How to use every MarketSync feature

1. Getting started

Create your account and get the whole team into the dashboard.

1. 1Go to Sign up free, create your account, and tick the box to accept the Terms & Privacy Policy. No credit card for the 30-day trial.
2. 2The first account at a rooftop becomes the Owner / Dealer Admin. From Profile & Settings you can invite salespeople and managers by email.
3. 3Each teammate signs in at the login page and lands on their own dashboard. The left menu is your navigation; the top bar stays fixed as you scroll.

The left menu is your whole navigation — colour-coded by area, collapsed by default. It's the map for this entire guide.

2. Install the Chrome extension

The extension is what fills out Facebook Marketplace for you. Install it once per computer.

1. 1In the dashboard top bar, click Install extension to open the Chrome Web Store listing, then click Add to Chrome.
2. 2Pin the MarketSync icon to your toolbar so it's always one click away.
3. 3Click the icon and log in with the same email/password. The popup now shows your live vehicle queue with a Post button and a safe-to-post indicator on each car.

The popup lists your live queue — one Post per car, with a safe-to-post indicator that paces you so Facebook stays happy.

3. Sync your inventory automatically

1. 1In Settings → Inventory, add your dealership website or inventory feed URL. You can also import a CSV, or add/edit a car by hand on the Inventory page.
2. 2MarketSync pulls in every vehicle — photos, specs, price and description — and keeps it current.
3. 3When a car sells or the price changes on your site, the queue updates so you never post a stale unit. Export the whole book to CSV anytime.

One synced book — feed, CSV or by hand. Hot/aging tags and a Post status show on every card once Inventory Intelligence is on.

4. Decode a VIN, window stickers & brochures

Inventory Intelligence

1. 1Open a vehicle and click Decode VIN for a rich breakdown — trim, engine, drivetrain, factory options and more (50+ fields).
2. 2Generate the factory window sticker to see original MSRP and equipment.
3. 3Produce a branded dealer brochure AI Boost to hand to shoppers or print for the lot.

One VIN unlocks 50+ fields plus factory docs — and any open recalls surface right away.

5. Scan a licence plate → VIN New

1. 1On your phone, open the appraisal or VIN tools and use Scan — point the camera at a licence plate or VIN barcode.
2. 2A plate lookup returns the VIN, then MarketSync decodes the full build automatically — no typing 17 characters in the lane.
3. 3Works on modern mobile browsers (Chrome and Safari/WebKit), with a barcode-scanner fallback if the camera API isn't available.

Snap a plate in the lane; the VIN and full build fill in — no typing 17 characters.

6. Pull a Carfax on every car

1. 1On the Inventory page, every car card has a branded Carfax button beside the brochure button.
2. 2Click it to open that vehicle's Carfax report directly — no hunting, no extra tabs.
3. 3Share it with a shopper on the spot to build trust and speed up the deal.

A branded Carfax button on every card — one click opens that vehicle's report.

7. Generate AI listing copy — in any language

AI Boost

1. 1On any vehicle, generate the AI description with one click — MarketSync writes a persuasive, Marketplace-ready listing from the car's specs. Pick SEO, short, long or "freshen" styles.
2. 2Prefer another language? Use the language selector in the extension to generate copy in French, Spanish or any of 14+ languages.
3. 3Your chosen language is remembered per rep, so every future listing comes out in it automatically.

The same ✨ menu appears on every text field across the app — listings, website copy, page titles — in 14+ languages.

8. Photo overlays & AI Vision scoring

1. 1Turn on photo overlays in settings to stamp your phone number or dealer logo onto listing photos automatically.
2. 2With AI Vision AI Boost, MarketSync scores every photo for quality and coverage — exterior, interior, dash and engine all shown?
3. 3It picks the strongest hero image so your best shot leads the listing.

Every photo scored 0–100, gaps flagged, and the best shot auto-picked as the cover.

9. Post a vehicle to Facebook Marketplace

1. 1In the dashboard, click Post to Facebook in the top bar (or open the extension popup). Pick the vehicle you want to list.
2. 2On Facebook, go to Marketplace → Create new listing → Vehicle, then click Post in the popup.
3. 3The extension fills every field — year, make, model, mileage, price, description and photos — from your inventory.
4. 4Review, then click Facebook's Publish. Done in seconds instead of minutes.

You click Post; the extension fills every field on the real Facebook form. You review and hit Facebook's Publish — always in control.

10. Syndication feed — AutoTrader, Kijiji, Google

1. 1Open Settings → Integrations and find the Inventory feed card — one live CSV / XML / Google link that always holds your in-stock vehicles.
2. 2Paste the link into AutoTrader, Trader.ca, Kijiji Autos, CarGurus or Google Merchant Center once — step-by-step guides are built in for each.
3. 3From then on they pull straight from MarketSync — every new car, price change and sold unit updates automatically. No re-listing.

Paste one link into each site once — they pull live from MarketSync forever after.

11. Build your dealer website

1. 1Open Website in the menu. Use the drag-and-drop builder to arrange sections, set per-page brand colours, and pick your public address.
2. 2Your synced inventory, Google reviews and an AI sales chat can all appear on the site. Hit Publish and it's live.
3. 3Website enquiries and chatbot conversations become CRM leads automatically (see the auto-responder, below).

Stack blocks, drag to reorder, edit with the ✨ AI writer, then Publish — your synced inventory and reviews appear automatically.

12. CRM: contacts, leads, tasks & calendar

The CRM menu (green) opens the page; the arrow beside it expands its sub-items. Every lead, appraisal, sale and service visit lands on one customer record.

1. 1Search Customers spans the whole store; My Customer Database is the rep's own book. A tag shows whether each contact is a sales and/or service customer.
2. 2Leads show the assigned salesperson and a hot-lead score so the list sorts by who to call first.
3. 3Appointments is a month calendar; book one from a customer's record and it shows here. Tasks is your follow-up queue — automation drops tasks here so nothing slips.
4. 4On the activity timeline, tap ↩ Reply on an inbound message to answer by email (sends) or log a text/call reply.

The pipeline: every customer sits on one of these stages, and you nudge them right.

Sold and Delivered are set automatically when you finish the deal on the Sales side (§18) — the CRM stage always stays in sync.

One customer card holds the whole history:

Managers see a purple Desk a deal button here; the timeline even keeps full transcripts of any website/Facebook AI chat.

13. Send leads to your CRM (ADF/XML)

1. 1In Settings → CRM, add your CRM's lead email or endpoint.
2. 2New Marketplace and website leads are delivered as standard ADF/XML, so they drop straight into your existing workflow.
3. 3Keep working leads in MarketSync, your CRM, or both — they stay in sync.

Every captured lead also lands in your existing CRM automatically — nothing breaks.

14. Two-way calendar sync New

1. 1In Settings → Integrations → Calendar sync, click Connect for Google Calendar or Outlook.
2. 2Every appointment you book in MarketSync appears on the rep's calendar instantly; events they create on that calendar flow back in as appointments.
3. 3Inbound events also sync every 30 minutes in the background, or hit Sync now anytime.

Appointments booked here land on the rep's real calendar — and events created there flow back in.

15. Instant AI lead auto-responder New

AI Boost

1. 1In Settings → AI, set the auto-responder to Off, Draft (writes a reply for the rep to send) or Auto (sends instantly), by email or SMS.
2. 2When a website lead comes in, MarketSync answers in seconds with a friendly, on-brand reply — consent and budget rules are always enforced.
3. 3Speed-to-lead is tracked in the Leads report so you can see how fast leads get answered.

Nervous about robots? Start on Draft — the AI writes it, a rep sends it. Flip to Auto once you trust it.

16. Natural-language bulk outreach New

AI Boost

1. 1Tell the assistant something like "text everyone who looked at a truck in the last 30 days about our weekend sale."
2. 2MarketSync turns that into a filtered list and a draft message, then shows you a preview to approve before anything sends.
3. 3Consent and opt-outs are enforced automatically, and sends are capped so you stay compliant.

Plain-English request → filtered list + draft → you approve before anything sends.

17. Appraise a trade-in (with disclosure & summary PDFs)

The Trade Appraisal page turns a walk-around into a signed, branded paper trail. Use the Appraise a vehicle button beside Desk a deal, or Appraisals in the menu.

1. 1Enter or scan the VIN — MarketSync decodes it to pre-fill year, make, model and full build.
2. 2Fill the Customer Information form and the disclosure — every condition question is on there.
3. 3Click Notify Appraiser to ping a manager for a number. The internal value range stays with the rep — nothing customer-facing shows the number.
4. 4Save as PDF: a branded disclosure with signature areas, plus a Customer Summary Sheet. OEM brochure and window-sticker buttons sit right at the top.

The value range and notes stay internal; the customer only gets the offer you decide to make.

18. Desk a deal — estimate, bill of sale & tax

1. 1Click Desk a deal in the top bar, or open it from any sold/delivered customer record. Search the customer and structure the deal.
2. 2Tax is auto-filled from the jurisdiction — Canadian HST/GST/PST or a US state base rate, with room to add local/county rates.
3. 3Print a clean estimate or a full bill of sale, add F&I products, fees and commissions, and set delivery details.
4. 4Saved values flow straight into the sold-deals report and its CSV export.

Marking Sold moves the customer to your Sold list and updates the car; marking Delivered posts the income to Accounting and pays the rep's commission — automatically.

19. Vehicle cost & real gross New

1. 1In Settings → AI/Dealer Management, switch on cost tracking and choose whether sales reps can see cost, or only managers.
2. 2A cost field appears on the desk (internal only). Front gross then shows on the deal, the Executive ROI dashboard and the Sales report.
3. 3Cost is never shown to the customer — not on the estimate, bill of sale or any email.

Cost & gross show on the desk, Executive dashboard and Sales report — internal eyes only.

20. Send documents for e-signature New

1. 1On the deal desk, click Send for e-signature. It sends the exact bill of sale / estimate you generated — no DocuSign needed.
2. 2The customer opens a secure link, reviews the document, draws and types their signature, and agrees to an e-sign consent — on phone or desktop.
3. 3You get the signed copy with a signature certificate (time, IP, device). Track sent / viewed / signed from View signature status on the desk.
4. 4Managers can see every signing request across the store in one place: F&I → E-signatures shows the whole pipeline with awaiting / signed / declined counts and a jump straight to each deal.

Send the exact document you generated; the signed copy returns with a certificate — no third-party e-sign account.

21. Collect a deposit (Stripe, Square & bank transfer) New

Take a real, refundable deposit that lands straight in your own payout account — on your website and right inside a deal. MarketSync never holds the money.

1. 1In Settings → Integrations → Payments, connect Online Deposits (Stripe) or Deposits (Square) — whichever you run your store on. Finish the provider’s secure onboarding, then set your default deposit amount.
2. 2On any deal, click Collect deposit — set the amount (or use your default) and you get a secure link to copy, text, or open to take payment. Once paid, the customer record auto-stamps “deposit paid” with a “Deposit” tag.
3. 3Shoppers can also pay a “Reserve this vehicle” deposit from your public site — it drops a lead + contact in the CRM instantly.
4. 4Lower fees, optional: tick Also accept bank transfer on the Stripe deposits card to offer pre-authorized debit (Canada) or ACH (US) alongside card. Enable the method in your Stripe dashboard first; card is always offered as a fallback.

Take a refundable deposit on the deal or from your website — MarketSync never holds the money.

22. Verify a customer's identity (ID + selfie) New

Confirm a buyer is who they say they are with a real government-ID + selfie/liveness check. The ID images stay with the verification provider — MarketSync only records the pass/fail result and a short summary.

1. 1Quick add from a licence: the Identity scan button in the top bar opens a new contact and fires the licence camera scan — AI reads the licence and fills in the customer’s details for you to confirm.
2. 2Full certification: open a saved customer record and, under Identity verification, click Start verification. Send the customer the secure link (or open it on your device) — they photograph their ID and take a selfie.
3. 3Press Refresh status to update the badge to ID verified (with name, DOB & selfie-matched), Awaiting customer, or Needs another attempt.
4. 4Choose your provider: MarketSync supports Stripe Identity and Persona (often cheaper / broader regional coverage). When both are set up, managers pick which one this store uses from the Provider dropdown on the customer’s verification panel.

The ID images stay with the provider — MarketSync records only the pass/fail result and a short summary.

23. Service department New

1. 1Open Service in the menu for its settings, an appointments area, and equity mining.
2. 2Book service appointments against the same customer records as sales — a contact can be tagged as a sales and/or service customer.
3. 3Customers can book online, and bookings appear on the calendar (and sync to Google/Outlook if connected).
4. 4In Service → Settings, build your service menu (oil change, tires, brakes…), hours and desk email. Appointments switch between a Calendar and a List; tick jobs Done as they finish.

Same customer record as their car purchase — a buyer becomes a service customer for years.

24. Equity mining

1. 1Open Equity Mining to surface past customers who may be in a positive equity position and ready for an upgrade.
2. 2Reach out from the customer record, or fold them into a bulk outreach campaign.

Past buyers likely sitting on positive equity — the easiest next sale, especially while their car's in for service.

25. Automation & follow-up tasks

The Automation page is every automated text & email in one place — flip them on, edit the wording, or rewrite with AI. Compliance kill-switches run behind the scenes.

1. 1Toggle campaigns across the pipeline, post-delivery retention, reviews, referrals, equity and birthdays/holidays.
2. 2Sales-rep tasks — turn on Next-Day, 30-Day and 90-Day follow-ups. These drop a task on the lead's assigned rep (in CRM → Tasks) instead of messaging the customer. Off by default.
3. 3Set global bits (Google review link, referral bonus, service URL, house numbers, business hours) once and every template uses them.

Three buckets fire on real events — a new lead, a delivery, a holiday/birthday. Merge tags like {{first_name}} fill in each customer. Flip “Engine on” in Settings to run it all.

26. Inventory Intelligence & Turn Rate

Inventory Intelligence

1. 1Open Inventory Intelligence for health scores across your lot — what's fresh, what's aging, what needs a price move.
2. 2Each unit shows a Turn Rate based on days-on-lot, so you can act on slow movers before they cost you.
3. 3Run the Inventory Scan to refresh every car's "% to market" and flag mispriced units.

One button grades the whole lot; red price flags are lost money, so you fix those first.

27. Price prediction & market snapshot (MarketCheck)

Inventory Intelligence

1. 1On a vehicle, open the Market Price Report / Lot Average for a live US & Canada price-to-market read, powered by MarketCheck.
2. 2Open the Market Snapshot to see supply, average price and days-to-sell for that year/make/model in your area, with comparable listings.
3. 3Use AI price prediction during appraisal to land on a fair number fast. Live lookups have a fair-use daily cap to keep costs predictable.

Real cars for sale near you — proof for the customer that your price is fair.

28. Marketing ROI & ad-spend auto-import New

1. 1Open the Marketing ROI report to see leads, sales, cost-per-lead, cost-per-sale, revenue and ROI by channel — no tagging needed.
2. 2Enter spend by hand, or in Auto-import spend connect Meta Ads and Google Ads so monthly spend fills in automatically.
3. 3Spend lines up with the same channels your leads come from, so ROI is right out of the box.

Spend vs sold, per channel — the report that tells you which ad to cut. Connect Meta/Google to auto-fill spend.

29. Reports hub & custom builder

The Reports page is manager-only, with a full tab hub plus a quick-access rail on the right of the dashboard.

1. 1Tabs cover Sales, F&I, Leads & sources, Rep scorecard, Appraisals, Appointments & show-rate, Service, E-signatures, Marketing ROI, Activity and Customers — each range-filterable with CSV export.
2. 2The Overview tab has the Executive ROI dashboard (with real gross when cost tracking is on), inventory mix & aging, and a custom report builder.
3. 3The right-side rail (Lot Average, Inventory Scan, Market Snapshot, Lot Health, Speed to Lead, and the rest) jumps straight to any report.

A deep report for every area — pick a range, read the charts, export. Manager-only.

30. Dealership insights on your dashboard New

1. 1Managers see a Dealership insights block right on the Dashboard: units & gross, appointment show-rate and e-sign completion tiles.
2. 2Below that: a Marketing-ROI snapshot and the full CRM/lead insights panel — lead volume & trend, sources, pipeline funnel, conversion and a rep leaderboard.
3. 3The Executive summary answers “is this paying off?” in one screen — pick 7 / 30 / 90 days or 1 year, and export to CSV. It includes a sales-by-salesperson table so you coach with facts.

Two habits make these numbers honest: answer leads fast, and pick a “sold source” when you mark a deal delivered.

31. Sales leaderboard

1. 1Your Dashboard shows the Sales performance board — reps ranked by the numbers that matter: units sold, F&I gross and appraisals. Everyone sees where they stand at a glance.
2. 2The full competitive board — podium, points & badges, and the My Team / Global comparison — lives under Marketing → Leaderboard for week/month competitions. Your rank chip in the top bar jumps straight to it.

32. Ask MarketSync — the AI brain

AI Boost Inventory Intelligence

1. 1Click the Ask MarketSync bubble. Ask real questions — "Which units are aging 60+ days?", "Anything priced off market?", "How's the RAV4 market?" — and it uses live tools to answer.
2. 2Ask about a specific customer or vehicle — "What's the status on Jordan Lee?", "How long has stock #A1234 been here?" — and it pulls the real record. It can also do things with a confirm step: draft a task, send a bulk outreach, book an appointment, or reassign a lead to another salesperson — grounded in your dealer background and uploaded knowledge base.
3. 3In Settings → AI you control the assistant: set its style (internal vs customer-facing), turn a proactive weekly briefing on, choose which capabilities it can use, decide whether sales reps can use it, watch usage against the daily/monthly caps, and review the chat history of what your team asked. Budget safeguards keep spend in check.

Your private assistant answers from live data and can act with a confirm step. You name it and set its voice in Settings → AI.

33. Teams, roles & dealer groups

Open Settings from the gear icon. Everything lives under tabs: Team, Account, Branding, Language, Billing, AI, Dealer Group, Dealer Management, Integrations, Security.

1. 1Team — Sales and Management are login users; Service, Admin, Cleanup and Lot are simple name rosters you add and remove.
2. 2Running multiple rooftops? An Owner/Dealer Admin can manage several stores under one dealer group, with roles controlling what each person sees.

One tab row runs the whole store — Sales & Management log in; Service/Admin/Cleanup/Lot are name rosters.

34. Security & activity log New

1. 1In Settings → Security, turn on 2-step login (2FA) with an authenticator app and save your backup codes.
2. 2Add a passkey (Face ID / Touch ID / Windows Hello) for passwordless sign-in, and review where you're signed in.
3. 3Admins get a Dealership activity log — who changed cost visibility, sent a document to sign, exported the customer book or changed a teammate's role, with time and IP.

Lock every account, and admins get a full log of sensitive actions.

35. Change your dashboard language

1. 1Go to Profile & Settings → Language and pick your language — the whole dashboard switches instantly. It's per rep.
2. 2Your choice is saved and also drives the language of your AI-written Facebook listings.

Switches the whole dashboard for you (per rep) — and sets your AI listing language.

36. Turn features on or off

1. 1Go to Settings → Dealer Management → Features.
2. 2Flip any feature (Website, Automation, Equity Mining, Inventory Intelligence, Appraisals, Service, Reports) off to hide it for your whole store — turn it back on anytime.
3. 3The left menu is colour-coded by area and starts collapsed — click a section name to open its page, or the arrow to expand its items.

Flip any paid area off to hide it store-wide — the menu stays clean. Turn it back on anytime.

37. Commissions & pay plans

Pay is calculated from the deal automatically — no spreadsheets, no month-end arguments. Reps see their own; managers see the team.

1. 1Set a pay plan — a % of gross, a flat amount, or the greater of the two — globally or per vehicle. Add F&I pay for the F&I manager, and split deals between two reps.
2. 2When a deal is delivered (§18), MarketSync computes every commission line — salesperson, co-sell split, F&I — and posts it to the rep's My commission page.
3. 3Commission is earned when the deal funds/pays, and can be clawed back if a deal unwinds. Bonuses and clawbacks show right on the rep's profile.

Reps watch their paycheque build in real time; managers get the whole team's numbers under Accounting.

38. Accounting — it mostly runs itself

Delivered deals, F&I income, tax and deposits post themselves to the ledger. Your team only types in expenses. Every day the books check themselves and email you if something's off.

1. 1Reconciliation — a green “Day balances” or red “Books don't reconcile” banner, plus income, deposits, expenses and variance for the day.
2. 2Bank account — link your bank (read-only) via Plaid so the daily check runs against real money. Expenses — the one tab your team fills in.
3. 3Tax shows collected vs paid vs owing (auto-filled from deals). Reports gives the full ledger + CSV export. Settings sets alert emails, tolerance, and the auto-post switches.

Seven tabs run the back office — but the day-to-day is just glancing at the green banner and adding the odd bill.

Part One walks the rollout in order. This is the complete checklist — every feature, grouped the way your dashboard is: by department. Your navigation is the list of departments you're responsible for; each one runs on its own engine underneath. What you see depends on who's logged in and which add-ons are on.