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Test drive management — scheduling, license capture, insurance verification #5

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opened 2026-06-21 20:30:30 +00:00 by jmiller · 0 comments
jmiller commented 2026-06-21 20:30:30 +00:00
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Features

  • Schedule test drives linked to vehicle + prospect contact
  • Driver's license capture (photo upload, expiry check)
  • Insurance verification before test drive
  • Test drive agreement / liability waiver (link to CRM e-sign)
  • Vehicle check-out/check-in with mileage logging
  • Post-test-drive follow-up task auto-created for salesperson
  • Test drive history per vehicle and per contact
## Features - Schedule test drives linked to vehicle + prospect contact - Driver's license capture (photo upload, expiry check) - Insurance verification before test drive - Test drive agreement / liability waiver (link to CRM e-sign) - Vehicle check-out/check-in with mileage logging - Post-test-drive follow-up task auto-created for salesperson - Test drive history per vehicle and per contact
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Reference: MokoConsulting/MokoSuiteAuto#5
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