Features
What Lot & Bay does today.
Service orders and estimates
Check in a car, write the estimate, get approval, close out and print the invoice.
- Check in a walk-in: the customer, the car and what it needs.
- Write an estimate from your own labor rates and price sheet.
- The customer approves, and the estimate becomes the work order.
- Book appointments on a day, week or agenda calendar.
- Close out, take payment and print the invoice.
Inventory and deals
Your cars, photos and window stickers; leads, deals and the paperwork.
- Add a car by its VIN: Decode VIN fills in the year, make, model and more.
- Photos, window stickers, tags and listing copy for each car.
- Leads in one list, with texts, email and follow-up tasks.
- Structure a deal and print the paperwork for signing.
- Dealership reports: what sold, what is aging, what each deal made.
In-house loans
Buy here, pay here loans: payments, collections and a private page for each borrower.
- Record each payment and see who is behind.
- Log collection calls and promises to pay.
- Give each borrower a private page with their balance and next payment.
- A portfolio file of every open loan for a buyer or a lender.
The books
Double-entry books built in: invoices, bills, bank accounts and reports.
- Sales and work orders post to the books by themselves.
- Invoices, bills to pay, expenses and vendors.
- Bank accounts, statement import and reconcile.
- Profit and loss, balance sheet and sales tax reports.
- Have your accountant look the books over before you rely on them alone.
Your car website
Your cars for sale on your own website, updated as your inventory changes.
- Cars on the front line go on your site with photos, price and details.
- Shoppers search, estimate a payment and ask if a car is available.
- Their question arrives in Leads.
- Turn the site off at any time and nobody sees it.
Sam answers the phone
An AI receptionist that answers, books appointments and takes messages.
- Sam tells callers it is the shop's automated assistant.
- It answers questions from your hours and price sheet.
- It books into a free time, takes a message, or passes the call to you.
- You choose when Sam answers: missed calls, after hours, or every call.
- Start with Listen only: your phone rings as always and Sam only takes notes, so you can check its work first.