🏁

DealerOS

The Operating System for Modern Dealerships

Page 1 of 8 — Sign-In & Store Selection

Sign-In & Store Selection

DealerOS · Enterprise SSO & Multi-Rooftop Entry

01 — Microsoft Entra SSO · Sign-In
app.example.com/sign-in
🏁
DealerOS
Dealer Operating System
For Multi-Rooftop Dealer Groups

One workflow-centric platform across every rooftop.

CRM, sales workflows, desking, equity mining and inventory intelligence — unified, role-aware, and tenant-isolated by store.

🔐
SSO via Microsoft Entra ID
Azure AD identity · MFA enforced by policy
🏢
Multi-store, role-based access
Store-scoped data · RBAC · audit logged
🛡️
FTC Safeguards compliant
Encryption at rest & in transit
Patterson Auto Group

Sign in to DealerOS

Use your dealership network identity to continue.

🪟 Continue with Microsoft Entra ID
OR EMAIL
marcus.l@pattersonauto.com
••••••••••••👁
📲
Multi-factor authentication
Approve the request in Microsoft Authenticator
Required
Continue →
🔒 Sessions are scoped to a single store. Every sign-in is recorded in the audit log.
02 — Choose Your Store · Multi-Rooftop Selector
app.example.com/select-store
🏁
DealerOS
Signed in as Marcus L. · Sales Manager
Choose your store

Patterson Auto Group · 4 rooftops

Select a rooftop to enter, or open the group-wide rollup view.

PF
Patterson Ford
Vancouver · Store 01
YOUR STORE
214
Units in stock
38
Active deals
12
Teammates
TK
Tustin Kia
Tustin, CA · Store 02
Admin
178
Units in stock
29
Active deals
9
Teammates
MH
Meridian Honda
Seattle, WA · Store 03
Viewer
156
Units in stock
22
Active deals
8
Teammates
CC
Capital Chevrolet
Austin, TX · Store 04
Viewer
241
Units in stock
41
Active deals
14
Teammates
🗺️
Group Rollup View
Consolidated KPIs and pipeline across all 4 rooftops
Open rollup →

DealerOS V1 Prototype

Operations Dashboard

Sales Manager · Role-Specific Daily Home · Multi-Store Rollup

01 — Role Home · KPIs, Pipeline, Leaderboard & Equity Alerts
app.example.com/dashboard
🏁
DealerOS
Patterson Ford · Vancouver
PFStore 01▾
📊 Dashboard
👤 Customer 360
🔀 Sales Workflow
🧮 Desking
🚗 Inventory
✨ AI Assistant
⌘Search or jump…⌘K
Sales Manager · Marcus L.

Good morning — here is your floor today

This storeGroup rollup
Units sold MTD
86
▲ 12 vs pace
Front + back gross
$248K
▲ 8%
Pipeline value
$1.4M
38 open deals
Avg PVR
$2,884
▼ $46
Pipeline by stage38 deals · $1.4M weighted
11
9
7
6
5
ProspectEngagedAppraisalDeskApproval
✨
AI insight
5 deals sitting in Desk over 48h — push for manager pencil to protect close rate.
Review
Salesperson leaderboard
1
SK
Sarah K.19
2
JD
John D.16
3
DP
Dev P.14
Equity alerts7 new
Dr. Patel · 2022 F-150
+$4,200 positive equity
Upgrade
Helen O. · 2021 Escape
+$2,650 · lease maturing
Upgrade

DealerOS V1 Prototype

Customer 360

Unified Profile · Vehicles, Equity, Timeline & History

01 — Universal Search · Unified Customer Profile & Activity
app.example.com/customers/4821
🏁
DealerOS
🔍Search customers, vehicles, VINs, deals…⌘K
ML
SK
Sarah K.
Customer since 2018 · ID 4821
Repeat buyerEquity +
📱 Mobile+1 604 ••• 7740
✉️ Emailsarah.k@email.com
📍 ZIPV6B · Vancouver
⭐ CSAT4.9 / 5
Vehicles owned
2022 Ford F-150 XLT
VIN ••••• 4471 · 41,200 km
Payoff $28,400Equity +$4,200
2019 Ford Escape SE
VIN ••••• 9920 · traded 2022
OverviewDealsServiceNotes & Tasks
Activity timeline
Equity alert generated — upgrade opportunity
Automotive Mastermind · Today 08:14
Service visit — oil change & inspection
CDK DMS · Mar 12 · $128
Purchased 2022 F-150 XLT — financed
Sold by Sarah K. · Jul 2022 · $46,800
First contact — web lead via Apollo
May 2018
Open tasks
Call re: F-150 upgrade
Due today
Send trade appraisal
Tomorrow
✨ AI customer summary
Loyal repeat buyer, 2 vehicles purchased. Currently +$4,200 equity on her F-150 with a maturing lease history. High propensity to upgrade — recommend a same-trim, low-payment-delta offer.

DealerOS V1 Prototype

Sales Workflow Engine

Process-Driven Pipeline · Equity Mining · Manager Approval

01 — Workflow Stages, Equity-Mining List & Approval Step
app.example.com/workflow
Sales Workflow Engine

Every deal moves through one guided process

My deals+ New deal
✓
Prospect
✓
Engaged
✓
Appraisal
4
Desk
5
Mgr Approval
6
Sold
⛏ Equity-mining list14 in positive equity
CustomerCurrent vehicleEquityAction
Sarah K.
Lease matures 60d
2022 F-150 XLT+$4,200Start deal
Dr. Patel
36 payments made
2021 Explorer+$3,150Outreach
Helen O.
Service loyal
2021 Escape SE+$2,650Outreach
John D.
Low mileage
2020 Ranger+$1,980Outreach
⏳ Manager approval needed3 pending
Sarah K. · 2024 F-150
Salesperson: Dev P. · Stage: Desk
Below margin
Requested discount
$2,400
Resulting gross
$1,860
ApproveCounter
Today's follow-up tasks
Call Dr. Patel — equity upgrade10:00
Send Helen O. trade figures14:00
Confirm delivery — John D.16:30

DealerOS V1 Prototype

Native Desking

Four-Square Worksheet · First Pencil · Deal Structuring

01 — Four-Square, Deal Structure, Incentives & Trade
app.example.com/desking/deal-7741
Desking · Deal #7741

Sarah K. · 2024 Ford F-150 Lariat

Stock #F24-0912 · Salesperson Dev P. · Desk by Marcus L.
📝 FIRST PENCILSend to F&I
Vehicle Price
MSRP$58,490
Discount-$2,400
Selling price$56,090
Sale total$58,930
Trade-In
2022 F-150 XLT
VIN ••••• 4471 · 41,200 km
ACV$32,600
Payoff$28,400
Net equity+$4,200
Down Payment
Cash down$3,000
Trade equity$4,200
Rebates$2,000
Total down$9,200
Monthly Payment
60 mo
$842
72 mo
$724
84 mo
$638
Target customer payment$725 / mo
Deal structure
LenderFord Credit ▾
Term72 months
APR (buy rate)6.49%
Amount financed$49,730
Incentives & rebates
Retail customer cash$1,500
Loyalty / conquest$500
✨
Desking assistant
At $725/mo target, drop to 72 mo and apply both rebates — holds $2,640 gross and clears manager margin.

DealerOS V1 Prototype

Inventory Intelligence

Vehicle Grid · Interactive Lot Map · Aging & Price-to-Market

01 — Inventory Grid, Lot Map & Vehicle Detail Peek
app.example.com/inventory
Inventory Intelligence · Patterson Ford

214 units · $9.6M on the ground

GridLot mapFilter ▾
Avg days in stock
38
Aged 60+ days
18
Below market
71%
Reprice flags
9
Stock #VehicleDaysPriceMarket
F24-0912
2024 F-150 Lariat
VIN ••••• 0912
8$58,490-$640
F24-0744
2024 Explorer ST
VIN ••••• 0744
44$52,210+$880
F23-0510
2023 Bronco Sport
VIN ••••• 0510
72$36,950+$1,420
F24-0388
2024 Mustang GT
VIN ••••• 0388
14$61,400-$210
F22-0119
2022 Escape SEL
VIN ••••• 0119 · used
66$27,300+$540
🗺️ Lot map · Front lineZone A · 24 spots
FreshAging60+ days
Spot A-03 · Vehicle peek
2024 F-150 Lariat
Stock #F24-0912 · 8 days
List price$58,490
Price to market96% · sharp
VDP views (7d)412
Open vehicle detail

DealerOS V1 Prototype

AI Assistant & Command Palette

Embedded AI · Natural-Language Ops · ⌘K Navigation

01 — AI Assistant Panel & Command Palette Overlay
app.example.com/assistant
✨ AI-Assisted Operations

Embedded across every workflow

🌙LightDark
Customer summary
Sarah K. is a loyal repeat buyer with +$4,200 equity. High propensity to upgrade to a 2024 F-150 Lariat.
Workflow recommendation
5 deals are stalled in Desk over 48h. Prioritize manager pencils to protect this month's close rate.
⌘find equity customers ready to upgrade|ESC
✨ AI actions
⛏
Run equity-mining on positive-equity customers
14 matches at this store · Automotive Mastermind
↵
💬
Draft upgrade outreach for Sarah K.
Grounded in deal terms · review before send
Navigate
🧮
Open Desking · Deal #7741
G then D
🚗
Go to Inventory · aged 60+ days
G then I
🏢
Switch store · Group rollup
⌘ ⇧ S
↑↓ to navigate · ↵ to runModel: Anthropic Claude · OpenAI fallback

DealerOS V1 Prototype

Deliverables

V1 Scope & Architecture

DealerOS V1

A workflow-centric Dealer Operating System for multi-rooftop dealership groups. DealerOS unifies CRM, guided sales workflows, native desking, equity mining and inventory intelligence into one role-aware, multi-tenant web platform used daily by dealership staff. Phase 1 ships the modern, scalable foundation: enterprise SSO, store-isolated RBAC, the core operating modules, and embedded AI — built for internal use first and future commercialization as SaaS.

⚙️

Tech Stack

Next.js + TypeScript
NestJS / Node.js
PostgreSQL (store-isolated)
Redis (cache + jobs)
AWS · containerized
REST + GraphQL
🧠

Core Technologies

  • Next.js + TypeScript — Operating web app, command palette & role-specific UI
  • NestJS / Node.js — Multi-tenant API, RBAC, REST + GraphQL services
  • PostgreSQL — Store-isolated data with row-level multi-tenancy
  • Redis — Caching, queues & async workflow / AI jobs
  • AWS — Containerized, autoscaling, CI/CD pipelines
  • OpenAI / Anthropic — Embedded AI: summaries, recommendations, NL search
📦

V1 Deliverables

✓
Product architecture (multi-tenant, multi-store) & database design
V1
✓
Microsoft Entra ID (Azure AD) SSO, MFA & session management
V1
✓
Store-scoped RBAC, audit logging & FTC Safeguards posture
V1
✓
Operations Dashboard — role-specific KPIs, pipeline & equity alerts
V1
✓
Customer 360 — unified profile, equity, timeline & history
V1
✓
Sales Workflow Engine — guided stages, equity mining & manager approval
V1
✓
Native Desking — four-square worksheet, deal structuring & incentives
V1
✓
Inventory Intelligence — grid, interactive lot map & aging signals
V1
✓
Embedded AI assistant + command palette (⌘K) productivity layer
V1
✓
UI/UX design, DevOps / CI-CD, QA & deployment documentation
V1
→
F&I menu, e-contracting & lender integrations
V2
→
Service & fixed-ops workflows tied to equity mining
V2
→
Snowflake-powered group analytics & executive reporting
V2
→
Customer-facing digital retailing & deal hand-off
V2
→
Configurable workflow builder per store / brand
V2
→
Self-serve multi-tenant onboarding for commercialization
V2
🏛

Architecture Layers

CLIENT
Next.js operating app · role-specific UI · command palette · store-scoped sessions
IDENTITY
Microsoft Entra ID (Azure AD) SSO · MFA · RBAC · audit logging · FTC Safeguards
API GATEWAY
NestJS · REST + GraphQL · per-store tenancy guard · rate limiting · OpenAPI
SERVICES
CRM · workflow engine · desking · inventory intelligence · AI service (OpenAI/Anthropic)
DATA & INTEGRATIONS
PostgreSQL (store-isolated) · Redis · CDK DMS · Snowflake · Automotive Mastermind · Apollo
OPS
AWS · Docker · CI/CD · autoscaling · observability · encryption at rest & in transit

DealerOS V1 Prototype