Management Dashboard
| Vehicle | Client | Status | Income/m | Cost/m | Net |
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| Date | Type | Contract | Amount |
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| Fund ID | Lender | Vehicle | Type | Rate | Monthly | Total Obligation | Still Payable |
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Fleet Register
All vehicles — cash and financed
| Car ID | Vehicle | Year | VIN | Reg | Status | Purchase Price | Book Value | Type | Actions |
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Funding Accounts
Floorplan and loan obligations
| Fund ID | Lender | Linked Car | Type | Rate % | Principal | Total Cost | Still Payable | Monthly | Term / Rem. | Actions |
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Contracts
Rent-to-own and rental agreements
| No. | Client | Vehicle | Type | Rate / Monthly | Outstanding | Started | Period / Term | Status | Actions |
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Quotes
Vehicle quotations and proposals
| Quote # | Client | Vehicle | Monthly (R) | Date | Status | Actions |
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Statements
Generate and print monthly client statements
Select a contract to preview
Cashbook
All income and expenses
| Date | Type | Contract | Funding Acc. | Reference | Amount (R) | Notes |
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Cash Deals
Cash-deal vehicles vs the full fleet — finances side by side
| 💵 Cash Deal Cars | 🚗 Full Fleet (All Cars) |
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| Vehicle | Client | Income | Expenses | Net | Outstanding | Actions |
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Reports
Financial analytics and summaries
Settings
Company details and system defaults
Your data lives in this browser's local storage. Export regularly as a backup — if you clear the browser or switch devices, you can restore from the file.
Manage who can access the admin console and sales rep portal. Changes update Firestore immediately.
Pick a rep and choose exactly which contracts and vehicles they can see in the rep portal, from one screen — no need to open each contract individually.
Every Google / email sign-in attempt against the admin console and rep portal — allowed and denied. Use this to check exactly who tried to sign in and whether the allow-list check let them through.
Backup & Export
Download your data for safekeeping, in whichever format you need
A complete raw copy of your database — the same format this app's Import / Restore reads. Best for a full system restore if you ever need to move to a new browser or device.
All data laid out neatly across separate sheets — Vehicles, Contracts, Funding Accounts, Cashbook, Quotes, Invoices, Director Capital — with an Index tab and clickable links between related records (e.g. a contract's Car ID jumps straight to that vehicle). Ready to open, review, or hand to an accountant.
A simpler, printable reference document with all the main info — Vehicles, Contracts, Funding, Cashbook, Quotes, Invoices, Director Capital — in one branded PDF.
Every NATIS, disk, insurance, purchase agreement, photo and rep-uploaded doc across the whole fleet, bundled into one ZIP with a folder per vehicle (Car ID + Make/Model) and a subfolder per document type. The neat local copy to keep alongside your other backups.
Vehicle documents uploaded before the cloud-sync fix (2026-07-05) only saved to this browser — that's why they don't show up when you log in on another device. Run this once to push any local-only car documents up to the cloud. Safe to re-run any time; already-synced docs are skipped.
Every client's Contract, linked Quote and current-month Statement (as real PDFs) plus all KYC documents (ID, proof of address, bank statements, license — local and rep-uploaded), bundled into one ZIP with a folder per contract. Generates PDFs on the fly, so this can take a minute or two for the full client list.
Invoice Generator
Create branded tax invoices
| # | Description | Specification / Notes | Qty | Unit Price (R) | Line Total |
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| Invoice # | Client | Description | Amount | Date | Source | Actions |
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