Your DMS should never stop getting better.

Storage grew up this month: customers now sign, choose how to pay and send proof of insurance from a single link, and seasonal dealers can rebook a whole marina into next year in one pass. E-signatures expanded from quotes to purchase agreements, service picked up per-foot billing, reworked e-approvals and a new cycle-time report, and the refreshed interface reached quotes, settings and the Add Unit flow.

• One-link storage activation – Click Send for Activation and your customer gets one secure link by email or text. Behind it they e-sign the storage agreement, choose how they’ll pay, and photograph their insurance card; you approve the insurance and the agreement is active — no printing, faxing or phone tag. Agreement terms come from your own editable template, and every send keeps the exact version the customer signed.
• Flexible ways to pay for storage – Customers can pay the whole term up front, with an optional pay-in-full discount, keep a card on file billed each period, or skip the card and get monthly invoices by email. Rates can be set per month, quarter, year, season or foot of the unit being stored, and security deposits and prepaid amounts are tracked separately.
• Seasonal storage, simplified – Define your seasons once (Winter = Oct 1 → Mar 1, for example) and a seasonal agreement fills in the upcoming season’s dates on its own. When the season turns over, Rebook Season moves your seasonal customers into next year in bulk and holds their spot.
• End-of-term & walk-in tools – Release Unit records the release date, can charge an overstay fee, and hands off the deposit refund. Walk-in customers can settle up at the counter on one Register ticket covering the first period, deposit and prepaid amount, and spot history, past agreements and a customer’s past storage are all a click away.
• Redesigned storage screens – The Spots and Agreements grids sort whatever needs action to the top. The agreement form is organized around four questions — the stay, the price, how they pay, and what’s collected first — with a live preview of how the customer will be billed, and Send for Signature lists anything blocking the send with a button that takes you straight to the fix.
• E-sign purchase agreements – Purchase agreements can now go out for electronic signature on standard, consignment and brokerage deals. Buyers and co-buyers sign together and initial the terms page; on a brokerage deal the sellers are invited automatically once the purchasers finish. Each party gets their link by email, text or both, a new E-Signature card on Step 3 tracks progress, and you choose whether the dealership signs first or last and which employees can sign on its behalf.
• Work order e-approvals, reworked – Customers approve or decline each estimate from a phone-friendly page, with totals recalculated as they decide and an optional e-signature. On your side, every estimate shows its approval state right on the card — including a flag when a job’s price changed after approval — and one details modal shows where the request went, when it was viewed and answered, and the running authorized total, with resend, copy link and cancel.
• Bill by the foot – Items like shrink wrap and bottom paint, and labor codes too, can now be billed by the length of the unit being serviced. Labor billed per foot still credits the technician in hours through a minutes-per-foot conversion, so scheduling and tech reporting stay accurate. Units now carry a real length, entered in feet and inches.
• New RECT report – A Repair Event Cycle Time report shows how long customer-facing repairs take and where the time goes: average and median cycle time compared with the prior period, a 12-month trend, time by lane and by hold reason, customer pay vs. warranty, and open work orders aging past 15, 30, 60 and 90 days. It’s built from the workflow board history you’re already recording.
• Assign technicians across stores – Technicians who can switch stores can now be assigned to jobs at any store in your company without switching their session, and technician pickers group local techs separately from those based at another store.
• Automatic repricing from vendor catalogs – Part catalog imports now update the cost on every linked inventory item, reprice items from their default supplier using your store margins or the vendor’s suggested retail, record price history, and reprice the canned jobs that use them. Re-importing the same file no longer overwrites prices you set by hand.
• Item usage report filters – Filter the item usage report by item type and quantity tracking, so service items like storage fees can finally be reported on alongside parts.
• A redesigned Settings area – System Settings moved to the new interface across Accounting, Users, Inventory, Quoting, Deals, Point of Sale, Service, Text Messaging and Feeds, with breadcrumbs, a sticky save bar, and cleaner modals throughout.
• Refreshed quotes – Building a quote is now a guided, step-by-step flow with a live summary rail on desktop and phone. The finalized quote and PDF were redesigned, identical engines collapse into a single line (“6 × 2026 Mercury 300 Verado”), and each quote can override whether MSRP or option prices show on the customer copy.
• A new Add Unit experience – One modal for adding units: pick the type, then build a boat package with up to six engines and a trailer in a single pass. Year, make and model templates and engine configurations are searchable, and the button tells you exactly how many units you’re about to create.
• Interface refresh continues – The unit page, customer page, inventory pages, and the unit picker used on quotes and leads all moved to the new interface.
• Smaller improvements – Phone numbers show their label everywhere you pick one, like “(555) 555-0123 (Wife)”; updating a customer’s primary address or phone now carries through to their open work orders and quotes; the Register cart shows each part’s bin location; receiving vouchers tell you when serials are missing; consignment and brokerage units can carry a stock number; an Open purchase order can be saved before any items are added; and unit year dropdowns now run through 2028.

Two brand-new modules landed this month. Storage and slip management gives marine and RV dealers a way to track where every unit is parked and bill that space automatically, and our new electronic signature platform lets customers sign a quote from their phone. We also shipped native push notifications, remote payment method requests, and two new integrations — AppOne for F&I and Forest River for OEM reporting.

• Storage & slip management – Map every area you store units in: buildings, lots, docks, dry stacks and campgrounds — with per-spot size, hookups, cover and out-of-service status. Create spots one at a time, in numbered ranges, or by Excel import, then assign a customer’s unit to a spot, transfer it between spots, or end the assignment with full history retained. An occupancy dashboard rolls it up by area, and storage details show on the customer page, the unit page and work orders. Note – this is in beta testing with a few select dealerships but it is live!
• Storage agreements & automatic billing – Put a space under contract with a term (month-to-month, fixed or seasonal), a reusable rate plan and a deposit, then let DealerRock bill it. Recurring storage invoices are ordinary register transactions, not a side ledger, and the billing engine handles proration, stub periods and month-end anchors without ever double-billing a period.
• Electronic signatures – Send a quote out for signature and your customer opens a secure link on their phone, verifies with a texted passcode, reviews the document, adopts a typed or drawn signature and signs. You get back an executed PDF with an audit certificate page, and the salesperson can countersign so the quote goes out already accepted by the dealership.
• Signature status where you work – A status line on the quote, Send for Signature in the quote actions menu, a color-coded indicator on the quote grid, and void, resend or retry from a single modal — plus a notification the moment a customer finishes signing.
• Push notifications on your phone – Add DealerRock to your home screen, turn notifications on under Account → Manage, and every notification that shows in the bell also arrives as a native alert on iPhone, Android or desktop, even when the app is closed.
• Request a payment method on file – Ask a customer to put a card or bank account on file remotely. They get a secure link by email or text, read your authorization wording, enter the method and sign. Nothing is charged, you get a signed PDF authorization for the file, and the paper credit card authorization form goes away.
• AppOne integration – Send a deal to AppOne as a credit application right from Step 3, and lender decisions, selected terms and the funded reserve come back on their own. Connect each store with a Lot ID that’s verified live before it saves.
• Forest River integration – Current inventory and sold unit feeds that Forest River pulls directly from DealerRock, switched on per company and per store.
• Automatic invoice reminders – Outstanding “send as invoice” transactions now get follow-up reminders by email or text on a schedule you set, sent the same way the original went out, with a record of every reminder on the transaction.
• Split commissions – Record a second commission on a deal, to another salesperson or to a free-text outside party such as a co-broker, as a flat amount or a percentage of profit. Both shares are fully attributed in unit sales and revenue projection reporting, including the Excel exports.
• New-deal notifications & duplicate lead warnings – Salespeople can now be notified by push and email when a deal is created, opt-in per deal. Incoming web leads are checked against active leads by email and then phone, so a duplicate surfaces as a warning banner instead of quietly becoming a second lead.
• Selling two units together – Support for selling a pair of PWC units on a single trailer as one deal.
• Factory colors & swatches – Model data now pulls from Lead Venture, colors carry visible swatches mapped to sections of the unit, and the selected colors follow through to units, quotes and printed receipts. Colors and specs are editable.
• Better build sheets & quotes – A new MSRP-only window sticker mode, a Pricing to show dropdown replacing the old Hide MSRP checkbox, an F / D column marking each option factory or dealer installed, and a store setting to prepend an option’s category to its name.
• Unread messages & a new lead source – An All / Unread toggle on the messaging grid so you can work only the conversations still waiting on a reply, and Bennington pontoon web leads now parse into DealerRock automatically.
• Internal account expense report – A new accounting report combining sales and work order history for internal accounts, filterable by date range and account, with an Excel export.
• Unit maintenance history is back – The Maintenance section on a unit’s History tab shows the latest service by category again, the unit snapshot modal was rebuilt, and the work order history grid loads noticeably faster.
• Smaller improvements – Work order grids show the kanban lane instead of the legacy status, a closed deal can be corrected to a consignment sale, unassigned jobs get their own tab in the warranty claim export, and copying a HIN, VIN or serial number now works the same way everywhere — including from the inventory grid, where it wasn’t available before.

Our biggest month of the year. We opened up an entirely new way to sell — consignment and brokerage — rebuilt text messaging from the ground up, and gave service departments a real recall and bulletin tracker. We also refreshed the look of the app and made the busiest screens noticeably faster.

• Consignment & brokerage sales – Sell boats your store doesn’t own. Set the consignment type and your fee once on the unit and it carries through the quote and the deal, with store-level fee defaults so nobody re-keys them.
• Owner disbursement statement – A dedicated tab shows exactly what the owner gets paid: selling price less your fee, lienholder payoff, open work orders, and account balance. Drill into any line, then print a clean one-page statement for the seller.
• Consignment in your reporting – Consignment and brokerage are their own buckets in unit sales, revenue projection, and the inventory report, and a color-coded New / Used / Consign / Broker pill on the Units, Quotes, and Deals grids makes the sale type obvious at a glance.
• Text messaging, rebuilt – Subscribe employees or whole groups to a conversation so replies reach the right people, text photos back and forth, see delivery confirmations with plain-English explanations when a message fails, and handle texts from numbers you don’t recognize with a configurable auto-reply.
• Opt-out compliance & spam blocking – STOP and START are tracked automatically per store and per number, outbound texts to opted-out customers are blocked, and you can block spam numbers outright.
• “Text Us” widget for your website – Drop a snippet on your site and let customers start a text conversation from any page, routed to the right department. Their messages land in the Message Center like any other conversation.
• Message templates & ready-for-pickup texts – Save the messages you send over and over, and set up rules that automatically text a customer the moment their unit is ready for pickup.
• Recall & bulletin manager – Flag a canned job as bulletin-required, import the VIN list, and DealerRock matches those VINs against units in your system. Track what’s been completed, and get a notice on the work order when an open bulletin applies to that unit.
• OEM lead API – Manufacturers can push leads directly into DealerRock, secured with per-OEM API keys you control.
• Move jobs to another work order – Move jobs off one open work order and onto another instead of rebuilding them by hand, and swap the unit on an open work order with a preview of what the change affects before you confirm.
• Export warranty claims – One button produces an Excel workbook with a tab per claim status, job counts, and every column from the grid.
• Export outstanding unit deposits – Pull the full outstanding deposit report straight to Excel.
• Smarter canned job pricing – Changing a labor hourly rate or your default labor rate now updates the related canned jobs automatically, variable-priced items hold their set price through item updates, and spark plugs are available as a maintenance item.
• New UI framework kicks off the starts of a refreshed interface – Units, Deals, Quotes, Web Leads, Warranty Claims, Canned Jobs, Pickups, Message Center, and the reporting screens all moved to a cleaner, more consistent layout.
• Faster grids – Units, Customers, Leads, and Work Orders load noticeably quicker, especially at high inventory and record counts.
• New state forms – Kentucky trailer title and registration, and the Utah tax exemption form.
• More lead tools – Native Rank lead emails are now parsed automatically into leads, follow-up notifications clear themselves when you log contact with a customer, and a Clear All link empties your notification list in one click.
• Web feed & API additions – Unit weight and capacity are now included in web feeds, and hours/mileage is exposed on both the unit and its individual engines in the Units API.
• QuickBooks improvements – Card transaction identifiers now flow onto the QuickBooks invoices we create so payments are easier to reconcile, and sync processing was reworked to prevent duplicated entries.

A big month for reporting and deal flexibility. We shipped a brand-new Revenue Projection Report to help you see what’s coming, gave service managers more control over labor rates, and added more flexibility when building deals and managing inventory.

• New Revenue Projection Report – forecast upcoming revenue, now including pending profit, with its own access permission so you control who sees it.
• Per-technician labor rates – set individual labor rates by tech for more accurate service pricing.
• Add or remove a boat trailer on an existing deal – adjust deals without starting over.
• Full control over units built from a template – once a unit is created from a template, you can now fully edit the unit and its pricing.
• Canned jobs as dealer-installed options – reuse canned jobs as installed options on units.
• More lead tools – new follow-up date filters on the lead grid, and deals now show their linked quote right on the quote grid.
• New & updated state forms – Arizona and Utah forms added.
• Longer item descriptions – inventory item descriptions expanded to 6,000 characters.
• Custom fields in the API – expose your custom fields through the API for integrations.

This month focused on payments, paperwork, and parts. The headline is Tax Profiles, giving you cleaner, more reliable tax handling, plus ACH payment support and barcode label printing.

• Introducing Tax Profiles – a more powerful, organized way to manage and apply taxes.
• ACH payments – accept bank/ACH payments through our eCrypt integration.
• Ribbon barcode label printing – print barcode labels for inventory and parts.
• More state & tax forms – additional forms added, including tax affidavit support.
• Work order returns – improved handling of returns on work orders.
• Pricing privacy for techs – technicians in the “don’t show pricing” role no longer see work order totals in workflows and grids.
• Web API improvements enhancements for integration partners.

One of our biggest feature months yet the debut of Kanban scheduling for the service department, a smarter customer portal checkout, vendor returns, and work order estimate approvals.

• Kanban service scheduling (V1) – a visual drag-and-drop board to schedule and track service work.
• Work order estimate approval – send estimates for approval before work begins.
• Vendor returns – track and process returns to your vendors.
• Smarter customer portal checkout – clearer prompts so customers know when required info is missing.
• System-wide announcements – post a system message to your team from the settings area.
• Lead-to-unit matching – automatically match leads to the unit they’re interested in.
• Custom fields on unit exports – include your custom fields when exporting inventory.
• Lienholder on the purchase agreement – optionally display the lienholder via a setting.
• More lead sources & exports – added MDS web lead support and web lead export from the grid.
• Multi-tab safety – prevents store switching in another tab from saving data to the wrong store.

A month of refinement across deals, accounting, and permissions, plus platform upgrades that make DealerRock faster and more reliable behind the scenes.

• Redesigned form download area – a cleaner, easier way to find and download forms.
• Role-based controls – new permissions for margin updates and editing job status.
• Edit unit cost in Sales Analysis – adjust unit cost directly while analyzing a deal.
• Model descriptor on deals – pull a unit’s model descriptor onto the deal automatically.
• Register history columns – added service and deposit columns to register history.
• Waive credit card fees on invoices – option to waive the CC fee when sending a transaction as an invoice.
• QuickBooks expense splitting – improved expense splitting during QB sync.
• Unit settings & web lead pairing – new unit settings and smarter web lead pre-pairing.
• Performance & reliability – major platform modernization for better stability and speed.

This month was about getting quotes and leads into customers’ hands faster, with better tax reporting for your back office.

• Text or email a finalized quote PDF – send quotes to customers however they prefer.
• Pin lead notes to the top – keep the most important note front and center.
• New unit sales tax report – clearer sales tax reporting for unit sales.
• Tax-exempt customer handling – automatically send items as non-taxable for exempt customers.
• Accounting summary improvements – a more useful accounting summary view.
• Flexible customer emails – option to allow non-unique email addresses in the system.
• New lead source – added Imperial Outdoors.

We expanded your reach with new listing feeds and made everyday paperwork and reporting smoother.

• BoatTrader listing feed – push your inventory to BoatTrader.
• Emailed payment receipts – customers automatically receive a receipt after payment.
• State forms for RV towables – RV towables now supported using the boat form set.
• Link work orders to purchase orders – connect a WO to a PO right from a modal.
• My Leads improvements – a more useful My Leads experience, plus restored Hot Leads.
• Tech performance Excel export – export technician performance to Excel.
• Improved PDF documents – cleaner, more consistent PDF layouts.
• Sales tax reporting – better handling of unit deposit refunds in the sales tax report.

Releases focused on lead capture, quoting, and day-to-day workflow polish.

• Standardized lead import (ADF) – a new ADF processor plus added lead sources (Aimbase, BoatCrazy) to capture more leads automatically
• Quote multiple units – build a single quote covering multiple units.
• Work order labels – add labels to work orders for easier organization.
• Export inventory from any tab – export your unit list no matter which tab you’re on.
• Branded customer emails – outgoing emails now show your store’s business name in the “From” line.
• Custom shop supplies naming – rename shop supplies to match your terminology.
• Auto-unassign stale leads – automatically unassign leads after a set number of days with no contact.