Docket Auto
Questions and answers
Short answers about what Docket Auto tracks, how late is decided, and what it costs to stop.
What does Docket Auto track?
The deal number, the amount, the finance company, the dates (sent, funded) and the name of the salesperson who sold it (a first name is enough). If you want, the vehicle’s year, make, model and trim, plus callbacks recorded on a deal, a short note on a deal if you add one and, on Lot Plus, your checklists and which items are ticked. We don’t ask for customer information and the app refuses VINs. Deal Jacket paperwork stays in a folder on your own computer. Docket Auto never uploads it.
Do you help me set up?
You won’t need a setup call. After you sign up, a guided setup in the app walks you through it in a few minutes: your dealership, your finance companies and your first deals. If you get stuck, open Help inside the app or email support@docketauto.com.
Do I have to set up late rules?
No. Docket Auto learns each finance company’s usual pace with your dealership from the deals you mark funded, and flags a deal LATE when it runs more than two business days past that company’s pace. Until a company has enough funded deals, it uses your dealership’s overall pace or a default estimate.
Do my salespeople need a login?
No. Salespeople are just names you pick when you add a deal. If someone in your office should see and update the list, you can invite them from Settings.
What happens if I cancel?
Go to Settings → Billing → Cancel plan and confirm once. Billing shows the end date, and we email a confirmation. You keep access until your paid period ends and can undo before then with Keep my plan. Cancelling a past-due plan ends it immediately. Afterwards your account is read-only. No partial refunds.
What is the showroom TV board?
A private, read-only link you open on a TV in your showroom: this month’s sales race by deals sent, with first names and car colors only. No amounts, no deal numbers, no customer details. You can turn the link off any time.
What if we hire a 6th salesperson?
When you reach 6 salespeople, you move to Lot Plus ($149/month) and pay the difference for the rest of that billing period. Back to 5 or fewer, you’re on Lot ($89/month) from your next bill. How we count salespeople: whichever is higher, your active salespeople today or the salespeople who logged a deal this billing period.