Autopilot Docs
Settings

Dealership settings overview

All the dealership-level settings — name, branding, sales channels, deal numbering, and more.

Last updated 20 June 2026

Most of Autopilot's behaviour is configurable per dealership. Settings → Dealership is the hub.

This article is the map. Each section links out to a deeper article where there's more to say.

General

Settings → Dealership → General.

  • Trading name — what appears on print sheets and customer emails.
  • Registered name — your legal entity name (read-only after onboarding; talk to us if it changes).
  • NZBN — your Companies Office number, if any.
  • Email domain — add and verify a dealership-owned sender domain; Autopilot shows the DNS records and verification status in a management dialog.
  • Salespeople see all deals (toggle).
  • Salespeople see financials (toggle).
  • Salespeople set own targets (toggle).
  • Time zone — defaults to NZ; change if you're operating elsewhere.

Branding

Settings → Dealership → Branding.

  • Logo upload (PNG / SVG / JPEG, max 5 MB).
  • Accent colour (hex).
  • Secondary colour (hex).

Used on the print write-up sheet, customer-facing emails, the leaderboard TV display, and your invoice/receipt headers.

Sales channels

Settings → Dealership → Sales channels.

The way your dealership groups deals — usually one per brand you sell, plus extras for Used Cars, Wholesale, Fleet. Used everywhere — sales log filters, targets, reports.

Add channels with a click; rename in place; delete only if no deals reference them.

Vehicle catalogue

Stock → Models.

The list of vehicles you sell. Pre-loaded with the NZTA database; you pick which makes/models to enable for your dealership and add custom vehicles for one-offs (special builds, used vehicles).

See Vehicle catalogue for the full guide.

Deal numbering

Settings → Dealership → Deal numbering.

How your deals are numbered:

  • Prefix — e.g. D-, 2026-, WGR-.
  • Reset cadence — never, yearly, monthly.
  • Padding — minimum digit count (5 produces D-00001).
  • Per-channel prefixes — optional override (e.g. WGR-NEW- for new car deals, WGR-USED- for used).

Numbers auto-generate when a deal is saved. They cannot be edited after creation — they're audit-stable.

Lead sources & finance companies

Settings → Dealership → Lead sources and Settings → Dealership → Finance companies.

Two simple picklists wired into the deal form as datalist suggestions. Add the values your team uses (Google, Facebook, Referral, Trade-In; Westpac, ASB, MTF, etc.). Used in reports for source/lender breakdowns.

Vehicle conditions

Settings → Dealership → Vehicle conditions.

The picklist for the deal form's "vehicle condition" field — typically "New", "Demo", "Used", "Pre-Reg", "Ex-Rental". You set the labels you actually use; the field accepts free text but autocompletes from this list.

Approval rules

Settings → Dealership → Approval rules.

When a deal needs manager approval before going live. See The approval workflow.

Alert rules

Settings → Dealership → Alert rules.

Which checks Autopilot runs against your deals — missing VINs, unsigned contracts, stale finance. See Action items & alerts.

Leaderboard

Settings → Dealership → Leaderboard.

Visibility (everyone / managers only / selected salespeople) and the TV display setup. See The leaderboard and The TV display.

Targets

Settings → Dealership → Targets.

Whether salespeople can set their own targets (default: no). See Monthly targets.

Stock visibility

Settings → Dealership → Stock visibility.

Whether salespeople can see the incoming stock module. See Incoming stock.

Forms

Settings → Forms.

The deal form builder, write-up sheet editor, and email templates. Each has its own deeper guide: