📋 To-Do — Needs Your Attention
🎉 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 — cash and financed
🚗 Pending Car Requests from Reps
✏️ 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 |
|---|
💡 Log loan repayments in Cashbook as "Funding Payment".
Contracts
Rent-to-own and rental agreements
📋 Pending Contract Requests from Reps
✏️ 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 |
|---|
⚡ Quick Calculator (click to toggle)
Statements
Generate and print monthly client statements
Select Contract
💬 WhatsApp Message
Ready to send — edit if needed, then copy or open WhatsApp and attach the PDF.
🧾
Select a contract to preview
Cashbook
All income and expenses
Filters
Transactions
| Date | Type | Contract | Funding Acc. | Reference | Amount (R) | Notes | |
|---|
Combined Director Capital — owed to directors
Reports
Financial analytics and summaries
Settings
Company details and system defaults
Data & Backup
Export a backup regularly — restore from it anytime.
User Access Management
Who can log in to admin and the rep portal.
Rep Access — Contracts & Cars
Choose which contracts and cars each rep can see.
Recent Sign-In Activity
Every sign-in attempt — allowed and denied.
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Backup & Export
Download your data for safekeeping, in whichever format you need
📄 JSON Backup
Full raw copy — use this to restore the system.
📊 Excel Backup
All data in one Excel file, one sheet per section.
📄 Full PDF Backup
Printable summary of all the main info.
🗂️ Vehicle Documents (ZIP)
All vehicle documents in one ZIP, a folder per car.
☁️ Sync Car Docs to Cloud
Move old docs saved only in this browser up to the cloud.
🗂️ Client Documents (ZIP)
All client contracts, quotes, statements and KYC docs in one ZIP.
Invoice Generator
Create branded tax invoices
✏️ Editing — 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 |
📄 Document Templates
Fill in the seller and car details to print an agreement.
