User Guide V2

1 INTRODUCTION 3
1.1 Top 10 Reasons to use iTestDrive in your dealership 4
2 USER GUIDE (GENERAL) 5
2.1 Downloading and opening the iTestDrive app 6
2.2 Logging in with username and password or pin 7
2.3 Booking out a test drive or loan 8
2.4 Searching or adding a vehicle 8
2.5 Manual input of driver’s detail 12
2.6 Booking out a vehicle 13
2.7 Booking in a vehicle 15
2.8 Recording a result and comment 18
2.9 Settings 20
2.10 Help 21
2.11 Statistics 21
3 AUTOGATE USER GUIDE 23
3.1 Signing up or logging in 24
3.2 Pushing a lead to the app 25
3.3 Updating the client’s details 27
3.5 Booking in a vehicle 31
3.6 Recording a result and comment 32
3.7 Walk-in prospects 33
CONTENTS

4 ADDED TIPS FOR THE ITEST DRIVE APP 35
4.1 Contacting the driver from the app 36
4.2 Manual input of driver’s details 36
4.3 Entering ‘other’ comments in results 37
4.4 Tips for all screens 37
4.5 Settings 38
4.6 Statistics 38
5 PORTAL USER GUIDE 39
5.1 Accessing the portal 40
5.2 Logging in 40
5.3 Home page 41
5.4 Editing the business profile 41
5.5 Account details 42
5.6 Editing a personal profile 43
5.7 Changing a password 43
5.8 Adding a new user 44
5.9 Deleting a user 45
5.10 Creating a vehicle 46
5.12 Searching a test drive 48
5.13 Active drives 48
5.14 Statistics 49

3
INTRODUCTION
Dear Dealer Principal,
I would like to introduce iTestDrive, a revolutionary
new cost saving mobile application that has been
developed specifically for motor dealers to do
away with clunky and ineffective hardcopy test
drive forms.
The real beauty of iTestDrive is that it will not
only save you money through more effective
information management, but also make you
money through more efficient lead generation
and client interaction practices.
This simple, smart and easy to use technological
solution adds value to each dealership with no
more lost leads and full digital management of
all information. Endorsed and integrated with
Pentana and Autogate, this smart application
easily and comprehensively digitally records
movement of all vehicles and clients and
assigns responsibility to identified drivers
and salespeople.
As a Dealer Principal and for the first time ever,
you can now have real time access to the
performance of your dealership from anywhere
in the world.
Dealer Principals and sales managers are able
to log and track the daily, weekly and monthly
performance of any sales person and rate
their closing success and training needs.
iTestDrive is also a tool for enhanced vehicle
inventory management.
Nowadays, with speed cameras, red light
cameras and tolls, it is essential that a Dealer
Principal can access and assign responsibility
to a particular vehicle on any given day or time.
Hefty penalties exist for businesses that are not
stringent about the process of logging drivers that
are using their vehicles, and even then, the time
that is wasted filing these log sheets and then
redeeming them in the case of an infringement is
considerable. iTestDrive does away with all that.
It is great for client management too! The follow
up process is simple; at a touch of a button
the address phone number and details of any
potential client that drove a vehicle can be
accessed. The follow up communication with
the client is automated ensuring optimal
follow through.
All of this information is seamlessly integrated
with your own dealer management system
through our affiliations with Pentana
and Autogate.
To find out how affordable and accessible
iTestDrive is for your dealership call
Dave Cox on 0439 710 357 or John Pollock
on 0438 000 333 or visit our website at
itestdrive.com.au.
Delivering confidence
to Dealer Principals

ITESTDRIVE USER GUIDE4
1. iTestdrive is the most user friendly test drive log system in the world.
2. iTestdrive electronically records and captures all necessary test drive
data in 20 seconds or less.
3. iTestdrive means you never have to leave the side of your
potential buyer.
4. iTestdrive allows Dealer Principals to access real time data on
all test drives instantly and from anywhere in the world.
5. iTestdrive recognises the performance of salespeople.
6. iTestdrive means no more lost leads.
7. iTestdrive reports on the outcome of all potential sales.
8. iTestdrive captures all customer information for easy follow up.
9. iTestdrive fills a big gap in the motor vehicle industry and
provides a simple and affordable solution to Dealer Principals.
10. iTestdrive maximises the first customer interaction.
TOP 10 REASONS
TO USE ITESTDRIVE
IN YOUR DEALERSHIP

2.1 DOWNLOADING AND OPENING THE ITESTDRIVE APP
iTestDrive is available on the
App Store and Google Play.
Simply search by typing
“itestdrive” and you will see the
app appear in the list.
Enter a valid account to
download. Once downloaded,
click on the iTestDrive icon to
launch the app.

7USER GUIDE (GENERAL)
To log in, enter your email
address and personal
password or pin if you have
selected that option.
The home screen now appears.
There are five areas -
book out, statistics, settings,
help, and active drives.
2.2 LOGGING IN WITH USERNAME AND PASSWORD OR PIN

Click ‘Book Out’ on the home
page. You will be prompted to
select ‘Test Drive’ or ‘Loan’.
Simply make your selection.
In the tabs, select ‘Stock #’ or
‘Rego #’. ‘Stock #’ is the default.
To search by registration number,
select ‘Rego #’.
2.3 BOOKING OUT A TEST DRIVE OR LOAN
2.4 SEARCHING OR ADDING A VEHICLE

9USER GUIDE (GENERAL)
Assuming you choose
‘Stock #’, enter the vehicle’s
stock number and then search.
The app is integrated with
your stock. The vehicle will
automatically appear.
2.4 SEARCHING OR ADDING A VEHICLE (CONT.)

If the vehicle does not
automatically appear, check
that you have put in the correct
details or add the vehicle to your
dealer inventory by pressing
‘Add Vehicle’ at the bottom of
the screen.
To add the vehicle, search the
vehicle’s stock number.
When found, the vehicle listing
will appear.

11
Check the details are correct,
then press ‘Save‘ to move to
‘Leads’ or ‘Continue’ to continue.
Choose the ‘Client Licence #’
tab. Enter the client’s license
number and press the green
magnifying glass to search.
If the client is in the database,
all their details will automatically
appear and you can press
‘Continue’.
If the client is not already in the
database, you will need to press
the ‘Add Client’ button.
USER GUIDE (GENERAL)

You can capture up to 2 forms
of I.D. You can select to use
‘ID Scan’ to pre-fill information,
or ‘Photo ID 1’ to open the
camera and manually enter the
client’s information.
Importantly, these images are
not saved on your device.
They go to iTestDrive’s secure
database and are only used for
infringement details.
2.5 MANUAL INPUT OF DRIVER’S DETAILS
In either case, take a clear photo
of the license.
When scanning, do not take
the photo in direct or poor light,
and align and focus to maximize
the scan devices capabilities.
This process takes around
10 seconds.
If you choose to take a photo,
you will be asked if you would like
to use or retake the photo.
Select use if you are happy with
the image.
Press the next field to replicate
the process for the reverse side of
the license or any other I.D. that
your dealership may require.

13
2.5 MANUAL INPUT OF DRIVER’S DETAILS (CONT.)
You will notice that the phone
number or license number you
have entered has been saved in
the field.
Continue to fill in each and every
blank field remaining.
Slide the screen up to enter the
client’s email address. This is
very important. All the information
including terms and conditions
will be sent to this email address.
After the fields have been
completed, press ‘Continue’.
The vehicle and client details
will be displayed.
Once the client has agreed with
the terms and conditions, press
‘I Accept’ to confirm, and then
press ‘Book Out’.
2.6 BOOKING OUT A VEHICLE

The client agrees again to
the terms and conditions by
signing with their finger.
Then click ‘Done’.
Confirm that you want to book
out the vehicle.
2.6 BOOKING OUT A VEHICLE (CONT.)

15
The vehicle is booked out and the
test drive time will be recorded
and logged from that moment.
You can have unlimited test drives
booked out at the same time.
2.7 BOOKING IN A VEHICLE
When the client returns,
select the center button on the
home page, ‘Leads and Active
Drives’, to reactivate the test drive
activity. Four tabs will appear at
the top.
‘Leads’ are leads that have
been pushed to you by the lead
provider (Autogate) or vehicles
that have been saved, to continue
at a later time.

2.7 BOOKING IN A VEHICLE (CONT.)
‘Active’ are demos that have not
yet been booked in.
‘Incomplete’ are demos that have
been booked in but no comment
on the outcome of the demo has
yet been selected.

17
‘All’ are all test drives that you
have had. Sold cars are marked
in green and loan cars in yellow.
Find the client that has
just returned. Click the
client’s name, and the
iTestDrive app will return
you to the active test drive.

Press ‘Book In’.
The book in has now been
time stamped.
The client will automatically
receive an email from Carsales
including the e-brochure on
the vehicle.
Another email from iTestDrive with
the signed terms and conditions
will also be sent, with a thankyou
from the dealership endorsed by
the sales person.
At any time after discussing the
demo with your client, you can
enter ‘Active Drives’ and select an
outcome for future reference and
follow up.
2.8 RECORDING A RESULT AND COMMENT

19
There are a number of outcomes
in a drop down box to choose
from.
If none of these apply, you can
select ‘other’ and record your
own result.
2.8 RECORDING A RESULT AND COMMENT (CONT.)

From the home page,
click ‘Settings’.
2.9 SETTINGS
In settings, you can view or edit
your own personal profile.

21
The ‘Help’ icon will take you to
video tutorials in case you need
a refresh on how to use the
application and the portal.
2.10 HELP
The ‘Statistics’ button will
display all the stats on your
personal demos - names,
addresses, email, phone,
age, sex etc.
2.11 STATISTICS

Just remember, the more you use the app,
the smarter and faster you will become at using it.
If you have any questions, please check our
website or call our help line between
9am-5pm and one of our customer service
representatives will be happy to help you.
W. itestdrive.com.au
P. 02 6282 3000
Welcome to the EASY,
SIMPLE and SMART world
of iTestDrive. Enjoy.

3.1 SIGNING UP OR LOGGING IN
To start, simply log in. You will
have access to all the inventory
and leads that your Autogate
account authorizes.
If your dealership is subscribed
to the iTestDrive service, continue
by clicking the ‘Autogate’ tab.
To subscribe, hit the iTestDrive
logo or the hyperlink on this page.
You can easily sign up, log into
the portal, watch videos and
much more.

25
Select the ‘Leads’ tab relevant to
your department.
Then select the lead.
3.2 PUSHING A LEAD TO THE APP
AUTOGATE USER GUIDE

3.2 PUSHING A LEAD TO THE APP (CONT.)
After you’ve made contact and an
appointment has been confirmed,
click on the iTestDrive icon.
This loads all of the clients details
and the vehicle on the iTestDrive
mobile app.
The mobile Autogate will
automatically launch the
iTestdrive app.
From the autogate desktop
version, you will need to open
the iTestDrive app to retrieve the
pushed lead.
The clients, leads and vehicles
that you have loaded through the
Autogate portal will now appear.

27
When you are ready to
commence the test drive,
just click that lead.
If the details are correct,
click ‘Continue’.
Either press ‘ID Scan’ to scan
automatically or ‘Photo ID’ for
manual input.
3.2 PUSHING A LEAD TO THE APP (CONT.)
3.3 UPDATING THE CLIENT’S DETAILS
AUTOGATE USER GUIDE

Align the licence and tap
to capture.
When scanning, the process
takes around 10 seconds.
The client’s details will appear.
You can edit any field or retake
the image.
3.3 UPDATING THE CLIENT’S DETAILS (CONT.)

29
Once you’ve checked the details
are correct, press ‘Continue’.
The vehicle and client details will
be displayed.
Once the client has agreed with
the terms and conditions, press
‘I Accept’ to confirm, and then
press ‘Book Out’.
3.3 UPDATING THE CLIENT’S DETAILS (CONT.)
AUTOGATE USER GUIDE

The client agrees again to
the terms and conditions by
signing with their finger.
Then click ‘Done’.
Confirm that you want to book
out the vehicle.

31
The vehicle is booked out and the
activity time stamped.
The app will automatically return
to the home screen.
When the client returns, press the
center button on the home page,
‘Leads and Active Drives’, to
reactivate the test drive activity.
A list of current test drives
will be displayed.
Find the client that has just
returned. Click the client’s name,
and the iTestDrive app will return
you to the active test drive.
3.5 BOOKING IN A VEHICLE
AUTOGATE USER GUIDE

Press ‘Book In’.
The book in has now been time
stamped.
The client will automatically
receive an email from Carsales
including the e-brochure on the
vehicle.
Another email from iTestDrive with
the signed terms and conditions
will also be sent, with a thankyou
from the dealership endorsed by
the sales person.
Once discussions with the
client have been finalized,
go to ‘Incomplete Drives’.
Select a result from the drop
down box or select ‘other’
to write your own personalized
result.
3.6 RECORDING A RESULT AND COMMENT

33
The result will automatically
be loaded onto the comments
section of Autogate for that lead.
Select ‘Book Out’.
3.6 RECORDING A RESULT AND COMMENT (CONT.)
3.7 WALK-IN PROSPECT
AUTOGATE USER GUIDE

Press ‘Test Drive’.
Enter the stock number or rego
number and then press ‘Continue’.
Follow the same Book Out and
Book In procedure as previously
explained.
When the vehicle is booked
back in, a new lead will be
generated and all comments
transferred to the leads profile.
3.7 WALK-IN PROSPECT (CONT.)

35
ADDED TIPS FOR
THE ITEST DRIVE APP

By pressing the ‘Driver’ tab you
can view all details of the driver.
From this page, you can call
or email the client directly
from the app.
To manually enter the driver’s details,
press ‘Photo ID’ to open the camera. Align the
licence and tap to capture. This can be repeated
for up to three I.D.’s if required.
Importantly, these images are not saved on your
device. They go to iTestDrive’s secure database
and are only used for infringement details.
Enter the client’s phone number. If the client
is already in the database, their details will
fill automatically. If not, proceed to fill in the
blank fields.
The address field is integrated with a
predictive address search capability, similar
to Google Maps. When you type in a correct
address, following fields, including city, state,
and postcode, will automatically fill.
4.1 CONTACTING THE DRIVER FROM THE APP
4.2 MANUAL INPUT OF DRIVER’S DETAILS

37
If you can’t find a comment in the
drop down box that suits your
result, simply select ‘Other’.
You can then type in, or tap
on the microphone to activate
speech to text and record your
own personal comment.
4.3 ENTERING ‘OTHER’ COMMENTS IN RESULTS
4.4 TIPS FOR ALL SCREENS
1. Pressing the blue arrow in the
top left will take you ‘back’ at
any time.
2. Pressing the ‘Home’ button
in the top right will
immediately return you to
the home screen.
3. Pressing the green magnifying
glass will begin a search.
4. Pressing any icon on the
bottom will take you directly
to that page.
ADDED TIPS FOR THE ITEST DRIVE APP

4.5 SETTINGS
1. To view or edit your profile,
press the arrow on the
top right. Dealer Principals
can change personal and
business profiles on this
page by selecting ‘Personal’
or ‘Business’. All other users
can only edit their own
personal profile.
2. To edit the image associated
with your profile, press on the
image box and replace from
your files.
3. You can change your email
address, phone number and
password from this page.
4.6 STATISTICS
On this page, you can check all
statistics by date, age, gender,
make, model, postcode and
sales person. Simply tap on any
graph to adjust your search.

5.1 ACCESSING THE PORTAL
This is the User Guide for the iTestDrive Portal, used to
create new users for a dealer, add new vehicles,
add new clients, and view statistics. Access the portal
by clicking ‘Sign In’.
Enter the email associated with your account, or your
username, provided by iTestDrive. Enter your password,
also provided by iTestDrive, and log into the portal.
5.2 LOGGING IN

41
5.3 HOME PAGE
The portal is a user-friendly dashboard, which displays all the iTestDrive features.
The default page will display all users who have access to the portal with their basic details.
The portal allows you to view and search your test drive activity. The navigation on the left
allows for quick reference to the activity conducted by the users in the dealership.
By clicking ‘Edit Business Profile’, you can enter or update your dealerships
company profile. You can upload your company logo, add group email addresses
and add your dealerships terms and conditions.
5.4 EDITING THE BUSINESS PROFILE
PORTAL USER GUIDE

5.4 EDITING THE BUSINESS PROFILE (CONT.)
5.5 ACCOUNT DETAILS
Click ‘Submit’ to save your changes.
By clicking ‘Account Details’, you can view details of the iTestDrive account.
View available licenses, add or change licensed users, access your payment details
and renew your iTestDrive account.

43
5.6 EDITING A PERSONAL PROFILE
By clicking ‘Edit Personal Profile’, you can edit the details of the logged in user. You can
add a secondary email account, department they belong to and a picture, and change the
password provided by iTestDrive. Click ‘Submit’ to save your changes.
Click ’Change Password’, enter a new password, confirm your password and
click ‘Submit’ to save your changes.
5.7 CHANGING A PASSWORD
PORTAL USER GUIDE

5.8 ADDING A NEW USER
To add a new user, simply click on ‘Add User’, fill in the name, email address, a temporary
password, and the role of the user by selecting on the drop down options.

45
5.8 ADDING A NEW USER (CONT.)
The user is now saved into the iTestDrive system and will have immediate access
to the system.
5.9 DELETING A USER
To delete a user simply click on ‘Delete’ under ‘Actions’. You will be asked to
confirm the deletion.

5.9 DELETING A USER (CONT.)
The user will be removed from ‘Users’.
To create a vehicle, click on ‘Create Vehicle’ and enter the vehicle’s details, such as
stock number, rego number, make, model, year, and department from the drop down list.
5.10 CREATING A VEHICLE

47
5.10 CREATING A VEHICLE (CONT.)
Under ‘Vehicles’, you will see your entry was successfully created.
To book out a vehicle, click on ‘Book Out’. Select the radio button to choose your
search method. You can search the vehicle either by ‘Stock #’ or ‘Rego #’. Click ‘Submit’
to begin the process. When the vehicle is found, click ‘Continue’ to process the book out.
Don’t forget to select ‘Test Drive’ or ‘Loan’.

5.12 SEARCHING A TEST DRIVE
5.13 ACTIVE DRIVES
To access the details of a test drive, select ‘All Test Drives’. You can search for a vehicle and
driver from a specific time or day. Enter the ‘Rego’ or ‘Date’ field and click ‘Search’.
You can see all test drives that are currently out under ‘Active Drives’.
You can book in, make comments and show details by selecting the appropriate action.

49
5.14 STATISTICS
You can view and search statistics under ‘Statistics’. Search by all, day, week,
month or year, or customize a selection from the available options.
The results of your selected search method will appear. Click on any comment or graph to
customize your results further.

5.14 STATISTICS (CONT.)

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