Documentation
Step-by-step guides for everything in AutoDealer.io, from inventory, leads, and deals to BHPH, your website, billing, and more.
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Step-by-step guides for everything in AutoDealer.io. Use the sidebar to browse by area, or press ⌘/Ctrl + K to search.
Popular starting points
Create your account
Sign up, verify your email, and finish onboarding.
Add a vehicle
Decode a VIN, fill specs, price it, and publish.
Capture & work leads
Capture, route, and follow up with buyers.
Close a deal
Run the 5-step closing workflow end to end.
Build your website
Pick a layout, theme, logo, and custom domain.
BHPH financing
In-house loans, payments, late fees, and the borrower portal.
Use the dealer AI
Ask about your inventory, leads, deals, and customers.
Books & QuickBooks
Statements, posted account schedules, per-VIN gross, and the QuickBooks handoff.
Plans & billing
Manage your subscription, plan, and payment method.
All guides
Getting started
Create your account, finish onboarding, and learn the layout.
Inventory
Add, price, photograph, and publish vehicles.
- Add a vehicle
- Add a car from its photos
- Add and organize vehicle photos
- Import vehicles from an auction (CSV, Excel or VIN list)
- Price, book value and AI price recommendation
- Set price and track costs
- Shoot a car for the 360
- The photo studio and your listing look
- Build a 360 view
- Print a window sticker for a car
- Print the FTC Buyers Guide for a car
- Track reconditioning with work orders
- Vehicle status and publishing to your website
- Write a purchase order for a shopper's bank
- Add a disclaimer to every car you list
- Add options and generate a description
- Car notes and history
- The AI recon strategist
- Vendors
- Filter and search your inventory
- The AI pricing strategist
- See which cars shoppers look at
Leads & CRM
Capture, route, and work leads through to a sale.
Customers
Manage customer records and history.
Appointments
Book test drives and sales appointments with reminders.
Tasks
Track work on the team task board.
Deals & closing
Run a deal through the 5-step closing workflow.
- Create and close a deal
- Add the buyer and co-buyer
- Deal types: cash, finance, wholesale, BHPH
- Deal info: price, fees, taxes, and trade-in
- Record deal payments
- Take payments with Stripe
- Tax-exempt sales
- Mark a deal sold (and unwind it)
- Set finance terms and the lienholder
- The AI deal closer
- Lienholders
- Sales tax on a vehicle, state by state
F&I & documents
F&I products, forms, e-signature, and document storage.
Title & registration
Prepare, submit, and track title work.
BHPH financing
In-house loans, payments, late fees, and the borrower portal.
Floor plan
Track floor-plan lines, interest, curtailments, and payoffs.
Payments & billing
Record deal payments and manage your subscription.
Website & storefront
Build your dealer website, pages, and custom domain.
- Connect a custom domain
- Carfax / AutoCheck buttons on vehicle pages
- Choose a layout and theme
- How shoppers reach you from a vehicle page
- Upload your logo and hero image
- Add custom pages (financing, about, warranty)
- Arrange your site menu
- Set up your homepage and featured vehicles
- Google reviews, promo bar, and social links
- The Financing page and pre-qualification form
- Publish your site and restore versions
- The Trade-in page and form
- Google Analytics, Tag Manager, Meta Pixel and consent
- Show estimated payments on your listings
- Add custom code (chat widgets, other pixels)
- Shoppers can save cars
- Show an out-the-door estimate on listings
- Accessibility on your website
- Keep sold cars on your website for a set number of days
- California price advertising on your website
- Set up your storefront salesman
- Your website's privacy policy
- How your website reads in search results
- Remove the AutoDealer.io link from your footer
- The AI marketing and website manager
Marketplace
Syndicate inventory to Google, Facebook, and more.
Reports
Inventory, sales, leads, and financial analytics.
Books and accounting
The Books area, your bank, statements, the chart of accounts, and QuickBooks.
AI assistant
Use the dealer AI and proactive messaging.
- Custom instructions and memory
- Using your dealer AI assistant
- AI actions and approvals
- Autopilot and how much the assistant does alone
- Proactive messages and digests
- Chat with your dealership from Telegram
- Schedules, triggers and background work
- What the AI can do
- Getting help and escalating a problem
- Undo AI changes
- Connect Claude, ChatGPT or Cursor to your dealership
Team & settings
Invite teammates, set roles, and configure the dealership.
Compliance
OFAC, Red Flags, FTC Safeguards, and audit logs.
Security & account
Passwords, MFA, sessions, and account safety.