Recording a deal

There are two ways to get a deal into Autopilot: type it into the form, or scan your paper write-up sheet with the camera. Both end up in the same place — your sales log, with all the right financial fields.

Open the form

Click Add deal from the sales log, or go to /deals/new. The form is split into sections: Deal info, Customer, Vehicle, Pricing, Trade-in, Finance.

The exact fields you see depend on your dealership's form — managers can customise it. Out of the box, Customer, Vehicle, and Pricing are required; everything else is optional.

Picking a vehicle

Type the make and model in the vehicle search. Autopilot fuzzy-matches against:

• The NZTA catalogue — every make/model registered in New Zealand.
• Your dealership catalogue — vehicles you sell, with cost prices and RRPs pre-filled.
• Custom vehicles you've added (one-off used cars, special builds, etc.).

When you pick one, the form auto-fills make, model, year range, body type, and (if it's a dealership-catalogue vehicle) the RRP and cost price.

Pricing

Enter the sale price. Autopilot calculates margin and gross profit live as you type, so you can see if a deal needs a manager's eye before submitting.

If you have promotion templates set up (e.g. "Free 5-year service plan", "$500 fuel voucher"), they appear as pre-filled line items. Edit or remove them per deal.

Trade-in

Toggle the trade-in section on. Fill in the trade vehicle, allowance, settlement (if there's still finance owing on it), and reconditioning cost. The settlement gets factored into the deal total automatically.

Finance

Pick the finance company from your dropdown — managers maintain the list in Settings → Dealership → Finance companies. Set the finance status (pending, submitted, approved, declined, settled) and finance order number.

Saving

Click Save. Autopilot generates a deal number using your dealership's prefix (D-00001, 2026-00045, whatever you've configured), and the deal lands in your sales log.

If your dealership has approval rules set up (e.g. discounts over 5% need a manager), the deal might go straight into the manager's approval queue instead of being live. The salesperson sees a "pending approval" badge until it's reviewed.

The faster way: scan it

If you've written up the deal on paper, hit Scan write-up at the top of the form. Take a photo of your write-up sheet, and Autopilot's AI reads the handwriting, extracts customer details, vehicle, pricing, and trade-in, and fills the form for you.

Review what it picked up, fix anything wrong, hit Save. Total time: about 30 seconds.

See The AI deal scanner for what works well and what doesn't.

After saving

The deal opens in detail view. From here you can:

• Print the customer write-up sheet for signatures.
• Submit for manager approval.
• Update finance and deal progress as the deal moves forward.
• Mark the customer or manager signature checkboxes.
• Toggle "profiled" once the car's registered.