Motor Dealer Templates

Motor Dealer Templates

There is a huge number of templates that someone in the Motor Dealer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Motor Dealer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Sales Report
2. Inventory Spreadsheet
3. Purchase Order
4. Vehicle Inspection Checklist
5. Service Appointment Schedule
6. Customer Feedback Form
7. Marketing Campaign Tracker
8. Financial Statement
9. Employee Performance Review
10. Vehicle Maintenance Log

Reports

Reports are often prepared by a Motor Dealer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Report
2. Inventory Report
3. Profit and Loss Report
4. Customer Satisfaction Report
5. Service Department Report
6. Marketing Campaign Report
7. Vehicle Maintenance Report
8. Employee Performance Report
9. Market Analysis Report
10. Financial Statement Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Motor Dealer does and how they do it.

1. Sales Process SOP
2. Vehicle Inspection SOP
3. Test Drive SOP
4. Financing and Documentation SOP
5. Vehicle Delivery SOP
6. Customer Complaint Handling SOP
7. Inventory Management SOP
8. Service and Maintenance SOP
9. Marketing and Advertising SOP
10. Employee Training and Development SOP

Presentations

Motor Dealer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Sales Performance Report
2. New Vehicle Launch Presentation
3. Customer Satisfaction Analysis
4. Marketing Campaign Results
5. Financial Performance Review

Legal Docs

There are several key times when a Motor Dealer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Vehicle Purchase Agreement
2. Vehicle Sales Agreement
3. Vehicle Lease Agreement
4. Vehicle Service Agreement
5. Vehicle Trade-In Agreement

Health & Safety Templates

Health & Safety templates for a Motor Dealer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Motor Dealer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Sales Calendar
2. Service Calendar
3. Inventory Calendar
4. Marketing Calendar
5. Staff Schedule Calendar

Invoice Templates

Several types of Motor Dealer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice: This invoice is used to bill customers for the purchase of vehicles or automotive parts and accessories.
2. Service Invoice: This invoice is used to bill customers for any maintenance or repair services provided by the motor dealer.
3. Parts Invoice: This invoice is used to bill customers for the sale of automotive parts and accessories, separate from vehicle purchases.
4. Rental Invoice: This invoice is used to bill customers for the rental of vehicles, such as cars or trucks, provided by the motor dealer.
5. Finance Invoice: This invoice is used to bill customers for any financing or leasing services provided by the motor dealer, including interest charges and monthly payments

Survey Templates

For a Motor Dealer to get insights related to the work they do, they need to send out Motor Dealer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Vehicle Purchase Experience Survey
3. Service Department Feedback Survey
4. Sales Team Performance Survey
5. Parts and Accessories Feedback Survey

Meeting Agendas

Having premade Motor Dealer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Sales Team Meeting
2. Service Department Meeting
3. Finance and Insurance Meeting
4. Marketing and Advertising Meeting
5. Inventory and Procurement Meeting

Budget Templates

To manage finances well, a Motor Dealer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Budget Template
2. Advertising and Marketing Budget Template
3. Inventory Budget Template
4. Employee Payroll Budget Template
5. Overhead Expenses Budget Template

Dashboards

Dashboards are a useful way for a Motor Dealer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Satisfaction Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Motor Dealer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Sales Proposal: Monthly Sales Promotion Proposal
2. Marketing Proposal: Digital Advertising Campaign Proposal
3. Service Proposal: Monthly Service Package Proposal
4. Partnership Proposal: Collaboration with Local Auto Repair Shops Proposal
5. Expansion Proposal: Opening a New Branch in a Nearby City Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Motor Dealer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.