π To-Do — Needs Your Attention
π All caught up — nothing needs your attention.
| Vehicle | Client | Status | Income/m | Cost/m | Net |
|---|
| Fund ID | Lender | Vehicle | Type | Rate | Monthly | Total Obligation | Still Payable |
|---|
Fleet Register
All vehicles β cash and financed
π Pending Car Requests from Reps
βοΈ Pending Vehicle Update Requests from Reps
Vehicles
| Car ID | Vehicle | Year | VIN | Reg | Status | Purchase Price | Book Value | Type | Client | Income | Expenses | Net | Deal Profit | Actions |
|---|
Funding Accounts
Floorplan and loan obligations
All Funding Accounts
| Fund ID | Lender | Linked Car | Type | Rate % | Principal | Total Cost | Still Payable | Monthly | Term / Rem. | Actions |
|---|
π‘ Log loan repayments in Cashbook as "Funding Payment".
Contracts
Rent-to-own and rental agreements
π Pending Contract Requests from Reps
βοΈ Pending Client Update Requests from Reps
All Agreements | No. | Client | Vehicle | Type | Rate / Monthly | Outstanding | Started | Period / Term | Status | Actions |
|---|
Quotes
Vehicle quotations and proposals
All Quotes
| Quote # | Client | Vehicle | Monthly (R) | Date | Status | Actions |
|---|
β‘ Quick Calculator (click to toggle)
Statements
Generate and print monthly client statements
Select Contract
π¬ WhatsApp Message
Ready to send β edit if needed, then copy or open WhatsApp and attach the PDF.
π§Ύ
Select a contract to preview
Cashbook
All income and expenses
Filters
Transactions
| Date | Type | Contract | Funding Acc. | Reference | Amount (R) | Notes | |
|---|
Combined Director Capital β owed to directors
Reports
Financial analytics and summaries
Settings
Company details and system defaults
Data & Backup
Export a backup regularly β restore from it anytime.
User Access Management
Who can log in to admin and the rep portal.
Rep Access β Contracts & Cars
Choose which contracts and cars each rep can see.
Recent Sign-In Activity
Every sign-in attempt β allowed and denied.
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Backup & Export
Download your data for safekeeping, in whichever format you need
π JSON Backup
Full raw copy β use this to restore the system.
π Excel Backup
All data in one Excel file, one sheet per section.
π Full PDF Backup
Printable summary of all the main info.
ποΈ Vehicle Documents (ZIP)
All vehicle documents in one ZIP, a folder per car.
βοΈ Sync Car Docs to Cloud
Move old docs saved only in this browser up to the cloud.
ποΈ Client Documents (ZIP)
All client contracts, quotes, statements and KYC docs in one ZIP.
Invoice Generator
Create branded tax invoices
βοΈ Editing β Save will update this invoice instead of creating a new one.
Line Items
| # |
Description |
Specification / Notes |
Qty |
Unit Price (R) |
Line Total |
|
Subtotal (excl. VAT)
R 0.00
VAT @ 15%
R 0.00
TOTAL (INCL. VAT)
R 0.00
Saved Invoices
| Invoice # | Client | Description | Amount | Date | Source | Actions |
π Document Templates
Fill in the seller and car details to print an agreement.
