Dealertrack Pro

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Speed up your workflow with DealerTrack Pro. This productivity toolkit helps
Canadian dealership staff work faster inside DealerTrack.ca — eliminating
repetitive data entry, automating form filling, and generating documents in
seconds.
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① 𝗘𝘅𝗽𝗼𝗿𝘁 / 𝗜𝗺𝗽𝗼𝗿𝘁
Copy a full application (including co-signer and Worksheet data) to clipboard
and paste it into any new application instantly. Works across multiple Chrome
profiles or between regular and incognito browsers, so you can transfer data
between different DealerTrack accounts with no manual re-typing.
𝘏𝘰𝘸 𝘵𝘰 𝘶𝘴𝘦: Go to Applicant info → click Export → go to Co-app (if applicable)
→ click Export → go to Worksheet → click Export. Then open your other
DealerTrack session, create a new app, and click Import. You can adjust import
speed to match your connection.

② 𝗕𝗶𝗹𝗹 𝗼𝗳 𝗦𝗮𝗹𝗲
Generate a professional Bill of Sale PDF pre-filled with deal data, complete
with your dealership's logo, salesperson info, and financing details. Supports
saving multiple dealership profiles with separate logos, addresses, and HST
numbers.
𝘏𝘰𝘸 𝘵𝘰 𝘶𝘴𝘦: Export the Applicant, Co-applicant (if applicable), and Worksheet
tabs first. Then click BOS → Paste Data → fill in dealer info → Generate Bill
of Sale.

③ 𝗖𝗼𝗻𝘀𝗲𝗻𝘁
Automatically checks all consent and disclosure checkboxes in the Documents
tab in one click.
𝘏𝘰𝘸 𝘵𝘰 𝘶𝘴𝘦: Navigate to the Documents tab and click the Consent button.

④ 𝗟𝗶𝗰𝗲𝗻𝗰𝗲 𝗦𝗰𝗮𝗻𝗻𝗲𝗿
Upload a photo of a client's Ontario driver's licence and the AI reads and
fills in their personal information, address, and date of birth automatically
— no API key required. Or send the photo via Telegram to @Gassisstant and
import it directly from the queue. A free public test account is available
with no setup.
𝘏𝘰𝘸 𝘵𝘰 𝘶𝘴𝘦: Click Licence Scanner → choose Upload or Send from Telegram → scan
or import → click Fill Form from Licence.

⑤ 𝗗𝗲𝗮𝗹 𝗡𝗼𝘁𝗲𝘀
Add inline notes to any deal directly in your applications list. Notes are
permanently saved in your browser only.
𝘏𝘰𝘸 𝘵𝘰 𝘶𝘴𝘦: Just type your notes next to any deal. Use the toggle button to
turn the feature on or off.

⑥ 𝗗𝗲𝗮𝗹 𝗙𝗶𝗻𝗱𝗲𝗿
Search 16,000+ live Canadian used car listings and instantly find vehicles
that fit within your lender's approval parameters. Enter your payment call,
interest rate, term, and add-ons — Deal Finder calculates the maximum selling
price and surfaces every matching vehicle with room to work.
𝘏𝘰𝘸 𝘵𝘰 𝘶𝘴𝘦: Click Deal Finder → enter your lender approval details → click
Find Matching Vehicles.
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Built for Canadian automotive dealerships using DealerTrack.ca