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RV & Marine · Preview Access Now Open

Approval Workflows Built for
RV & Marine Dealerships

Route motorcoach deals, towable trade-ins, and RVIA warranty authorizations to the right approver — automatically, before spring show season peaks.

Route hull sales, service authorizations, and NMMA compliance checks to the right approver — automatically, before spring launch fills your docks.

78%
Faster Deal Close
Peak-Season Volume
99.9%
Audit Compliance
Show me workflows for:
Spring RV show season is your biggest 10 weeks of the year
Dealerships with automated approval workflows closed 41% more units last March without adding headcount. Don't walk into show season with a manual chain.
Get Ready for Season →
Spring launch season — when a busy weekend can bury a manual F&I desk
Marine dealers on IDS averaged 6 fewer days clearing service authorization backlogs during peak launch. Get workflows in place before the docks fill up.
Prepare for Launch →

The right approver, every time — automatically

Route motorcoach, towable, and service deals to the right approval tier without manual forwarding. High-value trades and RVIA compliance checks happen inline.

Route hull sales, seasonal trade-ins, and service authorizations through the right chain. NMMA compliance and hull insurance requirements are handled at the approval step, not after.

  • Separate chains for Class A/B/C vs. towable deals
  • RVIA compliance auto-check on high-value units
  • Trade-in valuation routed to the right appraiser
  • Delegated authority for show-floor decisions
  • Hull sale and service auth chains run in parallel
  • NMMA doc verification triggered at approval step
  • Seasonal consignment and trade-in routing rules
  • F&I routing enforced for hull insurance requirements
Approval Queue — Grand River Motorcoach
Pending Approvals 4 Pending
RV-7341
2024 Tiffin Allegro Bus 45OPP — $342,000
M. Torres, Sales Consultant  ·  9:04 AM  ·  Class A Motorcoach | Trade + Finance
Approval Chain
Sales Consultant
M. Torres
Finance Mgr
R. Chen
General Mgr
D. Patterson
✓ Approve ✕ Decline ↑ Escalate

Finance Manager review in progress — 2024 Tiffin Allegro Bus 45OPP, $342,000

Approval Queue — Harbor Powerboats
Pending Approvals 3 Pending
MRN-2918  ·  Hull: SRAY3501M24B
2024 Sea Ray SLX 350 — $189,500
K. Park, Sales Rep  ·  10:12 AM  ·  Performance Cruiser | Cash + Trade
Approval Chain
Sales Rep
K. Park
F&I Manager
L. Santos
General Mgr
T. Walsh
✓ Approve ✕ Decline ↑ Escalate

F&I review in progress — 2024 Sea Ray SLX 350, hull SRAY3501M24B

Every decision, recorded and timestamped

Every warranty approval, trade-in adjustment, and extended service contract is timestamped and actor-attributed. Pull any deal's history for OEM audits or RVIA compliance reviews instantly.

From USCG documentation checks to hull insurance confirmations — every step is recorded. Your compliance package for NMMA and OEM reimbursement builds itself as deals move through the chain.

  • RVIA and OEM warranty claim audit trail
  • Extended service contract approval history
  • Trade-in value adjustment log with approver
  • One-click NADA/MSRP compliance export
  • USCG and NMMA compliance timestamping
  • Hull insurance verification log per transaction
  • Service authorization history for warranty claims
  • Exportable records for OEM reimbursement packages
Audit Trail — RV-7341
RV-7341  ·  Allegro Bus 45OPP  ·  Audit Log ↓ Export PDF
Deal Submitted
M. Torres, Sales Consultant
9:04 AM
Routed to Finance Mgr
System  ·  Class A >$300k threshold
9:04 AM
RVIA Compliance Verified
System  ·  Cert #RV-2024-04419
9:05 AM
Ext. Warranty Approved
R. Chen  ·  $8,200 plan added
9:22 AM
Awaiting GM Review
D. Patterson, General Manager
Now

Full audit trail for RV-7341 — RVIA cert and warranty approval timestamped and attributed

Audit Trail — MRN-2918
MRN-2918  ·  Sea Ray SLX 350  ·  Audit Log ↓ Export PDF
Deal Submitted
K. Park, Sales Rep
10:12 AM
Hull ID Verified
System  ·  USCG lookup SRAY3501M24B
10:12 AM
NMMA Certification Confirmed
System  ·  Cert #NMMA-24-88312
10:13 AM
Routed to F&I for Hull Insurance
System  ·  Hull value >$150k rule
10:13 AM
Awaiting Hull Insurance Review
L. Santos, F&I Manager
Now

Full audit trail for MRN-2918 — USCG and NMMA compliance automatically verified and logged

One admin pane. Every store, every role.

Manage permissions across your Class A flagship, towable lot, and service center from a single view. Seasonal storage locations can be scoped separately without touching your main stores.

Run your powerboat showroom, sailcraft center, service bay, and accessories store under one permission structure. Each location stays isolated; your group controller sees everything.

  • Separate approval authority for motorized vs. towable
  • Seasonal location scoping (winter storage, shows)
  • Group-level visibility for multi-brand RV groups
  • Mobile approvals at outdoor show events
  • Marina group and satellite service location support
  • Separate auth chains for hull sales vs. service bay
  • Seasonal permission adjustments for off-season yards
  • Mobile-ready for boat show approvals on the dock
Access Control — Lakeview RV Group
Lakeview RV Group  ·  4 Stores + Add Store
StoreLocationsUsersRole Level
Grand River Motorcoach318Group AdminManage
Trail King Towables211Store ManagerManage
RV Service & Refit16F&I OnlyManage
Seasonal Storage (Winter)13Read OnlyManage

Group-level access control across 4 RV locations — seasonal storage scoped separately

Access Control — Pacific Marina Group
Pacific Marina Group  ·  4 Locations + Add Store
StoreLocationsUsersRole Level
Harbor Powerboats314Group AdminManage
Coastal Sailcraft29Store ManagerManage
Marine Service & Refit17F&I OnlyManage
Dockside Accessories14Read OnlyManage

Marina group access control across 4 locations — service bay and hull sales isolated by role

From request to approved in four steps

1
Request Submitted

A motorcoach deal, towable trade-in, or warranty auth triggers an approval request in your DMS.

A hull sale, service authorization, or NMMA compliance check triggers an approval request in your DMS.

2
Auto-Routed

The workflow engine matches the request to the correct manager tier — no manual forwarding needed.

3
Review & Decide

Approver acts inline from desktop or mobile — approve, decline, or escalate in seconds, not hours.

4
Applied & Recorded

The decision updates your DMS instantly and a tamper-proof audit record is written.