New delivery

Fill this in once the deal is sold. It goes straight to Onfleet as a task.

Rep

Deal (picks the client, vehicle, rep and dealer from the Deals page)

Client's name

Client's email (for the "your plates shipped" notice)

1 The job

Task type

Who is doing it?

What needs to happen

2 Drop-off

Drop-off contact Same as client

Drop-off contact phone

Drop-off address

Apt / suite (optional)

City

State

ZIP

3 When

Date

Window starts

Window endsFills in one hour after the start

What's already scheduled (color = task type — pick a free spot)

4 The deal

New vehicle

Theft-protection sticker # (every client gets one)Leave blank if you don't have it yet — the driver has to enter it at delivery.

Plate transfer?

DOWC protection plan

Offered → the driver presents it at the door and marks sold or declined. Sold → nothing more at delivery.

Term (months)

Price with tax

Other products / notes for Jess & Jen (optional — LeasePass, pricing, anything billing should know)

5 Money (leave at 0 when nothing changes hands)

Vantage owes the dealer

Paid to dealer via

Client owes Vantage (collected at delivery)

Paid to Vantage via"Not yet paid" → the driver collects at delivery. Anything else → already collected; the driver form shows COLLECTED.

Vantage owes the client

Paid to client via

Payment method and amount actually collected are recorded by the driver on the completion form — billing sees it the moment it's entered.

6 Return vehicle

Is a vehicle coming back?

7 Notes for the driver (optional)

Saved in the portal first, then sent to Onfleet with a link to the driver's completion form. If Onfleet is down the checklist is kept and a manager can resend it below.

See all delivery records →