Tutorial for dealers
Run appraisal to retail with evidence attached to every VIN
Stand up a rooftop workspace, move inventory through stages, collect recon and PPI documentation, and hand the buyer a Passport that supports your price.
About 15 minutes · 8 steps
What you'll have at the end
- A rooftop (or group) workspace with your team in place
- Inventory tracked through appraisal, acquired, recon, retail and sold
- Recon and inspection documents attached to the VIN, not a folder
- A buyer-ready Passport link for every retail unit
Step by step
- 1
Create your rooftop workspace
Choose 'Dealer rooftop' — or 'Dealer group' if you run multiple stores and want rooftops underneath it. Add the store name and location.
- 2
Invite the team
Bring in your used-car manager, appraisers, recon coordinator and BDC. Roles control who can change settings versus who just adds vehicles and records.
- 3
Load inventory by VIN
Add each VIN with stock number and mileage. Decoding is automatic, and any known title or recall data seeds the timeline immediately at appraisal.
Tip: Add trades at appraisal, not at the end of recon — the earlier the VIN exists, the more evidence lands on it.
- 4
Move vehicles through stages
Set each unit's stage — appraisal, acquired, recon, retail, sold — so the workspace shows you where inventory actually is and what still needs documentation.
- 5
Capture recon and PPI documents
Forward sublet invoices, tire and brake work, detail and inspection reports to the workspace address, or upload directly. Each one is extracted and attached to the VIN.
- 6
Review before it goes retail
Clear the review queue for any unit heading to the line. Correct extracted fields and mark records complete so the retail Passport is clean.
- 7
Share a buyer-ready Passport
Generate a Passport link per unit with costs and vendors hidden or shown as you choose, set an expiry, and drop the link in your VDP, listing or follow-up email. Views are tracked and access is revocable.
Tip: A documented recon story answers 'what did you do to it?' before the customer asks.
- 8
Take passports from selling owners
Owners can share their passport with your verified rooftop for free when they're selling or trading. You see the full history at appraisal and can add your own inspection reports back to it.
Common questions
- Can we manage several rooftops?
- Yes. Create a dealer group workspace and attach each rooftop to it so inventory and team access stay separated by store.
- Do buyers need an account to view a Passport?
- No. A Passport link opens in any browser with no sign-up, and it expires or can be revoked whenever you want.
- What does it cost a dealer?
- Workspaces are free to create, and receiving owner-shared passports is free once your rooftop is verified. Additional Passport links and capacity are available as $1.99 add-ons.
Ready to start?
Creating an account is free, and you can follow along with this tutorial as you go.