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Getting StartedAdd Your First Vehicle

Add Your First Vehicle

Vehicles connect a customer to service history, reminders, work logs, and uploaded files.

Steps

  1. Open the customer record or Vehicles.
  2. Select New vehicle.
  3. Add the registration and any known make/model details.
  4. Link the vehicle to the correct customer.
  5. Add odometer and due-date information if available.

Best practices

Use the registration exactly as your team expects to search for it. Update odometer readings when work is completed so reminders and service history stay useful.

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