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How do I order Polling or other services for a dealership? (Updated 3/15/19)

Ordering Products Effective June 6, 2016

Expectations:

  1. Contracts must be entered timely which should be at least 24 business hours prior to the desired effective date.

  2. Contracts will be processed within 24 business hours. Orders will not be processed without a copy of the contract. Email scanned contract to contracts@getauto.com at the same time of entering the contract in Quickbase/opportunity in DDSSync.

  3. When entering contracts into Quickbase please be sure to select the date you would like us to order the services in the 'Service Effective Date' field. This is the date we will turn the selected service on. Please note, services can only be ordered M-F 8:30AM - 5:00PM EST.

  4. The ordering and cancelling of all paid services will now be handled internally by the Deployment team and Contract Administrators. Any non paid services will still be available to turn on or off through the Service Wizard in IVM.

  5. After the Contract Admin have reviewed and processed each contract the Quickbase entry will be locked down so no further edits can be made. If you need to edit an entry after it has been locked down you will need to email contracts@getauto.com to request changes to the existing entry. This ensures all systems, billing, and production match.

Considerations:

  1. Downgrades will be added to the "Contract Form" as a change contract. Remove existing package (along with any active exceptions) and add new package.

  2. The Onboarding team will create the Dealer account in IVM if it has not been created in Autostik/IVM by the "Service Effective Date".

  3. If polling service is selected the home office will turn the service on based on the "Service Effective Date" selected. Once service is activated you will need to complete the Online Polling Form to begin the polling setup.

  4. Live Video will be turned on based on the "Service Effective Date". Technical contact will be the dealer contact listed on the contract form unless otherwise noted in the field setup notes. Once service is activated the video team will email you requesting additional information in order to complete the setup. Please note this information (with exception of logo or custom intro/outro wrappers) can also be entered in IVM under the "Video" settings.

  5. CLP (Smart Listing) orders/upgrades/downgrades will now be entered as an "Item" on the Quickbase Contract Form. You will no longer need to fill out the CLP form in Insight to complete or to modify an order.

  6. Email CLP market change requests to inventory@dealerspecialties.com.