Present it · Sign it · Prove it

Present every protection product. Sign it on the customer's own phone.

A texted link walks your buyer through coverage, captures a signature, and files a tamper-proof record of exactly what you offered. Same menu, every deal.

No app to download · Works on any phone · Records kept for the life of the deal

Made by business managers, for business managers

This wasn't built by a software company. A working F&I manager built it, uses it on live deals every day, and has shaped every screen around what the office actually needs.

Why change the menu

A paper menu leaves money on the desk, and nothing on the record.

Every skipped presentation is margin you never see again, and every "I told them about it" is a claim you can't prove. The menu should do both jobs: sell the coverage and record that you offered it.

01

Products get skipped

When it's busy, the full menu doesn't get presented. The customer never hears the pitch.

02

No proof of the offer

If a claim is denied later, there's no signed record showing what was presented and declined.

03

Uneven pricing

Hand-written numbers vary customer to customer — the exact pattern a menu audit looks for.

04

Nobody follows up

The buyer who "wants to think about it" is never called again. That list just evaporates.

How it works

Three steps, from the sales desk to a signed record.

1

Text the link

Build the menu for the deal — à la carte or packages, your pricing — and copy the message. It goes out with a line naming their exact unit.

2

They choose & sign

On their own phone, the customer reads each product, picks what they want, and signs with a finger. No app, no account, no printing.

3

You get the record

The deal lands in your dashboard the moment they sign — with a locked record of everything presented, accepted, and declined. It can't be edited after the fact.

The differentiator

Proof, not a memory.

Every deal produces a signed presentation record — what was offered, what was accepted, what was declined, at what price, with a timestamp and the customer's signature. Once signed, it's locked.

  • Same menu, every buyer. One consistent presentation is the cleanest answer to a pricing question.
  • Declines are on the record too. If a customer passes and later has a loss, you can show it was offered.
  • Any price change is noted. Deviate from your set price and the record carries the reason you typed.
  • Kept and searchable. Pull any customer's signed record years later by name, unit, or VIN.
Sell more, chase less

See your penetration. Work the maybes.

The numbers a dealer principal actually asks for — close rate, average per menu, dollars sold — across any window. And the follow-up list that used to live in someone's head now sorts itself.

  • Opened but not signed is your warmest list — one tap sends a follow-up that names their unit.
  • Declined deals come back. Set when factory coverage ends and they resurface 30 days before it lapses.
  • Export everything to a spreadsheet any time — the records are always yours to keep.
Everything included

Built around how an F&I office actually runs.

À la carte or packages

Present products individually or bundle them into named tiers with your own taglines and descriptions.

Total or monthly view

Show coverage as a one-time price, or as the difference it adds to the monthly note on a financed deal.

Your brand, front and center

Upload your logo and set your accent color. The menu the customer sees looks like it came from your store.

Tax-free & contract flags

Mark each product Tax Free, Cancellable, or Transferable — the badges show right on the customer's card.

Decline reasons

When a customer passes on everything, they tell you why — priced out, has coverage, wants to think. You get the objection.

Search & export

Find any deal by name, unit, VIN, or code across years of records. Export the whole book to a spreadsheet on demand.

Factory-coverage callbacks

Declined deals resurface as their factory warranty nears its end — right when they're worth a second call.

No app, any phone

The customer taps a link and it opens. Nothing to install, works on iPhone or Android, right from the text.

Locked, kept records

Signed records can't be edited or deleted, and they don't expire. They stay yours for the life of the deal.

Whatever you sell

Marine, powersports, equipment, auto. If you sell it, you can present it.

You name the products, write the descriptions, and set the prices. The menu is just the delivery and the record — so it fits any product line you carry.

Present before they sit down

Once the unit is chosen, text the menu while you pull the paperwork. The customer reviews their options on their phone before they ever reach your office.

Cash or financed

Often a buyer will choose to pay cash even over easy finance options. Coverage still presents cleanly and adds to the purchase.

Multi-line ready

Set different products for each line you carry and pick the right menu per deal. One tool covers the whole store.

Let's talk

Let's put your customer choice menu on their phone and simplify your presentation process.

Click the button below and shoot us an email. We'll reach out quickly to discuss your needs and answer any questions. Setup takes a day, not a quarter.

Email us
OR COPY OUR EMAIL
dealershiptoolbox@gmail.com