Zoho implementation for EV and Two-Wheeler Dealers
Zoho for ev and two-wheeler dealers: handle enquiries, test rides, bookings, finance tie-ups, delivery and service.
Business process workflow
How ev and two-wheeler dealers work flows in Zoho
Handle enquiries, test rides, bookings, finance tie-ups, delivery and service.
Common problems we fix
- Test rides are not scheduled well
- Finance status is chased manually
- Service history is scattered
The process, step by step
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Zoho Desk
Zoho FSMDepartment by department
How every department of a ev and two-wheeler dealers business works in Zoho
An EV or two-wheeler dealer sells scooters and motorcycles in high volume, arranges finance and insurance on the spot, and services the same riders for years, with battery health and subsidy claims adding work for EVs. In Zoho, the showroom, delivery desk, service floor, battery and spares team, accounts and HR share one rider and one chassis record.
How the departments hand work to each other
Each arrow is a handover. Because every team works on the same Zoho records, the next department picks up the work without re-entering it.
- 1Showroom and Test Rides to Vehicle Stock and Delivery: Bookings ready for chassis allotment and delivery
- 2Showroom and Test Rides to Finance and Accounts: Booking receipts and finance cases
- 3Vehicle Stock and Delivery to Subsidy and OEM Claims: Delivered EVs with documents for subsidy claims
- 4Vehicle Stock and Delivery to Service Workshop: New vehicle records with free service schedule
- 5Subsidy and OEM Claims to Finance and Accounts: Settled and pending claims
- 6Service Workshop to Spares, Batteries and Accessories: Parts needed for job cards
- 7Service Workshop to Finance and Accounts: Service invoices and warranty claims
- 8Spares, Batteries and Accessories to Service Workshop: Parts issued and back-order dates
- 9Spares, Batteries and Accessories to Finance and Accounts: OEM parts bills
- 10Finance and Accounts to Management and Reporting: Department profit and claims position
- 11HR and Payroll to Finance and Accounts: Payroll and incentive summary
- 12Management and Reporting to Showroom and Test Rides: Monthly targets and scheme budget
Each department in detail
Open a department to see its workflow, its own entity diagram, who does the work, what needs approval, the reports it watches and what it hands over.
Showroom and Test RidesConverts walk-ins and online enquiries into bookings for the right model, colour and battery variant.
Workflow
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Capture walk-ins and leads
Walk-ins, OEM portal leads, website forms and social enquiries become CRM leads with model interest and daily commute.
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Book test rides
Test rides are booked on demo vehicles with licence capture and a ride feedback form.
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Explain running cost and range
For EVs the consultant shares range, charging time, running cost and any subsidy, and for petrol models fuel economy.
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Quote and book
The on-road quote with insurance, registration, accessories, extended warranty and exchange is shared and a booking amount taken.
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Arrange finance at the counter
Finance partner applications are logged on the deal and approval status is tracked.
Zoho Forms
Zoho SocialEntity diagram: Showroom and Test Rides
The records this team creates and updates, their key fields, and how they link.
- Zoho CRM
- Zoho Bookings
- Zoho Creator
Read the relationships as text
- Lead takes Test Ride (1:N)
- Lead converts to Booking (1:1)
- Booking may need Finance Case (1:1)
Who does the work
- Sales consultant
- Showroom manager
- Finance executive
Approvals and controls
- Discounts or free accessories beyond the scheme need the showroom manager
- Delivery is blocked until full payment or lender approval
Reports they watch
- Enquiry to booking conversion
- Bookings by model and colour
- Finance approval rate by lender
Hands over to
- Vehicle Stock and Delivery: Bookings ready for chassis allotment and delivery
- Finance and Accounts: Booking receipts and finance cases
Vehicle Stock and DeliveryReceives vehicles from the OEM, allots chassis to bookings, completes PDI and registration, and hands over.
Workflow
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Receive OEM stock
Vehicles are received with chassis, motor or engine number, battery serial and charger serial.
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Allot chassis
Free stock is matched to bookings by model and colour on a first-come basis.
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PDI and accessories
Pre-delivery checks cover battery charge level, software version, lights and brakes, and accessories are fitted.
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Register and insure
Insurance is issued and registration is filed, with number plate status tracked.
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Hand over and onboard the rider
The rider gets the vehicle, charger, app setup for connected EVs, and a delivery checklist signature.
Zoho SignEntity diagram: Vehicle Stock and Delivery
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
Read the relationships as text
- Vehicle fitted with Battery Pack (1:1)
- Vehicle allotted by Allotment (1:1)
- Allotment closed by Delivery Note (1:1)
Who does the work
- Stock in-charge
- PDI technician
- Delivery executive
Approvals and controls
- Chassis swaps between bookings need the showroom manager
- Vehicles with PDI faults are held until the service manager clears them
Reports they watch
- Stock by model, colour and age
- Bookings waiting for allotment
- Registrations pending
Hands over to
- Subsidy and OEM Claims: Delivered EVs with documents for subsidy claims
- Service Workshop: New vehicle records with free service schedule
Subsidy and OEM ClaimsPrepares and tracks subsidy, scheme and OEM incentive claims so the dealer gets the money it is owed.
Workflow
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Collect claim documents
Invoice, ID, registration and delivery photos are collected for each EV sold under a government scheme where it applies.
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Submit claims
Claims are uploaded to the OEM or scheme portal and the claim reference is recorded.
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Track OEM schemes
Retail schemes, volume incentives and consumer offers are tracked per vehicle sold.
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Match settlements
Claim and scheme amounts received are matched to each vehicle and gaps are followed up.
Zoho WorkDriveEntity diagram: Subsidy and OEM Claims
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
- Zoho Books
Read the relationships as text
- OEM Scheme applies to Subsidy Claim (1:N)
- Subsidy Claim settled by Settlement (N:N)
Who does the work
- Claims executive
- Accounts manager
Approvals and controls
- Claims are submitted only after all documents are checked by the claims executive
Reports they watch
- Claims pending by scheme and age
- Scheme income per vehicle
- Rejected claims by reason
Hands over to
- Finance and Accounts: Settled and pending claims
Service WorkshopRuns free and paid services, repairs and EV diagnostics quickly so riders are not off the road for long.
Workflow
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Book service
Riders are reminded of free and paid services by date or odometer and book a slot.
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Open job card
The advisor records odometer, complaints and, for EVs, battery state of health and error codes.
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Repair and road test
Labour and parts are added to the job card and the vehicle is road tested.
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Bill and deliver
Paid work is billed, warranty work is claimed, and the rider gets a feedback request.
Zoho Campaigns
Zoho SurveyEntity diagram: Service Workshop
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
Read the relationships as text
- Job Card records Diagnostic Log (1:N)
- Job Card includes Labour Line (1:N)
- Job Card may raise Warranty Claim (1:N)
Who does the work
- Service advisor
- Mechanic
- EV technician
- Service manager
Approvals and controls
- Battery or motor replacement under warranty needs OEM approval before the job
- Extra repairs need the rider's approval
Reports they watch
- Vehicles delivered same day
- Repeat repairs within 30 days
- Free service turn-up rate
Hands over to
- Spares, Batteries and Accessories: Parts needed for job cards
- Finance and Accounts: Service invoices and warranty claims
Spares, Batteries and AccessoriesStocks fast-moving spares, tyres, batteries, chargers and accessories and sells them at the counter.
Workflow
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Issue to jobs
Spares are issued against job cards so they are billed or claimed under warranty.
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Sell at the counter
Helmets, accessories and spares are sold to walk-in customers with a tax invoice.
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Track batteries and chargers
Battery packs and chargers in stock are tracked by serial, and returned faulty units by claim.
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Entity diagram: Spares, Batteries and Accessories
The records this team creates and updates, their key fields, and how they link.
- Zoho Inventory
Read the relationships as text
- Part sold in Counter Sale (N:N)
- Part ordered on OEM Order (N:N)
- Part tracked as Serial Item (1:N)
Who does the work
- Spares executive
- Store in-charge
Approvals and controls
- Emergency orders outside the OEM cycle need the service manager
Reports they watch
- Fill rate for job cards
- Accessory sales per vehicle sold
- Faulty batteries awaiting OEM return
Hands over to
- Service Workshop: Parts issued and back-order dates
- Finance and Accounts: OEM parts bills
Finance and AccountsBills vehicles, service and spares, reconciles lender payouts and claims, and pays the OEM.
Workflow
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Invoice vehicles
Vehicle invoices carry chassis and battery serials with GST in India, or VAT where the dealer is outside India.
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Reconcile lender payouts
Disbursements and payout commissions from finance partners are matched to bookings.
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Track claims receivable
Subsidy, scheme and warranty claims due from the OEM are tracked until credited.
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Close the month
Profit is reported for vehicles, service and spares separately.
Entity diagram: Finance and Accounts
The records this team creates and updates, their key fields, and how they link.
- Zoho Books
Read the relationships as text
- Vehicle Invoice funded by Lender Payout (1:1)
- OEM Payable costs Vehicle Invoice (N:N)
- Claim Receivable linked to Vehicle Invoice (N:N)
Who does the work
- Accountant
- Accounts manager
Approvals and controls
- Invoice cancellations after registration need the dealer principal
- OEM payments above the limit need the accounts manager
Reports they watch
- Claims receivable ageing
- Margin per vehicle after schemes
- Lender payouts pending
Hands over to
- Management and Reporting: Department profit and claims position
HR and PayrollHires, trains and pays consultants and mechanics, including EV-skilled technicians.
Workflow
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Train on EV and OEM processes
OEM product training and high-voltage safety training are recorded with certificates.
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Pay salary and incentives
Salary and per-vehicle or per-job incentives are paid through Zoho Payroll where it is available, or your local payroll provider.
Zoho Recruit
Zoho Learn
Zoho People
Zoho PayrollEntity diagram: HR and Payroll
The records this team creates and updates, their key fields, and how they link.
- Zoho People
- Zoho Learn
- Zoho Creator
- Zoho Payroll
Read the relationships as text
- Employee completes Training Record (1:N)
- Employee earns Incentive (1:N)
- Employee paid by Payslip (1:N)
Who does the work
- HR executive
- Service manager
Approvals and controls
- Only technicians with high-voltage safety training work on EV batteries and motors
Reports they watch
- EV-certified technicians by branch
- Incentive cost per vehicle
- Attrition by role
Hands over to
- Finance and Accounts: Payroll and incentive summary
Management and ReportingGives the dealer principal one view of sales, deliveries, service, claims and profit.
Workflow
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Watch daily sales and deliveries
Enquiries, bookings, deliveries and stock are shown by model and branch.
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Track service and claims
Workshop throughput, repeat repairs and claims pending are reviewed weekly.
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Review profit
Monthly profit by department and scheme income are compared with OEM targets.
Entity diagram: Management and Reporting
The records this team creates and updates, their key fields, and how they link.
- Zoho Analytics
Read the relationships as text
- Model Mix rolls into Dealer KPI (N:N)
- Claim Ageing rolls into Dealer KPI (N:N)
Who does the work
- Dealer principal
- General manager
Approvals and controls
- Monthly targets and discount budget are set by the dealer principal
Reports they watch
- Retails against OEM target
- EV share of sales
- Claims pending and profit by department
Hands over to
- Showroom and Test Rides: Monthly targets and scheme budget
Zoho AnalyticsWhat to expect when you start
A typical plan for a focused project of one to three apps. Larger scope or messy data takes longer; we confirm the timeline after discovery.
Week 1 to 2
Map and agree
We walk through your ev and two-wheeler dealers process from "Lead capture" to "Dealer reports", list the records and fields you really need, and agree the scope.
Week 3 to 4
Build the core
We configure Zoho CRM and Zoho Bookings with your stages, roles, approvals and templates.
Week 5 to 6
Connect and migrate
We clean and import your data, connect email, payments or other tools, and build the reports you will use every week.
Week 7 to 8
Test and go live
Your team tests with real cases, we train each role, and we cut over with a checklist.
Mistakes to avoid
- Copying the old spreadsheet column for column. Keep only the fields that help someone decide or act.
- Leaving out exceptions such as returns, changes and cancellations. Model them early so the team does not work around the system.
- No owner per stage. Name one person for "Lead capture" and one for "Dealer reports".
- Going live without checking reports against numbers you already trust.
A good first win
Start with the problem that hurts most: Test rides are not scheduled well. Fixing one visible problem in the first month builds trust and adoption for everything after it.
What you can measure
- Test ride to sale
- Delivery time
- Service retention
Questions about Zoho for ev and two-wheeler dealers
Which Zoho apps suit ev and two-wheeler dealers businesses?
A typical ev and two-wheeler dealers setup uses Zoho CRM, Zoho Bookings, Zoho Books, Zoho Creator, Zoho Inventory, Zoho Desk, Zoho FSM, Zoho Analytics. We confirm the exact apps after mapping your own process in a discovery call.
How does the business process flow in Zoho for ev and two-wheeler dealers?
1. Lead capture; 2. Test ride; 3. Booking and finance; 4. Delivery; 5. Service; 6. Dealer reports.
Which departments does a Zoho setup for ev and two-wheeler dealers cover?
A full setup covers Showroom and Test Rides, Vehicle Stock and Delivery, Subsidy and OEM Claims, Service Workshop, Spares, Batteries and Accessories, Finance and Accounts, HR and Payroll, Management and Reporting. Each department works in its own Zoho screens, but they share the same customer, order and finance records, so work moves from one team to the next without being retyped.
Zoho apps we set up for ev and two-wheeler dealers
Zoho CRM
Zoho Books
Zoho Creator
Zoho Inventory
Not sure which apps fit your business? Book a free 30-minute call or see all Zoho products we implement
Zoho services for ev and two-wheeler dealers
All Zoho services →- Zoho implementationZoho CRM live within 2 weeks, fixed price agreed in writing
- Zoho support100-hour support packs, first reply within 1 hour
- Zoho consultingChoose the right apps and plan before you build
- Data migration to ZohoMove from Salesforce, HubSpot, Tally, QuickBooks or spreadsheets
- Zoho integration servicesConnect Zoho to payments, ads, telephony, e-commerce and more
- Zoho auditA scored review of your current Zoho setup
More industries we build Zoho workflows for
Zoho adapts to almost any business that has leads, orders, projects, people and money to track. A few examples are below; the industries page lists all 179 with a typical process flow and the Zoho apps behind each.
- Construction and ContractingControl tenders, project costs, subcontractors, site materials and progress billing from one system.
- Wholesale and DistributionRun orders, stock across warehouses, credit limits and collections for dealers and retailers.
- Food and BeverageTrack outlet and central kitchen stock, recipes, suppliers and daily sales with branch-wise accounts.
- Fitness and WellnessConvert enquiries into members, manage bookings and recurring fees, and keep members engaged.
- Staffing and RecruitmentManage client job orders, candidate pipelines, placements and invoicing in one flow.
- Travel and TourismTurn enquiries into itineraries, bookings and payments with supplier and customer tracking.
- Telecom and ISPsRun activation, installation, support and recurring billing for subscribers and enterprise accounts.
- Media and AdvertisingManage clients, briefs, campaign projects, approvals and retainer billing for agencies and media firms.
- Import and Export TradingHandle enquiries, proforma invoices, shipments, documentation and multi-currency accounting.