Estimate bi-weekly & monthly payments on any vehicle
Select a Vehicle
← Select a vehicle from the list to begin
Staff Access
Enter the 4-digit staff code to set up customer payment links.
Import the deal from Dealertrack
Best: in Dealertrack open the deal → Printable View → save as PDF, then choose that file here (or drag it onto this box). It fills the customer, vehicle, every fee, the lender, the approved rate, term and frequency, the approval expiry and the stipulations. You can also paste the printable view's text, or paste a screenshot of Purchase Details (Ctrl + V anywhere on this tab). Any other Dealertrack tab or lender paperwork is read by Claude, which pulls in whatever it can find — check those against the original.
📎 Uploaded file
Customer
Vehicle
Live from the LotRanger inventory feed — tap one to fill the VIN, km, year/make/model, trim, stock # and price, and keep its listing photo with the deal.
Connecting…
📷 From the LotRanger listing — saved to the deal when you create it. remove
Pricing
GAP protection available
Warranty plans available
Approval
Enter a vehicle year and price, then pick a lender to see the rates and terms that lender allows.
No lender decision on file yet. Import the Dealertrack approval, use a written approval, or type the lender’s approval reference # below.
Link options
The customer sees this date as approximate, with a clear notice not to come in until it's confirmed.
Not shown on the customer’s page. Enter it for them, or ▶ Ask customer now from the deal card.
The day the deal was written.
Applies to the default term + frequency + down. Lenders count payments and treat admin fees differently than the in-house estimate — these numbers win when set. If the customer changes term, frequency, down, or applies their deposit, the page falls back to estimates automatically.
What this deal still needs
One line per step. Press the green button to move it along; tap a row for the full tools.
🪪ID verification…
Required for this customer?
🏦Banking for payments…
Required for this customer?
💰Deposit to mark it SOLD…
Required for this customer?
Default comes from Settings; change it here for this customer only. The customer’s page, texts and the card all use this amount.
🛡Insurance details…
Required for this customer?
📅First payment date…
📅 Required on every deal. The customer picks their date together with their payment terms — the portal only accepts dates that fit the lender’s first-payment window.
🛡️Warranty disclosure…
Checking the warranty disclosure list…
The approved plan and GAP are set up in Pricing, above.
Required for this customer?
🛟GAP disclosure…
GAP protection is offered and priced in Pricing, above. This row tracks whether the customer has chosen it in Protect Your Ride yet, separately from the warranty disclosure, so you can nudge them about it on its own.
🏛️Funding package…
The funding tools unlock right here as soon as you press CREATE DEAL (or open an existing deal with ✏️ Edit).
⚠️ Conditional approval
If the bank approved with conditions, set them here. The customer’s page shows a Conditionally Approved hero with the payment as approved, and only these items to complete — each with an upload / take-a-photo box. When they’ve sent everything and you’ve ticked each one verified, the page switches to the full approval with the normal steps.
Did this customer have any special requests or complaints?Required
Anything they asked for or weren’t happy about — e.g. new tires, a second key, fix the scratch on the bumper. What you write here shows on the customer’s approval page so they can see it was noted.
Link ready
Send this to the customer. They can change term, payment frequency and down payment — not the rate or lender.
This is where each file gets assigned and worked until the deposit is in. Once the deposit is received the customer carries on in Deals, and the card here shows their steps as they finish them. Every Dealertrack application, what the bank said, who owns it, when the customer was last called and when they are due a follow-up. AP approved · CA conditional · DE declined · QT quote (waiting on a vehicle) · DR documents received · BK banked.
⬇ Update from Dealertrack
Easiest: in Dealertrack press print on the deal list and choose Save as PDF, then drop that PDF here (or tap 📄 below). You can also paste the copied rows, or a screenshot.
Or add one by hand
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Lender rate sheets
The calculator only offers terms and rates that exist on these sheets for the vehicle year and amount financed. When a bank sends a new program, replace the sheet here and every device picks it up.
Email delivery
Same Google Apps Script setup as the warranty tool. Paste the /exec link and the calculator emails links and signed PDFs to the customer and to staff — no email app needed. Saved here, it works on every device including the customer's phone.
🛡️ Suggested warranty on the payment step
On the customer’s payment step, one plan is shown beside the vehicle payment as a suggested add-on (36-month term, their all-in total, the “Don’t use it, don’t lose it” renewal). Pick which plan leads; if the vehicle doesn’t qualify for it the next one down the list is used.
📱 Text messages (SMS)
Texts go out through the same Apps Script link above, which hands them to Twilio (twilio.com — a Canadian number costs about $1.50/month plus a cent or so per text). Create an account, buy a number, and paste the three values here. If the Apps Script was deployed before texting existed, copy the script from below again and re-deploy it (probe must say sms-ready).
Need the Apps Script? View & copy
Open script.google.com, paste this over the code, Deploy → Web app → access "Anyone", then paste the /exec URL above.
💬 Customer replies: in Twilio → Phone Numbers → your number → Messaging → A message comes in: Webhook, POST, paste the Google Apps Script web app URL above. Replies then show on the deal card, in the Deals badge, and are emailed to the staff recipients with a link straight to the deal. (Script must be v8 — press Check the deployed script.)
✎ Edit site design
Turn this on and the whole site becomes editable right on the page: click any word to change it, adjust every colour, border, corner, spacing and text size from the toolbar at the bottom, hide lines you don’t want, then Save design. It applies to the staff pages, the calculator, the live inventory and every customer’s approval page.
Defaults
ID verification & finance managers
Default is the Autocorp link for earl@pattersonauto.ca. Paste a different one to change it (Ctrl + V works here).
Pickup times
Lunch and closed hours are blocked out in red on the customer's picker — no bookings between those times, on closed days, or on the dates above.
Customer confirmation
Reminders are sent by the Google Apps Script (run setupReminders once in the script editor). Customers who haven't confirmed get an email with a button on the reminder days; staff get a summary.
The customer sees a recap of their chosen payment, term, frequency and down payment, then ticks one box confirming those are the terms they want and that they can't change once documents are printed. No signature pad, no vehicle disclosures — those stay on your bill of sale.
🎫 TICKETS— everything the help desk sent to Dan. Resolving keeps the ticket in the archive; nothing is deleted.
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Easiest: paste the vehicle-board script URL below — it already holds the LotRanger key and keeps a Drive copy of every picture. Or paste the Inventory API v2 key directly. Either way new deals pull the listing by VIN and the picture is saved to the deal so it stays after the feed drops it.
🎯 To find it: open your website’s inventory page → press F12 → Network tab → refresh → type json (or inventory) in the filter → right-click the request that lists your vehicles → Copy URL → paste above. Or ask LotRanger support for the “inventory feed URL” for your key.
The sheet is the provider’s cost to you. Retail = cost × (1 + markup%), rounded up to the nearest $10; interest-rate adders (>10% / >20%) and any high-ratio add-on are marked up the same way. 100% is the suggested starting point — on the Rencore sheet that puts GAP at $890–$2,440 retail depending on the loan, in line with what Ontario dealers charge, and keeps every deal above $445 gross. Per-deal markup and an override live on the deal form.
One block per tier: # Tier: id | label | what it covers, a bands: line (financed-amount ranges), then one line per term months: cost per band…, optional over10: / over20: rate adders per band.
Email preview
To
Replies go to
Subject
Message (edit freely — the payment card and button are added automatically)
Loading your payment options…
Questions about your approval?Ask anything about what's on this page — GAP, warranty, payments, next steps.
Answers are about this page only. For anything else, call 613-473-4000.
Loading vehicles…
Live—vehicles—lists
Connecting to the board…
Use this feed on another site
Drop these three lines into any page, then call PattersonFeed.watch(fn). It fires fn(vehicles) immediately and again every time anyone moves or edits a card on the board.
Each vehicle looks like: {year, make, model, vin, km, price, list, labels, name, desc, updated, id}. Call PattersonFeed.decode(vehicle) to fill make/model/trim from the VIN. Pass {all:true} to also get non-vehicle cards.
Raw data (no script) is also available straight from the database as JSON: — every card is stored as a JSON string inside that object.
