Customer vehicles: add, history, rego

There's no separate vehicles list: a vehicle belongs to a customer (or a company's fleet). Find one with the search box (Ctrl+K / ⌘K): type the rego, make or model and pick it under Vehicles.

Add a vehicle to a customer

1. Open the contact from CRM → Contacts→.
2. Press + Add on Vehicles (or Create → Vehicle). On a phone, use the Vehicles tab.
3. Type the Rego and press Lookup to fill year, make, model, variant, VIN, colour, engine number and rego expiry. Or type the VIN and press Decode.
4. Check or fill Year, Make and Model (all required) and Variant. If a make or model isn't in the list, use + Add custom at the bottom of the picker.
5. Add Engine No., Colour, Odometer, Rego expiry and Notes (lift kit, tyre size, build sheet…) if you have them.
6. Press Save Vehicle.

For a fleet, open the company and use Create → Vehicle: the vehicle belongs to the company.

Look after it

• On each vehicle card the ⋮ menu has Edit and Deactivate (sold, written off). Deactivated vehicles fold away under Inactive vehicles and can be Reactivated.
• Needs reconciliation means the make or model was typed freely rather than picked. Edit it and pick from the list so it shows up in searches and fitment.
• Pick the vehicle on quotes, jobs, inspections and deals so the history follows it.

The vehicle's record

Ownership, warranty & compliance › on the card opens the vehicle's own page:

• Service history: every job and inspection on it.
• Ownership: who has owned it and when. Transfer ownership closes the current owner's period and starts the new owner's; you can also add a past owner. Sales made in Dealer Management add owners for you.
• Warranty: add warranties (with a document), edit or Void them. Under warranty shows on the vehicle when one is current.
• Warranty claims: raise a claim against a warranty and link it to the workshop job.
• Compliance & approvals: AVV, second-stage approval, compliance plate, PDI and so on, with approved and expiry dates.

Editing these needs Edit contacts & companies or workshop edit rights. If the page says these records aren't switched on for your account, contact support.

If something's not right

• "Rego lookup isn't configured yet": rego lookup needs a provider set up for your business. Ask support, or type the details in.
• "No vehicle found for that rego": check the plate, or decode the VIN instead.
• "The lookup provider replied in an unexpected format": a setup problem, not a missing vehicle. Tell support.
• A make is missing from the list: check the Vehicle Catalogue in Settings → Business details→, or add it with + Add custom.
• Old vehicle links open the customer: that's expected. Vehicle links now go to the owner's page.