This page is a collection of training videos designed to walk you through setting up and learning the dealr.cloud platform.
Each of the sections below is dedicated to training you on a particular module of the system.
This video shows you how to edit the general settings on your account.
Watch this video to learn how to add and set up users in your dealr.cloud system. Learn how to give or restrict access for each user.
Learn how to edit, delete, rearrange, and customize your flags in settings.
Learn how to add your floor plans to your general settings.
Learn how to create and edit your form packs in your settings.
This training video will show you the basics of how to upload, edit, and advertise inventory in your account.
This video shows you how you can create, track, communicate, and manage all of your incoming leads.
This training video shows you how to create, modify, and finalize deals in the system.
Learn how to create, write, modify, and invoice both internal and retail service tickets in the Service module.
Learn how to track all of your part purchases and sales in the Service System through our Part Order and Part Inventory systems.
This video will walk you through the steps for how to create a Loan in the system.
The series of videos below will prepare you for your Accounting Training by showing you how to set up your Accounting Settings.
This video walks you through how to start the accounting system in dealr.cloud. The start date is necessary in order to tell dealr.cloud when to automatically add transactions to the accounting system.
Opening balances are an extremely important part of the transition to dealr.cloud. They are necessary to ensure your books are accurate and contiguous with your previous accounting methods!
This video will walk you through the day-to-day operations in the accounting system. It's important to learn exactly how to pay bills, receive money, deposit money, and more!
If you floor your vehicles, the following video will show you how to manage floor plans and ensure the books are accurate!