- Configurable per rooftop without forking the product.
Frequently asked questions
What is dealership workflow management?
Dealership workflow management is the discipline of defining, instrumenting, and enforcing the operational workflows that move a deal to a delivered car — sold, finance, recon, back office, prep, delivery.
How is this different from a generic workflow tool?
Generic workflow tools are blank boards. DealerIQ ships with the dealership delivery workflow built in — including the gating, the owner roles, and the manager exceptions that match how stores actually run.
Can different rooftops use different workflows?
Yes. Each rooftop configures the variable parts (stips, back-office tasks, prep) while the end-to-end spine stays consistent for org-wide reporting.
How is DealerIQ different from a DMS or CRM?
A DMS owns deal paperwork and inventory accounting. A CRM owns the lead-to-sold pipeline. DealerIQ is the live operational layer between them — the delivery board where sales, finance, recon, and back office coordinate readiness in real time.
Related from DealerIQ
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