Operations
Vehicles
Manage customer vehicles used on job cards and invoices.
Overview
Vehicles link customers to the assets you service. Each entry stores make/model and registration details.List view
- Actions: New vehicle, Column manager
- Search: Find by customer name or vehicle number
- Columns: Customer, Make & Model, Vehicle Number
- Empty state: Shows “No vehicles” until you add your first record
Add a vehicle
1
Start a new vehicle
Click New vehicle.
2
Select customer and enter details
Choose the customer, then set Make & Model and Vehicle Number.
3
Save
Save to make the vehicle available when creating job cards.
The vehicle appears for selection on new job cards.
Troubleshooting
Vehicle not linked to the right customer
Vehicle not linked to the right customer
- Selection: Edit the vehicle and switch to the intended customer.
Can't find a vehicle when creating a job card
Can't find a vehicle when creating a job card
- Data entry: Confirm Vehicle Number and customer are correct.
Your vehicle directory is ready for operations.