FIELD GUIDE / 02

Dealership admin guide

Manage your team
and vehicle photos.

Set up capture links and dashboard users, review sessions and manage the handoff to inventory and listings.

Before your team starts

Confirm your store’s capture links, vAuto connection and Boost or HomeNet route with your Halo onboarding lead. Capture staff use the phone app; administrators use Prism.

Run one complete capture before staff training.

Use the same phone app release and assigned link your team will use. Check that double-tap takes the requested photo, confirm the upload and check receipt in Prism and vAuto. Resolve any mismatch with Halo before handing out the guide.

01 / ENABLE

Links & people

Create capture links for phone users. Invite administrators through Team.

02 / CHECK

Sessions & photos

Confirm received photos, inspect the image stages and check vAuto delivery.

03 / FOLLOW THROUGH

Inventory & listings

Confirm the inventory match, approval, configured feed and actual listing.

Watch the dashboard walkthrough.

Follow one control at a time. Press Play for a two-second pace, or use Next to work through it yourself.

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Read your dashboard at a glance.

Open Dashboard for the day’s activity. Use Capture Sessions to check an individual vehicle.

Dashboard activity and chart controls
Dashboard activity and chart controls · Tap to enlarge.
Sessions today / Published today
Today’s counts, with a comparison against yesterday.
Avg time to live
Minutes for today’s publishes. A dash means no value is displayed; it is not a promised delivery time.
Vehicles live
The dashboard’s trailing 30-day count.
Live now / View all live
See captures currently in progress and open the filtered session list.
24H / 7D / 30D
Change the Sessions per day chart’s date range. The chart counts sessions created in that range.
Recent sessions / View all
Review recent status, image progress and start time, then open Capture Sessions for the full record.
Refresh
Reload the dashboard figures.

Invite the people who manage Halo.

Use Team for dashboard access, including additional dealership administrators. Capture-only staff receive a capture link instead.

  1. Open Team → Invite

    Choose Team in the sidebar, then Invite.

  2. Enter the work email and choose the role

    For an additional administrator, change Role from its default Operator to Admin. The menu offers Admin, Operator and Viewer. Choose the access appropriate to that person’s responsibilities.

  3. Review and send

    Add an optional personal message. Check the email and selected role before choosing Send Invite.

  4. Check the team record

    Have the recipient complete the invitation steps. Review their role and status in Team; investigate any access problem with your onboarding lead.

Actual invitation email, role and personal message fields
Choose Admin when inviting an additional administrator. Tap to enlarge.
Team: use Invite, then review the resulting role and status. Personal names and emails masked.
Team roles and account status. Tap to enlarge.
Name / Email
Identify the account receiving dashboard access. Check the work email before sending an invitation.
Role
Choose Admin for another dealership administrator. Operator and Viewer are separate access roles; use the role that matches the person’s job.
Status / Date
Check the account’s displayed status and date. If an invite has not been completed or access is missing, confirm the recipient and role with your Halo contact.
Capture-only staff
Give them a capture link. Do not invite them to Prism just to take photos.

Find a capture session

  1. Search by VIN

    Open Capture Sessions. Enter the full 17-character VIN and choose Find Vehicle. Use the capture-link and status filters to narrow the results.

  2. Open the photos

    Check the captured-photo count and date, then select View photos. Within the session, expand Session activity to review capture, processing and delivery events. Activity times are shown in UTC.

Capture Sessions: search the full VIN, filter status and use the gallery control to review photos. VIN values masked.
Search by VIN and open the matching photo set. Tap to enlarge.
Find by VIN
Enter all 17 characters, even when the result displays a masked VIN.
Capture link filter
Limit the list to sessions created from a particular reusable link.
Capture status
Use Pending, In progress, Capture complete, Failed or Abandoned to narrow the list. Clear filters when a vehicle seems missing.
Captured photos / Captured
Check the received count and capture date before opening the result.
Review controls
The gallery control opens photos. The adjacent session-details control shows the associated capture-link information.
Launch Capture / Capture Links
Launch Capture opens capture entry; Capture Links opens reusable-link management. Staff normally start from the assigned link on their phone.

Review the three image stages

In Prism, open the vehicle’s capture session and use the three photo-stage tabs. Each tab answers a different question.

Source

The original, uncropped photos received from the Capture PWA. Check coverage, clarity and the vehicle’s visible condition.

Stitching

Intermediate transparent eight-view images before dealership presentation. These are for review and are not exportable from this stage.

Presentation

The finished dealership presentation images. Review the vehicle, edges, background and branding. “Generated” is not an approval or publishing status.

Source, Stitching and Presentation tabs in the real dashboard
Source, Stitching and Presentation. Tap to enlarge.
Jetta front quarter source capture
SOURCE / FRONT QUARTER
Jetta front wheel source capture
SOURCE / WHEEL
Jetta rear quarter source capture
SOURCE / REAR QUARTER
Example finished front left three-quarter view
01 / FRONT LEFT THREE-QUARTER · Example Halo output

Report a problem before it reaches the listing.

Check for missing views, clipped vehicle parts, incorrect details or distracting presentation. Send the session reference and affected view to your dealership lead or Halo. Do not treat an automated pass as final merchandising approval.

Inside a session

Session status and dates
Check Photos, Started, Completed and Created. Capture complete confirms the capture stage; check delivery separately.
vAuto delivery
Look for Delivered and the verified raw-photo count, then confirm the correct vehicle in vAuto.
Session activity
Expand the event history to follow submission, processing and delivery. Include the event time and timezone when reporting a problem.
Show VIN evidence
Reveal the identification photo when checking a mismatch. Keep this evidence private.
Photo thumbnails
Open a view to inspect details at a useful size before accepting the image set.
Download photo package
Download the session’s available photo package when needed. This does not publish the images to a listing.

Check appraisal and listing delivery

Before the capture: confirm the appraisal exists in vAuto.

For appraisal delivery, the vehicle must already be saved as an appraisal in your connected vAuto account. Confirm the VIN matches the vehicle and the VIN entered in Halo. The person capturing the vehicle checks vAuto and creates and saves the appraisal if it is missing, before starting Halo.

Appraisal imagery and retail listing imagery have different jobs. Follow the vehicle through both stages, using the correct VIN throughout.

AT APPRAISAL / VAUTO

Original photos support the appraisal.

Complete and upload the Halo capture, then check the session’s vAuto delivery panel. Look for Delivered and the verified raw-photo count. Confirm the images against the right vehicle in vAuto.

Capture → Upload → vAuto delivery verified
vAuto delivery Delivered with 15 of 15 raw photos verified
Delivered: 15 of 15 raw photos verified at vAuto. Tap to enlarge.

AFTER ACQUISITION & STOCK-IN / MERCHANDISING

The finished set supports the listing.

A matching inventory record and approved images are required for publishing. Your dealership’s connected feed carries the finished images onward. Confirm the correct photo set on the dealership website and relevant listing destinations.

Inventory match + approved photos → Connected feed → Listing checked

Boost-connected stores

Use mapped Boost inventory to check the vehicle record. Confirm finished-image delivery and the actual downstream listing with your merchandising lead.

HomeNet-connected stores

Approved final images can enter the configured CSV/SFTP delivery workflow. Check CSV history and Delivery history. A configured Dealer ID, shared transport and schedule are needed for scheduled delivery.

Two ways to start

Appraisal first: capture the trade-in, use the original photos in vAuto, then reuse the approved merchandising set after acquisition and stock-in.
Arrival first: capture new or already-acquired inventory when it arrives, then follow the same upload, review and delivery checks. An appraisal is not required for every vehicle.

Capture complete

The capture stage has completed. Check the received photo count and delivery status separately.

vAuto Delivered

The raw appraisal photos were verified at vAuto. This does not prove the finished listing images are online.

Presentation generated

Images have been produced. Review and approval remain separate.

Visible online

Check the actual vehicle listing and gallery. Feed timing can vary; escalate with the VIN and the last confirmed stage.

Keep the gallery current.

An appraisal capture can provide the first merchandising set. Once recon and detailing are complete, refresh the exterior so the photos show how the vehicle looks now.

Refresh the exterior

Confirm the same vehicle identity, complete the guided walkaround and verify upload again. Have the responsible person check that the intended refreshed images reach the listing.

Complete the vehicle story

Add interior and feature photos through the configured capture flow. Halo supports up to 25 additional photos depending on your store’s setup. Follow the requested views and avoid personal documents or belongings.

Check stock and record arrivals.

In-stock arrivals: search the mapped inventory
In-stock arrivals: search the mapped inventory · Tap to enlarge.
Search inventory
Search by VIN or stock number. Check the vehicle and Boost classification against your stock record.
Refresh inventory
Reload the inventory view. Check Last successful inventory observation to judge how current it is.
First observed (UTC)
When Halo first ingested that record, not when the vehicle physically arrived. Vehicles on order have not arrived yet.
Inventory messages
If the view reports stale data or synchronization trouble, check the last observation and ask Halo to review the connection. An empty search can also mean the VIN or stock number does not match.
Inventory pages
Use Previous / Next inventory page to browse matching records.
Manual arrival
For your store’s manual-arrival process, enter the required 17-character VIN and optional stock number, then select Record arrival after the vehicle arrives.
Arrival recorded / Recent manual arrivals
Check the receipt and the VIN, stock number and Last recorded value. If the form reports an error, correct it before trying again. Roles without permission can view arrivals but cannot record them.

Build CSV files and check delivery.

CSV export readiness, history and HomeNet connection
CSV export readiness, history and HomeNet connection · Tap to enlarge.
Create CSV
Choose Created from and Created before in UTC, then Apply date range to see eligible final results. These fields filter the export candidates.
No results are ready
Final results require a VIN and Media approval. Passing automated QC is not enough. Check the vehicle’s review status with your merchandising lead.
CSV history
Use Source and State to find manual or scheduled builds. Review the build record before treating the file as ready.
HomeNet Dealer ID
Use the ID supplied for this dealership’s HomeNet connection. Save Dealer ID stores it for this dealership; the field is write-only, so the saved value is not shown back.
Enterprise SFTP settings
The enterprise account manages shared transport credentials and the schedule. Confirm these with Halo during connection setup.
Delivery history
Review scheduled delivery attempts separately from CSV builds. A built file alone does not confirm delivery or that a listing has updated.
Boost-connected stores
Use your configured Boost route and verify the actual listing. Do not enable HomeNet simply because the adapter appears in the menu.

Set up the dealership’s image presentation.

These defaults apply to new presentation runs. Existing listing images stay unchanged.

Select a background and review account presentation assets
Select a background and review account presentation assets · Tap to enlarge.
Selected background
Choose the dealership background or a Halo preset, then Apply background to save the selection.
Upload a presentation asset
Choose Asset type, select the file and enter a useful label. For backgrounds, use an empty 4:3 scene: 2400 × 1800 is recommended; 1600 × 1200 or larger is accepted, up to 30 MiB and 50 megapixels, as a still JPG/JPEG or PNG. Follow the on-screen requirements for each asset type.
Upload behavior
A validated upload becomes the active asset of that type. Previous files remain inactive. Upload logo and banner artwork separately from the background.
Your account assets
Check the Active badge, type and dimensions. Deactivate stops using an active asset; Archive and Delete are asset-management actions, not preview controls. Read the confirmation before changing an asset.
Logo
Choose No logo or your uploaded transparent PNG. Position, width and opacity controls define how it appears.
Bottom banner
Choose No banner or your uploaded artwork. It retains its proportions across the image width. Use No banner when the banner is already part of your background.
Placement preview
Unlock placement when ready to edit. Drag and resize the logo, or use the numeric fields and arrow keys. Shift makes smaller keyboard adjustments; Escape cancels a drag. Save & lock placement stores the result.
Vehicle placement
Use the automatic layout for all eight views or select an individual angle in Adjust. Unlock all-view layout to edit the shared settings. Per-view adjustments are preserved when the shared layout changes.
Size / Left-right / Ground / Shadow
Adjust vehicle scale, horizontal position, ground level and shadow strength. Review all eight angles, then Save & lock placement.
Reset all views
Resets the view adjustments when enabled. Use it only when you intend to replace the current layout.
View buttons / Hide shadows
Switch between eight sample angles to inspect the layout. Hide shadows is a comparison preview and does not change saved settings.
Final image check
The sample preview illustrates placement. Review actual presentation results for vehicle edges, tyre contact, branding and shadows before listing approval.

Give support the useful details.

Send the dealership, vehicle VIN or stock number, session reference, approximate time and exact message or affected view to your Halo contact. Share screenshots privately. Do not post reusable capture links or QR codes publicly.

Contact Halo → hello@haloeye.ai

Your account menu

Use the profile menu at the bottom of the navigation to manage your session or sign out. The Dealer mode and Return to Internal Admin controls shown during a Halo support visit are for delegated support access; dealership staff do not need them.