Changelog

This is a milestone release for the day-to-day operating layer of Autopilot. Settings have moved into a faster command-center style dialog, billing is wired into Stripe, write-up sheets are much more configurable, and approval requirements now follow the real deal workflow instead of failing silently.

Settings command center

Settings now open as an in-app dialog from the avatar menu, command search, quick links, and legacy settings URLs.

The new settings surface loads each area through live snapshots, so profile, notifications, security, billing, team, dealership, sales channels, calculations, write-up sheets, permissions, integrations, and import access can be managed without leaving the current workspace.

Old settings links now route into the right dialog panel from the dashboard, and search results can open the exact settings panel directly.

Billing and pricing

Billing is now connected to Stripe Checkout and the Stripe billing portal for dealership owners.

The billing page and public pricing page now read the active plan name, price, currency, and cadence from Stripe instead of hard-coded copy. Stripe webhooks update dealership subscription status when checkout, invoices, and subscription changes come back from Stripe.

Sales channels and dealership setup

Sales channel setup has been rebuilt around a guided flow for name, deal numbering, yard load, and vehicle conditions.

Dealerships can now create a fully configured channel in one path, including prefix generation, counter reset cadence, padding, next deal number, default yard load, and condition options such as New, Demo, or Used. Existing channels now show a clearer summary and a safer delete confirmation.

Lead sources, finance companies, dealership identity, GST, projection settings, and PTSL integrations were also tightened so the new dialog can save and refresh the right panel state.

Write-up sheet control

Write-up sheet settings now expose a much broader layout model.

Customer fields, vehicle fields, pricing rows, trade-in fields, settlement fields, special conditions, signature blocks, footer text, generated-by labels, front-page disclosure text, and the second-page terms content can now be controlled more precisely.

Both filled and blank write-up PDFs now honour those layout choices, including optional customer, vehicle, trade-in, pricing, settlement, special-conditions, signature, disclaimer, bank-account, and footer sections.

Approval rules that explain themselves

Approval rules have moved closer to the workflow. Managers can open them from Drafts, and the field list now covers customer details, joint purchaser, vehicle, pricing, rebates, finance and F&I, dates, delivery, workflow checkpoints, and notes.

When a rule blocks manager approval, draft graduation, status movement, or a Sales Log tick, Autopilot now shows the missing fields in a clear dialog with quick access to edit the deal.

Global quick-add deals

Quick add is now a global drawer in the app shell instead of being owned only by the Sales Log table.

The plus button, URL parameters, and Sales Log triggers all use the same drawer, so a quick deal can be captured from anywhere while still using the real deal form, dealership templates, GST settings, add-ons, permissions, recents, and graduation ticks.

Cleaner salesperson assignment

Deal creation and reassignment now use active selling members only.

If the current user is not marked as selling, the new-deal flow asks a manager or admin to choose an active salesperson instead of silently assigning the wrong membership. Existing deals can still show their current salesperson if that person has since been marked non-selling, but new assignments filter them out.

Targets also redirect away from non-selling memberships so target management stays focused on active sellers.

Sales Log and deal workflow polish

Sales Log view saves now preserve columns hidden by temporary role or permission changes, so switching access levels cannot wipe a user's saved table layout.

Inline Sales Log edits now refresh derived pricing fields after money changes, approval-rule blocks are shown in context, and salesperson pickers only offer active selling members.

Deal detail, draft context menus, sign-off pills, status changes, force promotion, and inline Sales Log checkboxes now share the same approval-rule feedback path.

Leaderboard, search, and shell updates

TV display setup has moved onto the leaderboard page, with public-share permission controlling who can manage the live display link, PIN, and appearance.

The top shell header was refined again, command search now renders above the app through a portal, settings results open dialog panels directly, and quick links point to the new destinations for settings, approval rules, and TV display.

Autopilot Companion's navigation guidance was updated to match the new locations for permissions, targets, approval rules, TV display, integrations, and imports.