Solutions

Working guides for service, sales, F&I, HR, and branch teams.

Maximbase is built for dealer groups where the same policy pack, service bulletin, approval note, or training guide has to work across departments and rooftops.

Dealership managers reviewing service, sales, finance, and training documents in an operations meeting.

Service lane

Warranty rules, goodwill notes, service bulletins, and repair-order steps need to be current before the customer waits.

Sales and F&I

Offer terms, trade-in steps, handover rules, approvals, and disclosures need one reviewed place to check.

Branch drift

Every rooftop should not rebuild its own version of the same policy pack, training note, or branch procedure.

Department map

Each department asks from a different document set.

Service and after-sales

Pressure

A customer is waiting while an advisor checks a warranty step, goodwill rule, service bulletin, or repair-order note.

Documents

Warranty policies, service bulletins, recall notes, campaign rules, handover notes, and diagnostic checklists.

What changes

Advisors check the current guide, see the document behind it, and escalate only when the case needs manager review.

Customer service and experience

Pressure

The customer care team needs the callback script, loan-car rule, complaint note, or site-specific response.

Documents

Booking scripts, loan-car policy, complaint handling notes, customer update templates, and brand-specific service promises.

What changes

Customer care works from the approved script, site rule, or callback note instead of calling around for a precedent.

Sales and handover

Pressure

A sales conversation slows when offer terms, handover steps, trade-in notes, and product packs sit in different places.

Documents

Model launch packs, offer rules, handover checklists, trade-in process notes, accessory guides, and finance disclosure prompts.

What changes

Sales staff check the approved note before a handover, test drive, trade-in discussion, or offer explanation creates rework.

Finance and insurance

Pressure

Approvals depend on thresholds, disclosures, lender rules, and exceptions that staff have to double-check.

Documents

Approval matrices, disclosure packs, lender process notes, compliance reminders, exception thresholds, and internal sign-off rules.

What changes

F&I checks the matrix, disclosure note, lender step, or exception threshold before the wrong person is interrupted.

HR, onboarding, and training

Pressure

Hiring and retraining slow down when each site explains policy, systems, and role expectations in its own way.

Documents

Onboarding decks, HR policies, role guides, training packs, induction checklists, benefits notes, and manager playbooks.

What changes

New starters and managers use the same reviewed material across roles, sites, and brands.

Branch, fleet, and group operations

Pressure

A multi-site group cannot run on one manager knowing every branch rule, commercial process, and local exception.

Documents

Branch playbooks, roster notes, site procedures, audit reminders, reporting rules, commercial account guidance, and exception logs.

What changes

Branch leaders keep local exceptions visible and roll changes through the group without relying on memory.

Buyer fit

Built for the people who own the rulebook.

Group operators

For the people responsible for standards, exceptions, reporting, policies, and customer promises across sites and brands.

Department leaders

For service, customer care, sales, F&I, HR, training, and branch leaders who own the working guides.

AI and IT teams

For teams that need AI answers tied to approved documents, access rules, identity, and visible evidence.

Bring the dealership documents your team already relies on.

Review your documents