Add or edit a vehicle
By the end of this article you’ll have put a customer’s vehicle on file from your phone — or fixed a plate or color that was wrong — with or without signal.
Where to start
A vehicle always belongs to a customer, so the form opens from somewhere that already knows who they are:
- From a job. Open the job and find its Vehicle card. Add Vehicle starts a new one for that customer; Edit Vehicle opens the one already on the job.
- While booking. In the Vehicle step of a new job or quote, the customer’s vehicles are listed to pick from. If theirs isn’t there — the list reads This customer has no vehicles yet. — tap Add vehicle by VIN. The same form opens in place, and the vehicle you save is picked for the job.
A customer’s own page lists their vehicles but doesn’t add or edit them; go through a job.
Start from the VIN
The VIN is the 17-character code on the driver’s door jamb and at the base of the windshield. It’s optional, but it’s the fastest way to fill the form.
- Tap Scan VIN and point the camera at the barcode on the door label. The app reads it back and asks Does this match the VIN on the label? — compare it character by character, because a barcode can misread one and a wrong VIN is hard to spot once the details are filled in. It matches accepts it; Scan again tries once more. If the app says the code is probably wrong, believe it: the VIN’s own check digit doesn’t add up.
- Or type it into VIN. A VIN is 17 characters and never uses the letters I, O or Q; the form tells you when what’s typed can’t be right, and won’t decode or save until it’s fixed or cleared.
- Tap Decode VIN. With signal, the Year, Make, Model, Trim, Body Class, Drive Type and Fuel Type fill in from the code. Every field stays editable — check them against the car.
Without signal, Decode VIN is greyed and the note under it says so. Type the details yourself and save; the VIN is kept, and you can decode it another time.
Fill in the rest
- Pick the Type: Sedan, SUV, Truck, Van, Motorcycle or Other. It’s what your prices by vehicle type key off.
- Make sure Year, Make and Model are in — those three are required, and the year has to be a real one.
- Add the Color and the License Plate. Neither is required, but a plate is what you’ll type into Find next time.
- Tap Save Vehicle. Vehicle saved. shows briefly and you’re back where you started — the job, or the booking with this vehicle chosen.
If the vehicle is already on file
When you add a vehicle with a VIN the customer already has, the app stops before saving: Vehicle already exists, with the matching code. Open existing uses that vehicle instead of creating a second copy — from a job it opens for editing, and while booking it’s simply picked for the job. Cancel goes back to the form.
The check is by VIN only. A vehicle entered without one can’t be recognized this way, so glance at the customer’s vehicle list first.
Good to know
- Saving works offline. The vehicle is on your phone at once and reaches the office on the next sync.
- Scan VIN only appears on a phone; there’s no scanner in a browser. The camera is asked for the first time you scan — if you declined it, the note under the field tells you to type the VIN instead, and how to turn the camera back on.
- Editing shows the same form with the vehicle’s details already in. Change what’s wrong and tap Save Vehicle; the duplicate check doesn’t run on an edit.
- Cancel asks Discard what you entered? once you’ve typed or scanned anything. Keep editing returns to the form; Discard leaves it as it was.
- If the form says Pick a customer before adding a vehicle., it was opened without one — go back to the job or the booking and start from there.
- Removing a vehicle is done in the office, not from the phone.