One task board for the whole team
The tasks module is one shared task board for your entire team, where every task is linked to the right vehicle, customer or order, and where the system creates tasks on its own.
Tasks are linked to files: an order, a vehicle, a customer, so everyone immediately knows what it is about. No more loose lists you lose track of.
In a trading business dozens of small things run at once: a vehicle that still needs cleaning, a deregistration that has to go out, a customer who wants a call back, an invoice that's not yet paid. As long as those tasks live in heads, sticky notes and WhatsApp groups, something always slips through the cracks. SellYourTruck brings them together in one place, linked to the file they belong to.
Task board or list, choose your view
Work visually with a task board where tasks slide from column to column, or with a list view if you prefer to tick things off. Filter by person, team, vehicle or customer, so that everyone only sees what is relevant to them. A salesperson doesn't need to see the workshop list, and vice versa.
Automatic rules that think along
The most powerful part is under the hood: SellYourTruck creates tasks itself the moment something is left undone. A pro forma about to expire, an outstanding invoice past its due date, a vehicle that has been in stock too long: the system flags it and assigns the task to the right person. You no longer have to think about it yourself.
Step plans that tick themselves off
For recurring processes: think of the steps around purchasing, RDW and export or delivery, you use step-by-step plans. They tick themselves off as soon as the system sees that a step is done: the EX-A has been issued, the registration certificate is in, the deregistration has been completed. That way you know for sure that no step is skipped.
Overview for managers
A workload dashboard shows who is busy and with what, and which tasks are about to expire. Handy for distributing the work fairly and spotting bottlenecks early, part of what the manager uses every day.