Customers' cars
Keep a record of each customer's car, with every job, quote, bay booking and inspection on it.
A customer's car has its own record, kept apart from your fleet. It never appears on the map, and it never counts towards your vehicles.
Open a customer from People › Contacts and go to Vehicles.
Add a car
Press Add a car and enter the registration. Make, model, year, colour, mileage, VIN and notes are optional.
You do not have to add cars by hand. When a quote, job or bay booking names a registration, the car is created and linked for you. abc 123 and ABC-123 count as the same car.
See a car's history
Click a car to open it under its row. Every job, quote, bay booking and inspection is listed, and clicking a job, quote or inspection opens it.
Use a saved car
On a new quote, work order, inspection or bay booking, search by registration under Find a saved car, or tap one of the customer's cars. On a quote, work order or inspection, finding the car first fills in the customer too.
Press ⌘K anywhere and type part of a registration to jump to the car.
When a car changes owner
Change the owner on the car's record. Past visits keep the customer who paid for them.
Service reminders
Set Next service on a car, or let Yipii set it: completing a job of the Preventive type puts the next date on the car, using the number of months you choose.
Switch on Service reminders under Finance › Booking forms › Customer messages. Customers are told once for each due date, the number of days ahead you choose, by your usual channel. Nothing goes to a customer with work booked in, a car overdue by more than 60 days, or a customer marked No service reminders.
Cars coming due are listed at the top of Servicing › Due & overdue.
Who can do what
Office staff can add and change cars. Mechanics can find a car but not change it.