F&I Menu & Product Presentation for Heavy Equipment Dealer Managers with DIS
Run f&i menu & product presentation on autopilot inside DIS.
The Problem
F&I managers at Construction & Ag Equipment Sales dealerships present the same menu products on every deal in DIS — but each menu is hand-tailored to credit, vehicle, and customer profile, eating closing-room time.
What We Build in DIS
AI pre-builds the F&I menu per deal from DIS customer + vehicle data, surfaces the most relevant products with reasoning, and the F&I manager focuses on conversation — F&I PVR climbs $200–500. Purpose-built for teams running DIS — uses the native API or agent integration so nothing leaves the system of record.
DIS Integration Approach
Audit your DIS configuration
We map the specific DIS objects, custom fields, and workflows the automation needs to touch for your construction & ag equipment sales practice.
Build on the DIS API or agent
Integration happens inside DIS — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in DIS with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this f&i menu & product presentation automation work natively in DIS?+
Yes — we build directly on DIS's API or agent integration. Your data stays in DIS, your heavy equipment dealer managers keep the same login and UI, and there's no parallel system for the team to learn.
What DIS configuration do we need before deployment?+
We work with your existing DIS setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for construction & ag equipment sales teams.
Can DIS handle f&i menu & product presentation on its own?+
DIS handles configuration; AI handles judgment. Native DIS workflows route deterministic tasks; our automation layer adds the AI judgment DIS doesn't ship out of the box — document classification, exception triage, drafting.
Is DIS the right tool for f&i menu & product presentation for heavy equipment dealer managers?+
DIS is widely used among construction & ag equipment sales teams precisely because of its data model around f&i menu & product presentation. We've deployed this workflow on DIS for similar firms and the integration is well-trodden.
What's the typical ROI of f&i menu & product presentation automation in DIS?+
For construction & ag equipment sales firms running DIS, automation typically pays back inside the first quarter — measured against the loaded cost of the heavy equipment dealer manager hours absorbed. Higher volumes deploy faster.
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See this running in your DIS instance
30-minute call. We'll look at your actual DIS setup and show exactly how this workflow fits.