← Dealer team SOPs
Dealer team SOPs · How-to videos

Dealer how-to videos

Four short videos that show a dealer's parts team the daily tasks on Gearflow: quote a parts request, find and resend the quote PDF, message the customer on a request, and find a request by part or customer.

Who: counter reps, inside sales reps and parts managers. Share this page, or one video, with each new person on the team. Each video is 1 to 2 minutes, on a computer.

The videos show an invented dealer with invented customers, parts and people. They are current with Gearflow on November 6, 2026. If a screen on your account does not match, tell your Gearflow contact.

1. Quote a parts request (1:52)Open a request from Inbound, check the parts and your stock, price each line, add shipping and a note, then review and send the quote.
2. Find and resend the quote PDF (1:33)Find a quote you sent under Quoted, see the PDF in the request's messages, then send it again with Update quote.
3. Message the customer (1:17)Read the customer's question on the request, answer it, and see who gets your reply by email.
4. Find a request by part or customer (1:56)Search the Parts page by part number or word, use Global Search, or open the customer's page and its Requests tab.

#The SOP for each video

  1. Quote a parts request: Quote a request.
  2. Find and resend the quote PDF: Quote a request, "The quote PDF".
  3. Message the customer: Messages: Mentions and Subscribed.
  4. Find a request: Work the requests inbox and Customers and their units.