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Welcome to the New Vehicle Wizard

Key Changes to Your Workflow

Last Updated: June 16, 2026

Welcome to the all-new Vehicle Wizard, now running on our upgraded AWS platform with a faster, more intuitive React interface!

While we've focused on keeping the experience familiar, moving to this new platform has allowed us to make some important performance and security improvements.

 

As a result, there are three key adjustments to your daily workflow that you need to be aware of.

To get started quickly, watch this short 45-second video detailing the changes:
Key Change #1: Manual DMS Inventory Refresh

We have retired the process that automatically pulled new vehicle downloads from your DMS in the background. This change gives you more control and results in a faster, more responsive experience when you log in or add new vehicles to your DMS.

 

 

How it Affects You:

You now determine when to pull your latest inventory from the DMS. Your inventory list on the main page will not automatically update until you request it.

 

 

New Workflow:

  • Log in to the Vehicle Wizard.

  • Locate the new Refresh button at the top of your vehicle list. [image of refresh icon]

  • Click Refresh whenever you need to ensure you have the absolute latest vehicle data.

  • Once the download process completes, you can proceed with your inventory tasks as usual (searching, reporting, printing, etc.).

Key Change #2: First-Time Device Registration

To enhance the security and tracking of your dealership's scanning equipment, we now require that every phone or handheld scanner be registered the first time it is used to sign in to the new Vehicle Wizard.

 

How it Affects You:

The very first time you use a specific mobile device (like a phone or scanner) to log in with your credentials, you will see a simple registration screen before you can proceed.

 

New Workflow:

  • Enter your username and password on the mobile device.

  • A page will appear asking you to name that device.

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  • Enter a recognizable name for the device (e.g., "XT40", "Sales Scanner," "John's iPhone").

  • Click Register.

This device is now linked to your account and ready for future use without re-registration.

Key Change #3: Assigning Users to a New Inventory

To provide better accountability and tracking, you must now explicitly select which of your dealership’s users will be assigned to a specific inventory process when you begin a new one.

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How it Affects You:

The "Begin New Inventory" process now includes a required user assignment step.

 

New Workflow:

  • Click Begin New Inventory.

You will see a list of all active users at your dealership. [image of user selection after begin new inv]

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  • Select the check boxes next to the specific users who will be responsible for scanning or managing this inventory.

  • Proceed to initiate the inventory.

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Need More Help?

We are committed to making this transition as seamless as possible for you. If you have any questions that this guide did not answer, please don't hesitate to reach out to our support team:

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