Client's Objectives
Create a User-Friendly Interface for Multiple User Roles:
Design a unified interface that supports more than three distinct user roles, ensuring each role accesses relevant functionalities while adhering to a consistent, intuitive design philosophy. This interface should enhance user navigation and satisfaction across different roles without compromising on personalized user experience.
Synchronize Documentation and Compliance Across Car Dealers and Insurance Agencies:
Establish a synchronized system for managing and updating documentation and compliance requirements that are relevant to both car dealers and insurance agencies. This system should automate the sharing and updating of necessary documents to streamline compliance and reduce manual errors.
Enhanced Data Security and Privacy Measures:
Enhance data security protocols and privacy measures to safeguard user information, especially during ID scanning and document handling processes. Implement industry-standard encryption and secure data handling practices to protect sensitive information and ensure compliance with GDPR and other data protection laws.
Dynamic Adaptability to Changes in Regulations and Market Conditions:
Ensure the application is adaptable to changes in legal requirements and market conditions without extensive manual updates. Incorporate features that allow easy updates to compliance measures and user functionalities in response to new regulations or market needs.
Simplify Insurance Quote Generation:
Allow car dealerships to request quotes and insurance agents to process them — manually at first, with future automation in mind.
Implement Incentives via Referral & Bonus Payouts:
Motivate agents with automated bonus tracking and payouts via Stripe Connect.
Challenges
Turning an MVP Vision Into a Real-World Product
Digitizing the Test Drive Workflow Without Compromising Security or Speed
Integrating the new co-applicant functionality into the existing system
Make the process of onboarding for new users simple and intuitive
Enabling a Manual-but-Trackable Insurance Quote Flow
Automating Bonus Payouts and Referral Tracking
Solutions
MVP-First Development With Feature Validation
- To prioritize functionality by business value, we conducted workshops that helped shape a multi-phase roadmap. Initially, manual workflows were implemented, with plans for API automation in later phases. We defined success metrics that focused on key business objectives, including test drive setup time, quote-to-bound conversion rates, and payout processing timelines.
- In under six months, we delivered a working MVP, which included staged releases for the test drive module and car sales agent management. This allowed PitCrew to launch a business-ready MVP that was capable of scaling operations and efficiently onboarding real dealerships.

Clickable prototype
Startups often have limited funds, so it's crucial to perform thorough planning and prototyping before entering development. The Visual Craft team conducted an in-depth discovery phase and developed a step-by-step development plan that will allow us to easily integrate new features, scale, and customize the product in the future.
For prototype creation, we started the discovery phase of the project. During this phase, our team, in close cooperation with stakeholders, processed and created the optimal user flow for all roles, which will be used in the application. As an integral part of this process, we’ve created the wireframes, design, detailed technical requirements, and clickable prototype.

Smart, Multi-Step Onboarding With OCR + Signature Support
We built a 3-step process that mirrors the real-world test drive setup:
- Vehicle selection via VIN scan or CSV-imported car list
- Driver license OCR: Photos of front/back license auto-fill the form (fallback: manual entry)
- Instant DMV permit preview and e-signature with digital timestamping
If barcode scans failed after 3 attempts, the app gracefully redirected to a manual form, ensuring no dead ends.
All steps concluded with optional customer data collection (email/phone) and insurance opt-in.
Result: Test drives could be set up in under 3 minutes, with instant PDF-ready DMV documents signed on-screen.


Created a user-oriented and native for mobile devices application and new features development
We combined automation and quickness with simplicity and usability in UX/UI in order to meet all client's requirements and make the application usage comfortable and multifunctional.

Co-applicant features
In response to the need for enhanced flexibility during the test drive process, PitCrew implemented a new feature allowing dealers to designate an additional driver as a co-applicant directly within the test drive booking interface.

User-Intuitive Interface for Sales Agents:

Automated Document Update:

DMV Information Display:

Exclusive Designation:
This feature simplifies the onboarding of co-applicants during the test drive phase, enhancing operational efficiency for dealers and improving the customer experience by streamlining the necessary administrative processes. The implementation ensures compliance with local regulations and adapts dynamically to user interactions, providing a robust solution.
Intuitive and easily configurable onboarding tooltips
This feature was designed to streamline the process of integrating new sales agents or dealers into a company’s network through mobile or web platforms. This feature aims to simplify and expedite the onboarding process, ensuring that new agents and dealers can quickly become effective members of the organization.
The team evaluated multiple libraries based on their compatibility with the current UI/UX frameworks, their ease of customization, and the community and developer support available. Libraries that allowed extensive customization and had robust support for dynamic content changes were prioritized.
The chosen JavaScript library had to support easy modifications of the onboarding process, allowing the team to add, remove, or alter steps without significant redevelopment efforts. This was crucial as the feature needed to adapt to new functionalities or changes in the onboarding sequence.

Quote Request Flow With Manual Processing Support
- “Request a Quote” button embedded into the final test drive step and the details page.
- Pop-up form for partial customer info (SSN digits optional, phone/email optional).
- Email + dashboard notification system to alert agents instantly.
- Insurance agents logged in to view a structured, read-only quote dashboard and manually input details into external carrier sites.
- Agents could upload insurance cards, which instantly triggered in-platform availability + email alerts to the dealer.
Result: Dealerships completed test drives with verified insurance documents, even without real-time integrations.

Full-Stack Stripe Bonus System With Monthly Payout Logic
We delivered a robust bonus engine:
- Referral tab with Stripe Connect integration (create, verify, dashboard)
- Connected account status checks with dynamic UI states
- Auto payout scheduler: Monthly batch payouts on the 1st, triggered at 5 AM UTC
- Balance sync + payout initiation from available Stripe funds
- Failure handling: Retry logic, admin alerts, refund logic
Result: Car sales reps could track and receive payouts automatically without needing accounting support.

Technologies



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