DEALERSHIP TEMPLATE

Vehicle Appraisal Form

A structured vehicle appraisal information checklist for dealership teams.

Start with a structure your team can actually maintain.

Use this as a simple pre-system or migration checklist. The purpose is to create consistent fields before the workflow is brought into DealershipCore.

Record / customer / vehicle
Owner
Branch
Current stage
Next action
FieldExample / rule
Record / customer / vehicleUse a stable reference
OwnerOne accountable person
BranchRequired for multi-branch teams
Current stageUse a defined stage
Next actionNever leave open work without one
Due dateKeep it consistent
Status / outcomeKeep it consistent
Management notesKeep it consistent
DealershipCore dashboard on laptop and mobileDealership sales professional

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