Dashboard Overview
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Welcome
Quick Overview
Active Inventory
0
in stock
This Month Sales
0
deals written this month
Pending
0
deals written, not yet Finalize & Done
In Transit
0
units on the way to the lot
Needs Attention
Gross Profit
$0.00
on deals Finalize & Done this month
In Recon
0
units in reconditioning right now
Title Pending
0
active units still waiting on a title
Modules
Inventory Value
$0
0 Units in Lot
Active Deals
0
open BHPH accounts
Monthly Revenue — This Month
$0
Net Sales & Payments
BHPH Receivables
$0
Outstanding Balance
Monthly Cash Flow & Profit Trend
YTD FinancialsRecent Activities
| Vehicle / Photo | Stock & VIN | Specs & Trim | Cost / Price | Status | Days in Stock | Post on Website | Actions |
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One shop, two buckets that never mix: Recon (your lot cars — finished cost rolls into the vehicle's total investment) and Customer (their cars — printable estimate & invoice, never touches inventory cost).
New Repair Order
WAITINGNew customer — saved as a customer record when you save this repair order
Name, address, phone and email are all required — most states require them on the customer's record and repair paperwork.
Labor
Parts
Picking a stocked part fills its cost/price. Quantities come off the shelf when the job is marked Done — once.
Running total: $0.00
Parts Inventory
Technicians & Labor Rates
Rates here are the shop's own setting per dealer — labor lines copy the assigned tech's rate and can be adjusted per job.
Settled buyers — a marketing relationship, not a working list. BHPH buyers join this page when their account is paid off and closed.
Only For Sale units can be desked — a Pending, In Transit or Wholesale unit has to be moved to For Sale on its vehicle record first.
Walk-in — new customer, saved as a customer record when the deal is executed
Name, address, phone and email are all required — most states require them on the customer's record and deal paperwork.
Starts on whoever the lead is assigned to. Change it here and the commission follows the salesman you pick — on the deal, in Payroll, everywhere.
Your call on every deal — signing rules differ by state and by lender. The dealership default is set in Admin → Website Content.
Lienholder — prints on the bill of sale, contract and title paperwork
The expiration date drives the insurance alerts (5 days and 3 days out) and the account's insurance status light.
Title and tag fees are the buyer's, collected in cash at signing — never financed, and never part of the taxable amount. The amounts pre-fill from your Admin defaults; change them per deal whenever the real fee differs.
When the buyer's previous vehicle was totaled by insurance and this purchase replaces it, the credit from the old vehicle comes off the tax owed on this deal. It reduces the tax only — never the price — and the tax never goes below $0. It prints as its own line on the deal.
Only when the customer does NOT carry the required insurance. CPI is a flat monthly charge added on top of each payment while it's in force — it is not financed and earns no interest. CPI drops off when the buyer provides their own insurance, and the payment drops by the CPI amount.
Deal Structure Summary
Calculated breakdown including principal, tax, and interest
Total Vehicle Price
$0.00
Amount Financed
$0.00
Monthly Payment
$0.00
Total Loan Cost
$0.00
Amortization Schedule Preview (First 6 Months)
| Pmt # | Loan Payment | CPI | Total Due | Principal | Interest | Remaining Balance |
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The owner/manager sets the goal (units and/or dollars). The board shows sold so far, pace for this point in the month, and what's left to hit it. Salesmen see their own goal and progress.
Total Revenue (Gross Inflow)
$0.00
Operating & Vehicle Cost
$0.00
Net (Posted Entries)
$0.00
General Journal
| Date | Transaction Details | Category | Money In | Money Out |
|---|
Projected Inventory Profit & Loss
Every unit in active inventory (For Sale, Pending, In Transit, Wholesale): asking price — the sale price where a sale is active — less total investment (purchase cost + expenses) per vehicle.
| Vehicle | Asking Price | Total Invested | Projected Profit |
|---|
Computed live from your inventory, deals, ledger, and garage data — no separate report run needed.
Each report below has its own search box, its own dates and its own Print button — change or print one report and the others stay put.
The dated reports — Payments Collected, Sales, Sales Tax Collected, Payroll, Reversed Payments, Deal Desk Log and Charge Offs — each follow the dates in their own heading. Delinquency, Inventory Aging, Floor Plan and the Title Report are snapshots as of today. At the end of the quarter, the Sales Tax Collected total is the number you remit — no figuring.
Past-due BHPH accounts, sorted by days past due. Log every contact, set a promise-to-pay (amount + date), and work the list top-down. Current accounts are counted below the list, not in it. Accounts sent out for repossession sit in their own section at the bottom.
Payment Reminders (Simulated)
Demo only: reminder texts are simulated here — nothing is actually sent. Turn the real reminder schedule on/off in Settings → Payment Reminders (5 days and 3 days before the due date).
Every car that is sold and accepting payments lives here — not in Inventory. Click a line to open the full account record.
Vehicles sold outright — cash and bank-financed deals — newest first. Sold cars are not inventory — this is their home. The buyers live on the Customers page (a past buyer is a marketing relationship); vehicles sold on BHPH paper live on BHPH Accounts while their accounts are open, and their buyers join Customers when the account is paid off and closed.
Cars that came back on a tow truck live here — not in active inventory and never on the website. Mark each car: Hold for Redemption (the customer may still redeem it), Restock (send it back to Inventory to prep and sell again), or Hold for Wholesale (it leaves through the wholesale panel). Redemption and Wholesale holds stay on this lot until they resolve; Restock is one click and the car leaves the lot.
Demo preview of the phone app included with a DriveMax subscription. It is kept simple on purpose — one job: stock in the cars you buy, right from the auction lane.
DRIVEMAX
Mobile App
Signed in — DriveMax Motors
DEMO sign-inTap the DriveMax icon on your home screen and you're in — no web address, no username, no password to type.
Full DriveMax opens on your computer — this app is for stocking in cars from your phone.
0
In Transit
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Added from the app today
Auction Quick-Add
Bought a car at the auction? Scan it, snap it, stock it — it's in your inventory before you're back at the office. Price, recon, and the write-up finish on the vehicle record at the desk.
Demo: the scan is simulated — in production this button reads the barcode with your phone's camera.
A few quick shots in the lane — better photos can replace them at the office.
Prefilled from the company's terms — the same rule as desktop intake.
Get This App on Your Phone
DriveMax
This is the icon that lands on the home screen — one tap and you're in, still signed in.
This page is where the Get the app link in your welcome email lands. Pick your phone:
Android — Chrome
- Open this page in Chrome on your phone.
- Tap Install when Chrome offers it (or the ⋮ menu → Install app).
- The DriveMax icon lands on your home screen — tap it any time; you're already signed in.
iPhone — Safari
- Open this page in Safari on your iPhone.
- Tap the Share button (the square with the arrow pointing up).
- Tap Add to Home Screen, then Add — the DriveMax icon is on your home screen, signed in and ready.
How it works in production: the scan reads the barcode with your phone's real camera, the VIN decodes free through NHTSA, and every car you add saves straight into your DriveMax account. Back at the office, the full intake — price, recon, description — finishes on the vehicle's record, just like any other car.
DriveMax Mobile App — demo preview
DriveMax User's Guide
Plain-language how-tos for the everyday jobs. Most dealers learn the whole system from this one page — and the AI assistant "Auto" answers questions from this same guide on your website.
Add a vehicle
Go to Inventory & Photos → Add Vehicle. Type or scan the VIN and the year/make/model fills itself in. Add your cost, any recon expenses, and photos — the asking price and your total investment stay side by side so you always know your real cost basis.
Work a lead
New website leads land in the Sales Manager's Unassigned queue at the top of CRM & Leads. The manager picks a salesman for each lead; salesmen only see their own leads. On any lead you can: click the phone number to open the chat screen and text back and forth, click Email to send a message, or hit Request Credit App to text/email the customer a credit application link — the finished app saves itself to their record as a printable PDF.
The credit application
Customers can also fill out a credit app themselves when they inquire about a car on your website. Either way, the completed application shows up on the customer's record — open it, read it, print it. On the Documents tab you'll also find blank and filled generic sample forms (bill of sale, installment contract, odometer statement, power of attorney, FTC Buyers Guide, credit application) for reference.
Desk a deal
Open Desking & Calculator, pick the vehicle and customer, and structure the deal. If the customer doesn't carry the required insurance, flip on the CPI block — company name and the monthly charge — and that flat charge is added on top of each payment while CPI is in force (never financed, and it drops off when the buyer provides their own insurance). Selling a service contract? Flip on the extended warranty line (provider, term, price, your cost, financed or paid up front). Finalize and the deal posts to the ledger and the paperwork fills itself in under Documents.
Take a payment
Customers pay in the Payment Portal — pick the account, enter the amount, done; the balance and ledger update themselves. If the customer wants it hands-free, turn on Autopay on their account (their choice, with their card on file) and the payment pulls itself on the due date. Past-due accounts collect themselves into the Collections worklist, sorted by days late, with promise-to-pay tracking.
Run reports & set the forecast
Reports shows inventory aging, delinquency buckets, profit per vehicle, sales tax by county, and recon cost per vehicle — all computed from the data already in the system. In Admin → Forecast Goals the owner sets the month's goal (units and/or dollars), and on the Forecast tab everybody can see the pace: sold so far, where you should be by today, and what's left to hit it.
Your website wording
Under Admin → Public Website Content you write your own welcome paragraph and About text in your own words, plus two plain-English search fields: what Google shows under your name, and the towns and areas you serve. The system handles the technical search setup underneath — your local words are what make your site yours.
Website look, inventory filters, campaigns & Auto
In Admin → Public Website Content you pick your website's look (Classic Lot, Coastal Carolina, Rural Heartland, Western, or Blue Ridge), its headline, tagline, and services strip, plus which sections show. On the website itself, shoppers filter the inventory by body type, price, make, year, and keyword — so mark each vehicle's body type when you add it (the VIN decode suggests one; your pick is final). Every vehicle's page leads with a written description: draft it from the facts in the vehicle form, then rewrite it in your own words — specs still list underneath. The Campaign card in Admin turns your words into a Facebook post, an email, and a text: generate your own any time, or let Auto draft one free campaign each month. Auto's own card in Admin holds his on/off switch, his name, and his duties. And the Dashboard and Reports now draw the charts dealers ask for — with the real numbers printed right beside them.
The Garage
The Garage tab runs your recon and service work: repair orders, parts, technicians, estimates and invoices. Recon costs roll into the vehicle's cost basis automatically. (A full repair-shop system is the separate DriveMax Repair product; the Garage is the dealer's built-in shop tool.)
Payment Portal
Take a payment on an open BHPH account — the same account record the customer sees in My Account.
Autopay is OFF for this account.
The customer's choice, in their words: "I authorize the dealer to charge my card on file on each due date. I can turn Autopay off at any time."
Card on file: —
How the customer paid — stamped on the payment in their history. (Portal payments stamp themselves from the customer's own page; Autopay stamps its own runs.)
Dealership Profile & Square Web API Configuration
Square API Web Payments Configuration
Payment Reminders (Text Messages)
Automatic courtesy texts before a BHPH payment comes due. Demo: reminders are simulated on the Collections screen — no texts are actually sent from this demo.
Customers must have opted in to text messages. STOP/opt-out is honored automatically by the texting provider in the live system.
Administration
Permission Denied
Only users with the Administrator role can access the Admin panel. Switch "Viewing as" above to an Administrator to manage users and website content.
User Management
| Name | Email / Phone | Role | Pay | Status | Actions |
|---|
Public Website Content
This content appears on your customer-facing inventory website (sidebar → View Public Site).
A PNG or JPG with a transparent or white background looks best. In the live system the file is stored on your own site; in this demo it saves with your website settings, like your vehicle photos do.
The theme, the style and the logo apply the moment you tap or upload them. Headline, tagline, services and the switches save with the Save Website Content button below.
Shows at the top of your homepage, in your own voice. Leave blank to use the standard welcome.
One or two sentences. This is the text under your dealership's name on Google.
Shown on your homepage and used for local search. The system handles the technical search setup underneath — your local words are what count.
Every vehicle's Buyers Guide follows this default unless that vehicle's own record says otherwise (Edit Vehicle → Buyers Guide). The Buyers Guide prints when a vehicle is stocked in and from the vehicle record any time.
Preselects the signing-method radio in Desking. The dealer can change it on every deal — signing rules differ by state and by lender, so the choice stays per deal.
Forecast Goals
Set the month's goals here. Salesmen see the results on the Forecast tab.
Extended Warranty Companies
The extended warranty companies you write with — add every one you use. This list is the Provider pick on the desking calculator's Service Contract line. A deal keeps the provider name recorded on it even if you rename or remove the company here later — history is never rewritten.
Click a company's name to rename it; the × removes it from the list (deals already written with it keep its name).
Bring Your Data Over — Import (CSV)
Switching from another system? Export your inventory, your customers, or your BHPH accounts as a CSV file and bring them over yourself: pick the file, check how its columns line up with ours, see exactly what will import and what will be skipped (and why) — and only then press Import. Every import is logged below with the original file kept, and every import can be undone.
Demo note: in this demo the file you pick is read right here in your browser, and the original file is kept in this browser's demo storage with its import. In the live product the same walk runs the same way, and the original file is archived on your account on the server.
Import log
Support Tickets
Every ticket this account has opened with DriveMax support — its number, when it went in, and where it stands. In the live product a new ticket goes straight to DriveMax support (info@drivemaxdms.com) and replies come back to your email; in this demo the ticket is recorded here only, and no replies are simulated — a ticket's status changes only when you mark it closed.
No ticket needed? Email info@drivemaxdms.com or call (854) 236-6444.
Auto — Your Dealership Assistant
Your assistant wears your dealership's name on his shirt; the DriveMax name stays on his hat. He works only the duties you hand him — and the name is yours to pick: whatever you call him is what shows in the morning briefing and your campaigns.
His duties
Campaign — This Month's Message to Your Customers
One campaign a month is included with your subscription. Write what you want to say, then either generate it yourself right now, or hand it to Auto and let him draft it for you. Every campaign comes back as a Facebook post, an email, and a text — copy whichever you use.
Floor Plan Companies
The terms each floor plan company lends on. Every number here is entered by you — each lender's terms differ. A vehicle marked Paid By → Floor Plan inherits its company's terms, and Reports → Floor Plan works out amount floored, interest accrued, curtailments, and days left to maturity from them. Curtailments are scheduled principal paydowns: at a vehicle's age in days, that percent of the original amount floored comes due.
Add a floor plan company
DMS56: a line prices one way — APR lines accrue on the advance; flat lines accrue the daily dollars. Curtailment points below take a % of the advance or a flat $ amount.
Repossession — Default Recovery Company
The recovery company printed on a Repossession Authorization & Hold Harmless unless you override it for that assignment. The agent's name is entered per assignment.
The saved company pre-fills every Repossession Authorization & Hold Harmless — assign a repo from an account and the form is already filled in.
BHPH Late Fees
Your late-fee rule for buy-here-pay-here accounts — your numbers, change them any time. When an installment passes its due date plus your grace days, ONE fee is assessed for that installment: automatically, once, and logged in the account's notes. Fees are charges on the account — they show in the customer's amount due and payoff, never inside the loan balance. Changing the rule changes future assessments only; a fee already assessed keeps its amount unless you waive it on the account record. The manual Add Late Fee on a customer record still works for one-offs.
In-House Customer Credit Evaluation
Every buy-here-pay-here account carries a In-House Customer Credit Evaluation — the customer's own payment rating, figured live from their payment history. Each payment is graded by how late it was: green (Good) within 5 days of its due date, yellow (Fair) 6–15 days late, red (Poor) 16 or more days late. The number under each light counts that account's payments in that band, and the light that stays lit is the rating by average — an account currently 30 or more days past due lights red no matter what its average says. You always see the In-House Customer Credit Evaluation on the customer's account page and in the Dashboard's Customer Payment History chart. Whether your customers see it on their own account page is your call:
Dealer-side only — the evaluation never appears on the customer's own account page, and there is no switch for it. A customer who is behind sees the plain fact on their page instead: the number of days they are past due.
Deferment Agreements
When a buy-here-pay-here customer gets behind, a Deferment Agreement moves the payment that is due to the end of the loan — it becomes the last payment, the term stretches by one payment, and the account can stand current again. South Carolina law (S.C. Code § 37-2-204) requires the agreement in writing, signed: the customer signs by text or email link from the account screen, the signed agreement saves back onto the account, and the schedule moves only when the signed agreement comes back. Interest keeps accruing on the unpaid balance while a payment is deferred. The fee is your choice — and if a late charge was already assessed on the installment being deferred, it comes off the deferment charge, never stacked on top of it.
Lienholders — the List
Every lienholder you write deals with, in one list. Desking picks from this list (banks, credit unions, your own paper company); the one marked house default pre-fills buy-here-pay-here deals.
Desking Fees — Defaults
Your Title Fee and License/Tag Fee. Every new deal pre-fills with these; each deal can override its own. The fees are itemized on the deal's money stack and papers, collected in cash at signing, never financed, and never part of the sales-tax base. The $15 / $40 showing on a fresh demo are sample values — set your own real fees here.
Temp Tags
Temporary plates print straight from DriveMax — on the deal's Documents packet, use Print Temp Tag. The tag number is assigned by the DMV when the tag is issued, so DriveMax never asks for it up front and never guesses one: the tag prints with the buyer, the vehicle and its VIN, and your dealership's name, address and phone, all from the records. Afterwards you record the DMV number on the deal — that's what enters the tag in the log below (tag number, buyer, vehicle, VIN, issue and expiration dates) and on the account's notes. Set how long a temp tag lasts in your state: printing auto-calculates the expiration as issue date + this many days (still editable per tag).
Issued temp tags
Sample Documents (Reference)
Blank generic forms plus filled samples, for reference and training. Every form is clearly stamped SAMPLE / GENERIC — dealers verify against their own state law, and at onboarding we field-map the dealer's own state packet. Print works from each form's view. (These used to sit on the old Documents screen; a deal's own documents live on that deal's account page now.)
Addendum Items (Standard)
What this is for: this is your menu of adds — the extra products and fees, like window tint or paint protection, that print on a vehicle's Addendum Sticker when you pick Print Addendum Sticker on that vehicle.
Your standard addendum items — the dealer-added products and fees that print on a vehicle's Addendum Sticker (on the vehicle record and in the intake print pack). These prefill every vehicle that doesn't have its own list yet; each vehicle's own list is edited on its record and can differ. Required items are part of the price as equipped; Optional (Suggested) items are offered — the sticker shows both subtotals and the adjusted total separately. The addendum is a window document only: it never changes the prices on your website.
Advertising & Feeds
Send your inventory to the sites your shoppers already use. Flip a destination on and every car on your website goes out in that site's feed — the same cars, by the same rule: if it's on your website (For Sale or Pending, posted), it's in the feed. In Transit, Sold and BHPH Active cars never go out. What you see below is a PREVIEW of each feed — this demo doesn't send anything anywhere. In the live product, DriveMax sends the feed to your own account at each site (you hold your own Facebook, CarsForSale and CarGurus accounts) — and like every DriveMax integration, sending is free: no feed fees, no per-car charges.
Demo Data
This demo remembers everything done in it — in this browser, on this computer. Sold cars stay sold and changed settings stay changed, so after a lot of clicking around, a demo can drift away from the sample world it shipped with. This button throws that saved state away and reloads the demo exactly as shipped.