Empowering Dealerships with New Tools for Efficiency

In the fast-paced world of dealership operations, efficiency isn’t just a luxury—it’s essential. At e-manage | ONE, we understand that running a dealership means handling many moving parts: projects, invoices, customer requests, financial tracking, and so much more. With our latest update, we’re introducing new tools to simplify your day-to-day tasks so you can focus on growing your business and delivering top-notch customer service.

Here’s a look at the new features we’ve developed to help dealerships run smoothly, save time, and stay secure.

Key New Features & What They Mean for You

Flexible Invoicing for Projects with Multiple Phases

In industries where projects are completed in phases or products may arrive at different times, invoicing flexibility is crucial. With our new invoicing feature, you can now create progress invoices by selecting individual line items to bill your customer as work is completed or products are delivered. Whether you’re billing for installation phases or handling backordered items, this feature enables you to invoice precisely for what’s completed—keeping your cash flow steady and your clients informed.

Consistent, Customizable Project Scopes for Clear Communication

Managing complex projects means keeping every team member on the same page—whether they’re in sales, design, or project management. Our updated Project Scope feature, Scope Builders, allows you to quickly create and apply saved text templates for commonly used content across documents like quotes, work orders, and project summaries. This is especially valuable for recurring details like installation instructions, ensuring clear, uniform communication.

Now with HTML editing, Scope Builders offer even more flexibility to add custom formatting (like bold text, color, or layout adjustments) to specific sections, such as quote footers or install instructions. This makes your PDF documents more polished and professional.

Additionally, Scope Builders integrate with e-manage | ONE’s “Action Items” tool—a to-do system you can assign and track across departments. Action Items allow team members to send specific tasks, set due dates, track progress, and even decline requests if they need more information before proceeding. This workflow addition keeps projects on track by helping teams gather the necessary details upfront, reducing miscommunication and delays.

Streamline Document Creation with Intelligent Templates for Quotes, Orders, and Invoices

Accuracy and speed are essential, and you shouldn’t have to choose one over the other. For many teams, manually entering customer details, email templates, and signatures on every document can feel repetitive and time-consuming. That’s why our new smart templates take care of these routine tasks for you, making it faster to create quotes, purchase orders, and invoices—all without sacrificing precision.

With smart templates, you can be confident that essential information like customer details and terms is automatically accurate and up-to-date across all documents. This means you save valuable time while maintaining the consistency and quality that your clients expect.

Clearer Tracking of Financial Details

Understanding where your money is going and what each cost covers is key to managing any business. Our updated financial tracking tool allows you to easily assign specific costs to individual projects or orders, helping you see a more accurate picture of your expenses and profitability. This added clarity means you can make better decisions and keep budgets on track.

Advanced Security to Protect Your Data

In today’s digital world, safeguarding sensitive customer information is crucial. Our latest update enhances data security with features like user activity monitoring and customizable password rules. Monitoring user activity allows you to track access and identify any suspicious behavior, helping to catch potential security threats before they escalate.

Customizable password rules ensure that strong, unique passwords are used, significantly reducing the risk of unauthorized access. Weak passwords can leave your dealership vulnerable to data breaches and identity theft, putting both your business and your clients at risk. By prioritizing these security measures, you not only protect your data but also build trust with your customers, ensuring compliance with industry standards, especially for government contracts.

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What’s Next for e-manage|ONE?

As part of our ongoing commitment to helping dealerships succeed, we’re working on new tools that will make managing your business even easier. Expect added features for keeping track of subcontractors, managing projects, and securely storing information. We’re also adding options for extra security, like multi-factor authentication, to ensure your dealership’s data is as safe as possible.

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