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Adding Vehicles

For auto businesses, you can add a vehicle to a client record from the Clients tab.

  1. Navigate to Clients
  2. Search for the desired client 
  3. Open the profile
  4. In the top right, select Add Vehicle button 20197378-33d4a066b6c21cb0d7891f94d3189112.png
  5. Enter the vehicle year, make, model, and engine type  20197467-4ed831356ecad448999030f528d131e9.png
  6. Save your changes 

The vehicle information will now be displayed on the primary client's profile.

20197538-3f38cb01d8860ce3f00f15792a48aec3.png

To add additional vehicles:

  1. Expand the "All Vehicles" menu in the top right 20197573-218eef47ea7c11b558ebe85bc972c8fd.png
  2. Click on the "New Vehicle" option  20197589-8249325be901e926ebf26099b1ed00e9.png
  3. Enter the vehicle year, make, model, and engine type 
  4. Save

 

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