Delivery Readiness Workflow
A delivery readiness workflow that the whole store actually runs
Delivery readiness is a workflow, not a status. DealerIQ defines that workflow end-to-end — sold deal, finance, recon, back office, prep, customer confirmation — and runs every delivery through it 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
Every store invents its own workflow — badly
Most stores run readiness as a sequence of verbal handoffs: sales tells F&I, F&I tells back office, back office tells recon, recon tells detail. Each handoff is a chance for the signal to die.
Without a defined workflow, every delivery is run from scratch and every slip is a 'we'll do better next time.'
A defined workflow, instrumented and enforced
DealerIQ ships a delivery readiness workflow tuned for dealerships — every required step, every named owner, every state transition. Stores configure the parts that vary (which stips, which back-office tasks) but the spine is the same.
Every delivery runs through the same workflow. Every slip is visible. Every owner is named. Every override is logged.
What's inside
End-to-end workflow
From sold deal through vehicle ready confirmed — every step named.
Configurable per rooftop
Each rooftop configures stips, back-office tasks, and prep requirements.
State transitions enforced
Cannot mark ready until every required signal is true.
Owner per state
Every state has a named owner — accountability is built in.
Manager override audit
Overrides require manager permission and an audit reason.
Daily briefing
GM starts the day with a single workflow status report.
Why DealerIQ
- A defined workflow, not a blank board to fill in.
- Configurable per rooftop without losing the spine.
- Overrides are rare, audited, and visible.
Frequently asked questions
What is a delivery readiness workflow?
A delivery readiness workflow is the defined sequence of operational steps that move a sold deal to a completed handoff — finance, recon, back office, prep, customer confirmation. A good workflow names the owners and enforces the state transitions.
Can the workflow be customized?
Yes. Each rooftop configures which stips, back-office tasks, and prep requirements apply. The end-to-end spine — and the readiness gating — stays consistent.
What does 'vehicle ready confirmed' actually mean?
It means every signal required by the workflow is true: recon ready, finance signed, paperwork complete, plates handled, customer confirmed. Until all of them are true, the delivery cannot be marked ready.
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.
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