# F&I Menu & Product Presentation for Heavy Equipment Dealer Managers

> 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.

- **Role:** [Heavy Equipment Dealer Manager](https://calish.com/workflows/for/heavy-equipment-dealer-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Construction & Ag Equipment Sales](https://calish.com/workflows/specialty/construction-and-ag-equipment-sales/)
- **Action:** F&I Menu & Product Presentation
- **Canonical URL:** https://calish.com/workflows/fandi-menu-and-product-presentation-for-heavy-equipment-dealer-manager/

## 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

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.

## Tools & Integrations

- DIS
- Karmak Fusion
- e-Emphasys
- Email

## How It Works

1. **Discovery call.** We map your current f&i menu & product presentation process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [DIS](https://calish.com/workflows/with/fandi-menu-and-product-presentation-for-heavy-equipment-dealer-manager-with-dis/) — F&I Menu & Product Presentation built natively in DIS
- [Karmak Fusion](https://calish.com/workflows/with/fandi-menu-and-product-presentation-for-heavy-equipment-dealer-manager-with-karmak-fusion/) — F&I Menu & Product Presentation built natively in Karmak Fusion
- [e-Emphasys](https://calish.com/workflows/with/fandi-menu-and-product-presentation-for-heavy-equipment-dealer-manager-with-e-emphasys/) — F&I Menu & Product Presentation built natively in e-Emphasys

## Related Workflows

- [Heavy Equipment Quote Configuration for Heavy Equipment Dealer Managers](https://calish.com/workflows/heavy-equipment-quote-configuration-for-heavy-equipment-dealer-manager/)
- [Rental Fleet Utilization & Pricing for Heavy Equipment Dealer Managers](https://calish.com/workflows/rental-fleet-utilization-and-pricing-for-heavy-equipment-dealer-manager/)
- [Service Department Scheduling for Heavy Equipment Dealer Managers](https://calish.com/workflows/service-department-scheduling-for-heavy-equipment-dealer-manager/)
- [Credit Application Routing for Heavy Equipment Dealer Managers](https://calish.com/workflows/credit-application-routing-for-heavy-equipment-dealer-manager/)
- [Used Vehicle Acquisition for Heavy Equipment Dealer Managers](https://calish.com/workflows/used-vehicle-acquisition-for-heavy-equipment-dealer-manager/)
- [Inventory Pricing & Markdown for Heavy Equipment Dealer Managers](https://calish.com/workflows/inventory-pricing-and-markdown-for-heavy-equipment-dealer-manager/)

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