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User Guide for deskit's delivery scheduler: connect-it

Video, vehicle deliveries, schedule, delivery, user guide, whiteboard

Chris Ward avatar
Written by Chris Ward
Updated over 2 months ago

Replace your traditional whiteboard and track your dealerships deliveries with deskit connect. Below is a two-minute video overview of how this will save you time and keep everyone at the dealership connected.


connect- it User Guide

Step 1: Click on the “Connect” icon to open
Step 2: Select either “My Deals Only” or “All” for a complete list of scheduled deliveries

Step 3: Connect then shows the date + time, status, notes, customer, vehicle, trade-in if applicable, salespersons + deal number

Notes: The date displayed is deal worksheet “delivery date + time”. When selecting the “sold” status in the deal worksheet, the information automatically populates in connect-it. Once the deal has been updated to “delivered” either in the Deal Worksheet or in connect-it it will automatically be removed in 24 hours. Clicking the edit button on the far right will open the row to reveal three sections

Section 1: notes for the Sales Department, Business Office, and Service. Each department can click the checkbox to show if the vehicle is ready for delivery and add any applicable notes; ie added Rust Module and Tint

Section 2: connect-it comments & deal worksheet Notes are automatically synchronized.

Section 3: Allows the user to update the delivery date and time directly from connect-it.

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