Your dealership's standard fees, common add-ons, and F&I products are each configured once in settings, then available as quick picks or automatic defaults on every quote.
Steps
Click your initials in the top right corner and open your organization settings.
Select your dealership.
Go to the Desking tab to enter or update your standard fees (e.g., doc fee, title fee, other recurring charges). Each fee can be marked removable individually, and amounts are adjustable both here and within an individual quote.
In the same Desking area, set up your add-ons and F&I products pick lists (e.g., ladder racks, tow hitches, lift gates, common F&I products) — it's a short form for each item. To change an existing item, click its three-dot menu to edit.
Good to Know
Changes made here apply going forward to new quotes — they don't retroactively change quotes already created.
You can also create a new add-on or F&I product while building a quote and save it to these lists from there (see How to Create a Quote).
For multi-location dealer groups, each dealership's fees, add-ons, and F&I products are configured separately (see How to Manage Settings for Multiple Stores).
Each fee can be limited to where it applies — new vs. used, certain deal types.
Support can help fill these in for you if you send over the details — you don't have to do this alone.
For additional questions or assistance, you can always chat with us for a fast response.