Custom Software Solution for Etto Leisure Carts and Multi-Location Golf Cart Dealership
Introduction
Hoplite Capital, owner of Etto Leisure Carts, sought a comprehensive solution to streamline operations across their multi-location high-end golf cart dealership. They needed a system that could handle invoicing, quoting, inventory management, and warranty tracking in a single, integrated platform. To meet these needs, we developed a custom software solution using Airtable, with Make.com as the backend to facilitate automation and ensure seamless communication between the various operational components and ShopMoney.
Project Scope and Key Components
- 1.End-to-End Deal and Inventory Management System: We built a custom software solution on Airtable to manage all deals, including inventory for both golf carts and parts. This system allows Hoplite Capital to track the availability, location, and status of each item across multiple dealership locations, centralizing their inventory management.
- 2.Automated Invoicing and Quoting: Using Make.com, we set up automated workflows that generate and send invoices and quotes directly from Airtable. These workflows ensure accuracy and efficiency in billing, with data automatically synced between Airtable and ShopMoney, reducing the need for manual input.
- 3.Warranty Tracking System: We designed a warranty management system within Airtable to track warranty status and claims for each golf cart and part. This system provides an easy-to-access record of all warranties, streamlining the claims process and enhancing customer support capabilities.
- 4.Inventory Transfer and Ordering System: The custom solution includes a comprehensive system for tracking and managing inventory transfers between locations. With Make.com, orders for inventory transfers are automatically recorded in Airtable, making it easy to monitor the movement of parts and carts in real-time.
- 5.Automated Backend with Make.com: Make.com serves as the backend engine, connecting Airtable with other essential tools like ShopMoney. This setup ensures that data flows smoothly between platforms, enabling automated updates for quotes, invoices, and inventory without manual intervention.
Benefits of the Solution
- Centralized Operations: With all dealership operations, from deal tracking to inventory and warranty management, consolidated within Airtable, Hoplite Capital now has a clear, centralized view of their multi-location operations.
- Efficiency and Accuracy: By automating invoicing, quoting, and inventory tracking, the system reduces manual work, minimizes errors, and enhances overall operational efficiency. This allows staff to focus more on customer service and less on administrative tasks.
- Scalability: This custom system is designed to grow with Hoplite Capital’s expanding dealership network, providing the flexibility to add more locations, carts, and inventory items as needed.
- Cost-Effective Solution: The tailored software on Airtable with Make.com significantly lowers operational costs compared to traditional dealership software, eliminating the need for high recurring fees and providing full control over the system.
Conclusion
Our custom software solution has equipped Hoplite Capital and Etto Leisure Carts with an efficient, cost-effective way to manage their multi-location golf cart dealership. By automating core processes like invoicing, inventory tracking, and warranty management, we’ve provided a centralized platform that streamlines operations and positions Hoplite Capital for future growth.
Interested in transforming your digital presence? Contact us today to see how we can help you achieve similar success.
