user guide v2

USER GUIDE

1 INTRODUCTION 31.1 Top 10 Reasons to use iTestDrive in your dealership 4

2 USER GUIDE (GENERAL) 52.1 Downloading and opening the iTestDrive app 6

2.2 Logging in with username and password or pin 7

2.3 Booking out a test drive or loan 8

2.4 Searching or adding a vehicle 8

2.5 Manual input of driver’s detail 12

2.6 Booking out a vehicle 13

2.7 Booking in a vehicle 15

2.8 Recording a result and comment 18

2.9 Settings 20

2.10 Help 21

2.11 Statistics 21

3 AUTOGATE USER GUIDE 233.1 Signing up or logging in 24

3.2 Pushing a lead to the app 25

3.3 Updating the client’s details 27


3.5 Booking in a vehicle 31

3.6 Recording a result and comment 32

3.7 Walk-in prospects 33

CONTENTS

4 ADDED TIPS FOR THE ITEST DRIVE APP 354.1 Contacting the driver from the app 36

4.2 Manual input of driver’s details 36

4.3 Entering ‘other’ comments in results 37

4.4 Tips for all screens 37

4.5 Settings 38

4.6 Statistics 38

5 PORTAL USER GUIDE 395.1 Accessing the portal 40

5.2 Logging in 40

5.3 Home page 41

5.4 Editing the business profile 41

5.5 Account details 42

5.6 Editing a personal profile 43

5.7 Changing a password 43

5.8 Adding a new user 44

5.9 Deleting a user 45

5.10 Creating a vehicle 46


5.12 Searching a test drive 48

5.13 Active drives 48

5.14 Statistics 49

3

INTRODUCTION

Dear Dealer Principal,

I would like to introduce iTestDrive, a revolutionary new cost saving mobile application that has been developed specifically for motor dealers to do away with clunky and ineffective hardcopy test drive forms.

The real beauty of iTestDrive is that it will not only save you money through more effective information management, but also make you money through more efficient lead generation and client interaction practices.

This simple, smart and easy to use technological solution adds value to each dealership with no more lost leads and full digital management of all information. Endorsed and integrated with Pentana and Autogate, this smart application easily and comprehensively digitally records movement of all vehicles and clients and assigns responsibility to identified drivers and salespeople.

As a Dealer Principal and for the first time ever, you can now have real time access to the performance of your dealership from anywhere in the world.

Dealer Principals and sales managers are able to log and track the daily, weekly and monthly performance of any sales person and rate their closing success and training needs. iTestDrive is also a tool for enhanced vehicle inventory management.

Nowadays, with speed cameras, red light cameras and tolls, it is essential that a Dealer Principal can access and assign responsibility to a particular vehicle on any given day or time. Hefty penalties exist for businesses that are not stringent about the process of logging drivers that are using their vehicles, and even then, the time that is wasted filing these log sheets and then redeeming them in the case of an infringement is considerable. iTestDrive does away with all that.

It is great for client management too! The follow up process is simple; at a touch of a button the address phone number and details of any potential client that drove a vehicle can be accessed. The follow up communication with the client is automated ensuring optimal follow through.

All of this information is seamlessly integrated with your own dealer management system through our affiliations with Pentana and Autogate.

To find out how affordable and accessible iTestDrive is for your dealership call Dave Cox on 0439 710 357 or John Pollock on 0438 000 333 or visit our website at itestdrive.com.au.

Delivering confidence to Dealer Principals

ITESTDRIVE USER GUIDE4

1. iTestdrive is the most user friendly test drive log system in the world.

2. iTestdrive electronically records and captures all necessary test drive data in 20 seconds or less.

3. iTestdrive means you never have to leave the side of your potential buyer.

4. iTestdrive allows Dealer Principals to access real time data on all test drives instantly and from anywhere in the world.

5. iTestdrive recognises the performance of salespeople.

6. iTestdrive means no more lost leads.

7. iTestdrive reports on the outcome of all potential sales.

8. iTestdrive captures all customer information for easy follow up.

9. iTestdrive fills a big gap in the motor vehicle industry and provides a simple and affordable solution to Dealer Principals.

10. iTestdrive maximises the first customer interaction.

TOP 10 REASONS TO USE ITESTDRIVE IN YOUR DEALERSHIP

5

USER GUIDE(GENERAL)


2.1 DOWNLOADING AND OPENING THE ITESTDRIVE APP

iTestDrive is available on the App Store and Google Play. Simply search by typing “itestdrive” and you will see the app appear in the list.

Enter a valid account to download. Once downloaded, click on the iTestDrive icon to launch the app.

7USER GUIDE (GENERAL)

To log in, enter your email address and personal password or pin if you have selected that option.

The home screen now appears.

There are five areas - book out, statistics, settings, help, and active drives.

2.2 LOGGING IN WITH USERNAME AND PASSWORD OR PIN


Click ‘Book Out’ on the home page. You will be prompted to select ‘Test Drive’ or ‘Loan’. Simply make your selection.

In the tabs, select ‘Stock #’ or ‘Rego #’. ‘Stock #’ is the default. To search by registration number, select ‘Rego #’.

2.3 BOOKING OUT A TEST DRIVE OR LOAN

2.4 SEARCHING OR ADDING A VEHICLE

9USER GUIDE (GENERAL)

Assuming you choose ‘Stock #’, enter the vehicle’s stock number and then search.

The app is integrated with your stock. The vehicle will automatically appear.

2.4 SEARCHING OR ADDING A VEHICLE (CONT.)


If the vehicle does not automatically appear, check that you have put in the correct details or add the vehicle to your dealer inventory by pressing ‘Add Vehicle’ at the bottom of the screen.

To add the vehicle, search the vehicle’s stock number. When found, the vehicle listing will appear.


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Check the details are correct, then press ‘Save‘ to move to ‘Leads’ or ‘Continue’ to continue.

Choose the ‘Client Licence #’ tab. Enter the client’s license number and press the green magnifying glass to search.

If the client is in the database, all their details will automatically appear and you can press ‘Continue’. If the client is not already in the database, you will need to press the ‘Add Client’ button.


USER GUIDE (GENERAL)


You can capture up to 2 forms of I.D. You can select to use ‘ID Scan’ to pre-fill information, or ‘Photo ID 1’ to open the camera and manually enter the client’s information.

Importantly, these images are not saved on your device. They go to iTestDrive’s secure database and are only used for infringement details.

2.5 MANUAL INPUT OF DRIVER’S DETAILS

In either case, take a clear photo of the license.

When scanning, do not take the photo in direct or poor light, and align and focus to maximize the scan devices capabilities. This process takes around 10 seconds.

If you choose to take a photo, you will be asked if you would like to use or retake the photo. Select use if you are happy with the image.

Press the next field to replicate the process for the reverse side of the license or any other I.D. that your dealership may require.

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2.5 MANUAL INPUT OF DRIVER’S DETAILS (CONT.)

You will notice that the phone number or license number you have entered has been saved in the field.

Continue to fill in each and every blank field remaining.

Slide the screen up to enter the client’s email address. This is very important. All the information including terms and conditions will be sent to this email address.

After the fields have been completed, press ‘Continue’.

The vehicle and client details will be displayed.

Once the client has agreed with the terms and conditions, press ‘I Accept’ to confirm, and then press ‘Book Out’.

2.6 BOOKING OUT A VEHICLE



The client agrees again to the terms and conditions by signing with their finger. Then click ‘Done’.

Confirm that you want to book out the vehicle.

2.6 BOOKING OUT A VEHICLE (CONT.)

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The vehicle is booked out and thetest drive time will be recorded and logged from that moment.

You can have unlimited test drives booked out at the same time.


2.7 BOOKING IN A VEHICLE

When the client returns, select the center button on the home page, ‘Leads and Active Drives’, to reactivate the test drive activity. Four tabs will appear at the top.

‘Leads’ are leads that have been pushed to you by the lead provider (Autogate) or vehicles that have been saved, to continue at a later time.



2.7 BOOKING IN A VEHICLE (CONT.)

‘Active’ are demos that have not yet been booked in.

‘Incomplete’ are demos that have been booked in but no comment on the outcome of the demo has yet been selected.

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‘All’ are all test drives that you have had. Sold cars are marked in green and loan cars in yellow.


Find the client that has just returned. Click the client’s name, and the iTestDrive app will return you to the active test drive.



Press ‘Book In’.

The book in has now been time stamped.

The client will automatically receive an email from Carsales including the e-brochure on the vehicle.

Another email from iTestDrive with the signed terms and conditions will also be sent, with a thankyou from the dealership endorsed by the sales person.


At any time after discussing the demo with your client, you can enter ‘Active Drives’ and select an outcome for future reference and follow up.

2.8 RECORDING A RESULT AND COMMENT

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There are a number of outcomes in a drop down box to choose from.

If none of these apply, you can select ‘other’ and record your own result.

2.8 RECORDING A RESULT AND COMMENT (CONT.)



From the home page, click ‘Settings’.

2.9 SETTINGS

In settings, you can view or edit your own personal profile.

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The ‘Help’ icon will take you to video tutorials in case you need a refresh on how to use the application and the portal.

2.10 HELP

The ‘Statistics’ button will display all the stats on your personal demos - names, addresses, email, phone, age, sex etc.

2.11 STATISTICS



Just remember, the more you use the app,

the smarter and faster you will become at using it.

If you have any questions, please check our

website or call our help line between

9am-5pm and one of our customer service

representatives will be happy to help you.

W. itestdrive.com.au

P. 02 6282 3000

Welcome to the EASY, SIMPLE and SMART world of iTestDrive. Enjoy.

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AUTOGATEUSER GUIDE


3.1 SIGNING UP OR LOGGING IN

To start, simply log in. You will have access to all the inventory and leads that your Autogate account authorizes.

If your dealership is subscribed to the iTestDrive service, continue by clicking the ‘Autogate’ tab. To subscribe, hit the iTestDrive logo or the hyperlink on this page. You can easily sign up, log into the portal, watch videos and much more.

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Select the ‘Leads’ tab relevant to your department.

Then select the lead.

3.2 PUSHING A LEAD TO THE APP

AUTOGATE USER GUIDE

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3.2 PUSHING A LEAD TO THE APP (CONT.)

After you’ve made contact and an appointment has been confirmed,click on the iTestDrive icon.

This loads all of the clients details and the vehicle on the iTestDrive mobile app.

The mobile Autogate will automatically launch the iTestdrive app.

From the autogate desktop version, you will need to open the iTestDrive app to retrieve the pushed lead.

The clients, leads and vehicles that you have loaded through the Autogate portal will now appear.

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When you are ready to commence the test drive, just click that lead.

If the details are correct, click ‘Continue’.

Either press ‘ID Scan’ to scan automatically or ‘Photo ID’ for manual input.

3.2 PUSHING A LEAD TO THE APP (CONT.)

3.3 UPDATING THE CLIENT’S DETAILS

AUTOGATE USER GUIDE


Align the licence and tap to capture.

When scanning, the process takes around 10 seconds.

The client’s details will appear. You can edit any field or retake the image.

3.3 UPDATING THE CLIENT’S DETAILS (CONT.)

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Once you’ve checked the details are correct, press ‘Continue’.

The vehicle and client details will be displayed.

Once the client has agreed with the terms and conditions, press ‘I Accept’ to confirm, and then press ‘Book Out’.

3.3 UPDATING THE CLIENT’S DETAILS (CONT.)


AUTOGATE USER GUIDE


The client agrees again to the terms and conditions by signing with their finger. Then click ‘Done’.

Confirm that you want to book out the vehicle.


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The vehicle is booked out and the activity time stamped.

The app will automatically return to the home screen.

When the client returns, press the center button on the home page, ‘Leads and Active Drives’, to reactivate the test drive activity.

A list of current test drives will be displayed.

Find the client that has just returned. Click the client’s name, and the iTestDrive app will return you to the active test drive.


3.5 BOOKING IN A VEHICLE

AUTOGATE USER GUIDE


Press ‘Book In’.

The book in has now been time stamped.

The client will automatically receive an email from Carsales including the e-brochure on the vehicle.

Another email from iTestDrive with the signed terms and conditions will also be sent, with a thankyou from the dealership endorsed by the sales person.

Once discussions with the client have been finalized, go to ‘Incomplete Drives’.

Select a result from the drop down box or select ‘other’ to write your own personalized result.


3.6 RECORDING A RESULT AND COMMENT

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The result will automatically be loaded onto the comments section of Autogate for that lead.

Select ‘Book Out’.

3.6 RECORDING A RESULT AND COMMENT (CONT.)

3.7 WALK-IN PROSPECT

AUTOGATE USER GUIDE


Press ‘Test Drive’.

Enter the stock number or rego number and then press ‘Continue’.

Follow the same Book Out and Book In procedure as previously explained.

When the vehicle is booked back in, a new lead will be generated and all comments transferred to the leads profile.

3.7 WALK-IN PROSPECT (CONT.)

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ADDED TIPS FOR THE ITEST DRIVE APP


By pressing the ‘Driver’ tab you can view all details of the driver. From this page, you can call or email the client directly from the app.

To manually enter the driver’s details,press ‘Photo ID’ to open the camera. Align the licence and tap to capture. This can be repeated for up to three I.D.’s if required.

Importantly, these images are not saved on your device. They go to iTestDrive’s secure database and are only used for infringement details.

Enter the client’s phone number. If the client is already in the database, their details will fill automatically. If not, proceed to fill in the blank fields.

The address field is integrated with a predictive address search capability, similar to Google Maps. When you type in a correct address, following fields, including city, state, and postcode, will automatically fill.

4.1 CONTACTING THE DRIVER FROM THE APP

4.2 MANUAL INPUT OF DRIVER’S DETAILS

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If you can’t find a comment in the drop down box that suits your result, simply select ‘Other’. You can then type in, or tap on the microphone to activate speech to text and record your own personal comment.

4.3 ENTERING ‘OTHER’ COMMENTS IN RESULTS

4.4 TIPS FOR ALL SCREENS

1. Pressing the blue arrow in the top left will take you ‘back’ at any time.

2. Pressing the ‘Home’ button in the top right will immediately return you to the home screen.

3. Pressing the green magnifying glass will begin a search.

4. Pressing any icon on the bottom will take you directly to that page.

ADDED TIPS FOR THE ITEST DRIVE APP

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4.5 SETTINGS

1. To view or edit your profile, press the arrow on the top right. Dealer Principals can change personal and business profiles on this page by selecting ‘Personal’ or ‘Business’. All other users can only edit their own personal profile.

2. To edit the image associated with your profile, press on the image box and replace from your files.

3. You can change your email address, phone number and password from this page.

4.6 STATISTICS

On this page, you can check all statistics by date, age, gender, make, model, postcode and sales person. Simply tap on any graph to adjust your search.

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PORTALUSER GUIDE


5.1 ACCESSING THE PORTAL

This is the User Guide for the iTestDrive Portal, used to create new users for a dealer, add new vehicles, add new clients, and view statistics. Access the portal by clicking ‘Sign In’.

Enter the email associated with your account, or your username, provided by iTestDrive. Enter your password, also provided by iTestDrive, and log into the portal.

5.2 LOGGING IN

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5.3 HOME PAGE

The portal is a user-friendly dashboard, which displays all the iTestDrive features. The default page will display all users who have access to the portal with their basic details. The portal allows you to view and search your test drive activity. The navigation on the left allows for quick reference to the activity conducted by the users in the dealership.

By clicking ‘Edit Business Profile’, you can enter or update your dealerships company profile. You can upload your company logo, add group email addresses and add your dealerships terms and conditions.

5.4 EDITING THE BUSINESS PROFILE

PORTAL USER GUIDE


5.4 EDITING THE BUSINESS PROFILE (CONT.)

5.5 ACCOUNT DETAILS

Click ‘Submit’ to save your changes.

By clicking ‘Account Details’, you can view details of the iTestDrive account. View available licenses, add or change licensed users, access your payment details and renew your iTestDrive account.

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5.6 EDITING A PERSONAL PROFILE

By clicking ‘Edit Personal Profile’, you can edit the details of the logged in user. You can add a secondary email account, department they belong to and a picture, and change the password provided by iTestDrive. Click ‘Submit’ to save your changes.

Click ’Change Password’, enter a new password, confirm your password and click ‘Submit’ to save your changes.

5.7 CHANGING A PASSWORD

PORTAL USER GUIDE


5.8 ADDING A NEW USER

To add a new user, simply click on ‘Add User’, fill in the name, email address, a temporary password, and the role of the user by selecting on the drop down options.

Click ‘Submit’ to save your changes.

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5.8 ADDING A NEW USER (CONT.)

The user is now saved into the iTestDrive system and will have immediate access to the system.

5.9 DELETING A USER

To delete a user simply click on ‘Delete’ under ‘Actions’. You will be asked to confirm the deletion.


5.9 DELETING A USER (CONT.)

The user will be removed from ‘Users’.

To create a vehicle, click on ‘Create Vehicle’ and enter the vehicle’s details, such as stock number, rego number, make, model, year, and department from the drop down list. Click ‘Submit’ to save your changes.

5.10 CREATING A VEHICLE

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5.10 CREATING A VEHICLE (CONT.)

Under ‘Vehicles’, you will see your entry was successfully created.


To book out a vehicle, click on ‘Book Out’. Select the radio button to choose your search method. You can search the vehicle either by ‘Stock #’ or ‘Rego #’. Click ‘Submit’ to begin the process. When the vehicle is found, click ‘Continue’ to process the book out. Don’t forget to select ‘Test Drive’ or ‘Loan’.


5.12 SEARCHING A TEST DRIVE

5.13 ACTIVE DRIVES

To access the details of a test drive, select ‘All Test Drives’. You can search for a vehicle and driver from a specific time or day. Enter the ‘Rego’ or ‘Date’ field and click ‘Search’.You can see all test drives that are currently out under ‘Active Drives’.

You can book in, make comments and show details by selecting the appropriate action.

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5.14 STATISTICS

You can view and search statistics under ‘Statistics’. Search by all, day, week, month or year, or customize a selection from the available options.

The results of your selected search method will appear. Click on any comment or graph to customize your results further.


5.14 STATISTICS (CONT.)

user guide v2

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