How to Automate EverLogic

EverLogic automates the dealership's own ground. Eight modules cover units, parts, service, sales and documents, and the QuickBooks certification keeps the books in step without double entry. Listings, transport tracking and manufacturer warranty portals sit outside all of it, and an agent like WebRun opens those each night.

EverLogic keeps the lot and the ledger in step

EverLogic is a dealership management system that has been running since 2003, aimed at the dealers most software skips: trailers, RVs, golf carts, boats, powersports, heavy equipment and tiny homes.

The unit is what everything hangs from. A cargo trailer arrives with a VIN, gets a stock number, sits on the lot, and becomes a deal with a trade-in, a finance package and a folder of paperwork. Then it becomes a customer who comes back for a hitch, a wiring fault or an axle.

What makes it unusual is where the money ends up. EverLogic does not keep its own books. It is certified by QuickBooks and maps into it, so the deal written at the desk reaches the accountant without anybody typing it twice.

The people in it all day are not the salespeople but the office: whoever does titles, parts, service scheduling and the books, which at a small lot is one person.

The sold sign goes up before the listing comes down

A trailer dealership sells in two places at once, and the lot is only one of them.

Units are advertised on classified sites and marketplaces, each with its own login, listing form and photo upload. One sells on a Saturday and stays live on three of them until somebody remembers. Enquiries collect in a marketplace inbox nobody has opened since Thursday. A price gets cut on the lot and stays at the old number online for a fortnight.

Then there are the units that have not arrived. A trailer bought from the manufacturer is on a transport company's truck somewhere, and finding out when it lands means opening that company's tracking page.

Then the warranty registrations that have to reach the manufacturer before a customer's cover starts, the deposits taken on units in transit, and the reviews that came in over the weekend. None of that is selling. All of it has a clock on it.

The everlogic.com homepage, the app these three jobs run in. EverLogic
Sold units off the market Live listings checked back against Unit Inventory overnight, so a trailer that went on Saturday is not still advertised on Wednesday.
A real date on a unit in transit The transport company's own tracking page read against the deposits taken, so a salesperson can name an arrival week instead of guessing.
Deals that never reached the books Units and invoices compared across EverLogic and QuickBooks, so anything that failed to map is a task this week rather than a year-end surprise.

The service calendar and the reorder alert stop at the fence

Eight modules cover the dealership's own ground, and they cover it well.

Unit Inventory tracks by serial number, takes stock in bulk and pushes units out to the dealership website. Parts Inventory runs barcodes, multiple locations, vendor price files and reorder notifications, so a low bin says so. The Service module has its own calendar, a technician time clock, job assignment and parts reconciliation, which keeps a work order and the parts it consumed on one record. Customer Management holds history, notes, files, lead management and texting. Point of Sale takes the money at the counter, Document Management keeps the deal jacket, and QuickBooks Accounting stops the office keying everything twice.

Look at what starts each of those. A unit the dealership took in. A part it stocks. A customer already on the system. Every one is an event on your own property, which EverLogic handles well.

The manufacturer, the transport company, the marketplace and the review site are all on the other side of the fence. Each publishes to a login rather than a DMS, and none has an export button near the screen you need.

A lot that reads its own listings back

Give those logins a nightly slot and the lot starts telling you what the outside world thinks it is.

Every live listing checked back against Unit Inventory overnight, so the unit that sold on Saturday is flagged before Monday and the one whose price was cut is not still advertised at the old figure. The marketplace inboxes read for enquiries that arrived after hours, so a Saturday question gets an answer on Sunday instead of Thursday.

Units in transit chased on the transport company's tracking page, so a salesperson holding somebody's deposit can name a week and mean it. Warranty registrations checked on the manufacturer's site to confirm they took, because the one that quietly failed only shows itself when a customer needs the cover.

The books get the same treatment. Deals and invoices compared across EverLogic and QuickBooks, so a unit that did not map lands on a list this week rather than at year end. New reviews collected from the sites buyers read, with a reply drafted for whoever answers them.

Reading all of that is clerical. What you do about a mispriced unit, a failed registration or a bad review is not.

The evening round can happen without the dealer

The last job before locking up is a round of the same websites, in the same order, for the same answers. It is also the first to get skipped.

WebRun is an agent that works a real Chrome browser, signed in as you. It opens EverLogic, then the marketplace, the transporter's tracking page or the manufacturer's warranty site alongside it, reads the screen and puts the answer where the office looks: a stale listing flagged, an arrival date against a deposit, a deal that never crossed over.

Driving the browser rather than an API is what reaches sites that never heard of a DMS. It runs on your schedule, limited to the sites you allow, and anything that changes a listing or reaches a customer waits for a person.

The workflows below are already built, and each names the sites it opens.

Questions people ask

The QuickBooks sync is the whole reason we bought EverLogic. Does an agent interfere with it?

No. It reads both sides and reports where they disagree. The sync keeps doing what it does, and a unit or invoice that failed to map comes back as a list for the bookkeeper. Posting, correcting and re-mapping stay with the person who owns the books.

Can it take a sold unit off the listing sites on its own?

Finding the stale listing runs unattended. Pulling it down does not by default, because a listing is your advertising and an edit made at two in the morning is hard to undo. It flags what is still live and prepares the change for someone at the desk.

There are two of us in the office and no IT person. What has to be built?

Nothing. There is no API to request, no developer and no add-on for the marketplace or the transport company to publish. It signs into the same sites you sign into, with the accounts you already have, and reads the same screens you read.

12 ready-made EverLogic workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated EverLogic Weekly Lot Inventory Report
Every Friday, WebRun pulls the full trailer inventory from EverLogic, logs unit counts by category and age to a tracking sheet, and sends the owner a Telegram summary before the weekend.
EverLogicGoogle SheetsTelegram
Automated EverLogic Warranty Registration Tracking
Every Monday, WebRun checks EverLogic for trailers sold in the last 30 days with no warranty registration on file, logs the list to a tracking sheet, and drafts a reminder text for each customer for your warranty admin to review before sending.
EverLogicGoogle SheetsTwilio
Automated EverLogic Trailer VIN Intake Checks
WebRun checks EverLogic each morning for newly received trailers, matches each VIN against the manufacturer invoice, flags any mismatch or missing title document, logs the intake to a tracking sheet, and tells your sales team in Slack when a unit is ready to merchandise.
EverLogicGoogle SheetsSlack
Automated EverLogic Service Appointment Reminders
Every afternoon, WebRun checks EverLogic for service appointments booked for tomorrow, drafts a reminder text for each customer, and sends the shop's next day schedule to Telegram for the service team.
EverLogicTwilioTelegram
Automated EverLogic Repair Ready Text Drafts
WebRun checks EverLogic every hour for repair orders marked complete, drafts a ready for pickup text for each customer, and posts a service desk digest to Slack, leaving every text for your advisor to review and send.
EverLogicTwilioSlack
Automated EverLogic QuickBooks Sync Checks
Every night, WebRun compares deals closed in EverLogic against postings in QuickBooks, flags any sale missing an invoice or with a mismatched amount, and posts the discrepancy list to Slack for accounting to fix in the morning.
EverLogicQuickBooksSlack
Automated EverLogic Parts Reorder Alerts
Every night, WebRun checks parts stock in EverLogic against each SKU's reorder point, logs a reorder list to a tracking sheet, and drafts a purchase order email to your vendor for the parts manager to review before it sends.
EverLogicGoogle SheetsGmail
Automated EverLogic Lost Quote Winback Drafts
Every Monday, WebRun checks EverLogic for quotes over 14 days old with no sale and no recent follow up, drafts a winback email for each prospect, and sends your sales manager a Telegram list of who's being re-engaged.
EverLogicGmailTelegram
Automated EverLogic Floorplan Curtailment Tracking
On the 1st of every month, WebRun checks EverLogic for units crossing into a new floorplan curtailment tier in the next 30 days, confirms the payable in QuickBooks, and logs the schedule to a sheet for your controller.
EverLogicQuickBooksGoogle Sheets
Automated EverLogic Financing Document Reminders
Every morning, WebRun checks open EverLogic deals for missing financing documents, checks DocuSign for any unsigned envelope, posts the pending list to Slack for F&I, and drafts a text listing what's still needed for your F&I manager to send.
EverLogicDocuSignSlack
Automated EverLogic Deposit Followup Tracking
Every morning, WebRun checks EverLogic for deposited deals that haven't closed within your window, confirms the deposit posted in QuickBooks, logs the list to a tracking sheet, and drafts a follow up text for each customer for your salesperson to review before sending.
EverLogicQuickBooksGoogle Sheets
Automated EverLogic Aged Trailer Alerts
WebRun scans EverLogic each Monday for trailers aged past your threshold, posts the aging list to Slack, and drafts a price drop recommendation email for your GM to review before it goes out.
EverLogicSlackGmail

Want one of these running on your own EverLogic?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.