Motor Trader Templates

Motor Trader Templates

There is a huge number of templates that someone in the Motor Trader 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 Trader. 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. Purchase Order
3. Vehicle Inventory List
4. Customer Invoice
5. Vehicle Inspection Checklist
6. Service Appointment Schedule
7. Expense Tracker
8. Profit and Loss Statement
9. Vehicle Sales Agreement
10. Marketing Campaign Plan

Reports

Reports are often prepared by a Motor Trader 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. Vehicle Maintenance Report
6. Marketing Campaign Report
7. Employee Performance Report
8. Market Analysis Report
9. Warranty Claims 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 Trader does and how they do it.

1. Vehicle Inspection SOP
2. Sales Process SOP
3. Customer Service SOP
4. Inventory Management SOP
5. Vehicle Pricing SOP
6. Advertising and Marketing SOP
7. Test Drive SOP
8. Vehicle Delivery SOP
9. After-Sales Service SOP
10. Financial Management SOP

Presentations

Motor Trader 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. Market Analysis Presentation
3. New Vehicle Launch Presentation
4. Customer Satisfaction Survey Results
5. Financial Performance Review

Legal Docs

There are several key times when a Motor Trader 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. Sales Agreement Template
2. Vehicle Purchase Agreement Template
3. Vehicle Rental Agreement Template
4. Repair and Maintenance Agreement Template
5. Employment Contract Template

Health & Safety Templates

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

1. Risk Assessment Template
2. Accident Report Template
3. Fire Safety Checklist Template
4. Personal Protective Equipment (PPE) Inspection Template
5. Vehicle Inspection Checklist Template

Calendars

Setting up Motor Trader 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. Financial Calendar

Invoice Templates

Several types of Motor Trader 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 repair or maintenance services provided by the motor trader.
3. Parts Invoice: This invoice is used to bill customers for the sale of automotive parts and accessories.
4. Rental Invoice: This invoice is used to bill customers for the rental of vehicles, such as cars or trucks.
5. Commission Invoice: This invoice is used to bill customers for any commission earned by the motor trader, such as from vehicle sales or referrals

Survey Templates

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

1. Customer Satisfaction Survey
2. Vehicle Quality Survey
3. Service Experience Survey
4. Sales Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Motor Trader 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. Inventory Review Meeting
3. Marketing Strategy Meeting
4. Customer Service Meeting
5. Financial Performance Meeting

Budget Templates

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

1. Sales Budget Template
2. Purchasing Budget Template
3. Marketing Budget Template
4. Operational Budget Template
5. Financial Budget Template

Dashboards

Dashboards are a useful way for a Motor Trader 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. Financial Analysis Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Motor Trader 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 for New Car Models
2. Service Proposal for Vehicle Maintenance Packages
3. Financing Proposal for Auto Loans
4. Marketing Proposal for Promoting Used Cars
5. Partnership Proposal for Collaborating with Local Dealerships

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 Trader 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.