Dealership F&I

Dealership F&I automation templates

10 ready-made workflows for Dealership F&I. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: MenuMetric, Google Sheets and Telegram.

Dealership F&I
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Automated F&I Chargeback Reserve Alerts
WebRun reads cancelled and early payoff contracts in MenuMetric, calculates the F&I income clawed back against the reserve posted in QuickBooks, and sends the finance director a Telegram alert when chargebacks outrun what is held in reserve.
MenuMetricQuickBooksTelegram
Automated F&I Product Cancellation Intake
WebRun reads new product cancellation requests, pulls the original contract and mileage from MenuMetric, calculates the pro rata refund owed, drafts the provider cancellation request for review, and logs each open refund to Google Sheets.
MenuMetricGmailGoogle Sheets
Automated Unsigned eContract Flags
WebRun cross checks eContracted products in MenuMetric against their DocuSign envelopes, drafts a signature reminder for each customer who has not signed, leaves it unsent for review, and posts the F&I office a Slack list of contracts stuck without a signature.
MenuMetricDocuSignSlack
MenuMetric Automated F&I Penetration Digest
WebRun reads the F&I performance metrics in MenuMetric, calculates product penetration and PVR by manager for the period, logs the numbers to Google Sheets, and posts each manager a Slack digest of their VSC, GAP, and product per deal against target.
MenuMetricGoogle SheetsSlack
Automated Unwound Deal Product Flags
WebRun compares unwound and returned deals against the aftermarket products still active in MenuMetric, logs the products that need cancelling to Google Sheets, and sends the F&I office a Telegram alert so no VSC or GAP contract stays live on a dead deal.
MenuMetricGoogle SheetsTelegram
Automated F&I Remittance Reconciliation
WebRun pulls the aftermarket products sold in MenuMetric, matches each against provider remittance and the amounts posted in QuickBooks, logs a reconciliation to Google Sheets, and flags any product paid short, unpaid, or priced wrong.
MenuMetricQuickBooksGoogle Sheets
MenuMetric Automated F&I Menu Prep
WebRun reads the deal and vehicle details in MenuMetric, builds a compliant four column F&I product menu with the right eligible products and pricing, logs what it prepared to Google Sheets, and pings the F&I manager in Slack so the menu is ready to present.
MenuMetricGoogle SheetsSlack
Automated Contracts In Transit Tracking
WebRun reads every unfunded deal in MenuMetric, calculates days in transit and each lender's funding deadline, logs an aging report to Google Sheets, and sends your finance director a Telegram digest of contracts at risk of falling out of funding.
MenuMetricGoogle SheetsTelegram
Automated F&I Funding Document Collection
WebRun checks each pending deal in MenuMetric against the funding document checklist, drafts a polite request in Gmail for whatever the buyer still owes, and keeps a Google Sheets tracker of which deals are blocked and the documents each is waiting on.
MenuMetricGmailGoogle Sheets
MenuMetric Automated F&I Deal Intake
WebRun watches for deals the sales desk marks ready, pulls the buyer, vehicle, and deal structure from MenuMetric, logs a clean intake row to Google Sheets, and books the next open F&I slot on Google Calendar so the customer is queued and prepped.
MenuMetricGoogle SheetsGoogle Calendar

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