What it is
Know where the loan unit is
Track courtesy and loan units against the job and the customer, so the one that has not come back is obvious before you need it.
What it does for a dealer
In practice
- Which unit is out, with whom, and until when.
- Booked against the job, so the diary knows.
- Fewer awkward phone calls chasing your own stock.
In practice
What you can do with it
Loan and courtesy machines are an asset that tends to be managed on a whiteboard until the day one goes missing.
- A loan diary showing what is out, with whom, and when it is due back.
- Book a loan unit against a job at the time you book the work.
- Your own terms and conditions attached to the loan.
- Start and end a loan booking with the times recorded.
- Attach the loan to the customer's invoice, whether or not you charge for it.
- See the loan history of a unit as well as its service history.
- Know which loan units are free before you promise one.
- Works for any unit type, not only cars.
Caravan and RV dealers get the most out of this, because the loan is often part of the sale conversation rather than a workshop courtesy.
See it working
Loan and courtesy units in the product
Recorded in Workshop Software. DealershipSoft is the same platform with unit sales added, so this works the same way.
Give it two weeks. We'll help you get set up.
There's nothing complicated about getting started, and you won't be doing it alone. We'll show you how to set it up around the way your dealership already runs, then stay in touch while you find your feet.