Settings & Customization
Customize CarFlow to match your dealership's unique workflow.
Customizing Kanban Columns
Every dealership operates differently. You can customize the columns on your Kanban board to reflect your exact reconditioning stages.
- Go to Settings > Pipeline.
- Here you can rename existing columns, add new ones, or drag to reorder them.
- Common setups include: Purchased, In Transit, Mechanical Inspection, Parts Ordered, In Shop, Detail, Photo Booth, Front Line Ready.
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Task Templates
If you find yourself creating the same repair tasks frequently (e.g., standard oil change, 50-point inspection), you can create templates to save time.
- Navigate to Settings > Task Templates.
- Click New Template.
- Enter the title, default description, and standard estimated time or cost.
- These templates will now be available in a dropdown menu when creating a new task on a vehicle.
General Workspace Settings
Under Settings > General, you can update your dealership's name, logo, and time zone. This logo will appear on internal reports and the showroom kiosk.