Once you're logged into the WTS Portal, the main navigation lives in a left-side rail, with a few shared tools available from the top of every screen.
Left Navigation Rail
Your dealership's tools live here. The tools you have access to may vary depending on your dealership's package.
Depending on your setup, Dashboard is your landing page and starting point for your day. Look here for action items that need your attention. If you don't have Dashboard, you land on the Customers page instead.
Customers is where you'll find all of your customer records.
Inventory shows your real inventory as seen on your storefront. Search inventory, review invoices, and print or export information you need.
Analytics holds the reports you need to keep your dealership running effectively.
VAST allows you to search for additional inventory to augment your dealership's current stock.
Pro tip: Click the circle-arrow icon to expand or collapse the rail. It remembers your choice the next time you log in.
Top of Screen
Search bar: a universal search — look up customers by name, company, email domain, phone number, or any associated contact. If a deal is tied to a matching customer, it surfaces too.
Create button: a universal "create anything from anywhere" shortcut for a new customer or deal, or to log an activity. For example, if you are reviewing your Inventory and get a call from a new customer, you can create that customer record without leaving the vehicle listing you're working on.
Keyboard shortcuts: with the Create menu open, press a key to jump straight to an option:
U — New Customer
D — New Deal
A — Log Activity
Help (?) icon: opens in-app help. Questions you send here go to the Work Truck Solutions team, or you can use this to access our in-app knowledge base.
Notifications bell: alerts you when something needs your attention — for example, a new lead coming in, a customer viewing a quote you sent, or a deal being assigned to you. Click the check mark to mark notifications as read (see Which Notifications You'll Receive).
Account menu (your initials/avatar, top right): open My Account to manage your profile, Organization Settings to review settings for the store you're currently in (settings are set up per store), or click Log Out to log out.
Dealership selector: if you have access to more than one store, use the dropdown at the top left of the screen to switch between them (see How to Log In and Switch Between Dealerships).
If you don't see a tool mentioned here in your WTS Portal, contact support for assistance.
For additional questions or assistance, you can always chat with us for a fast response.