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Adding your first vehicle

Shane Breckon Updated
This article walks you through adding a vehicle to your inventory for the first time.

Adding a vehicle

On Desktop

  1. Click Vehicles in the side navigation. 

    Vehicles list in the main window
  2. Click New in the toolbar and select the vehicle type (e.g. Passenger Vehicle, Goods Vehicle, Motorcycle). 

    New dropdown showing vehicle type options
  3. If your account has multiple dealerships, select the Owner Dealership from the dropdown and click OK

    Vehicle Owner Dealership dialog with dealership dropdown
  4. The vehicle form opens on the General tab.
  5. Fields highlighted in yellow are recommended but not required. Fill in what you have available: Manufacturer, Model, Variant, Year, Registration Plate No, VIN, and Body Style

    General tab showing recommended fields highlighted in yellow
  6. Navigate to the other tabs and complete any recommended fields where the information is available.
  7. Go to the Administration tab and select the Status for the vehicle. This defaults to On Yard

    Status dropdown on the Administration tab showing On Yard selected
  8. Click Save.

On the App

  1. Open the side menu and tap Vehicles

    Side menu with Vehicles selected
  2. Tap the + button in the top right and select the vehicle type (e.g. Passenger Vehicle, Goods Vehicle, Motorcycle). 

    Add new vehicle menu showing vehicle type options
  3. Enter the Registration or VIN (optional) to pre-populate some of the vehicle details, then select the Owner Dealership, and tap the to confirm. 

    Add New Vehicle dialog with Registration/VIN and Owner Dealership fields
  4. Tap the ✏️ (edit) button in the top right. 

    Vehicle page showing Summary tab
  5. Tap the General tab and fill in the vehicle details. We recommend entering Manufacturer, Model, Variant, Year, and Body Style at a minimum. 

    General tab in edit mode showing Make, Year, and Body fields
  6. Navigate to the other tabs and complete any fields where the information is available.
  7. Tap the in the top right to save.

What's next?

You can fill in as much or as little as you need when first adding a vehicle. All fields can be updated later.

Once saved, the vehicle appears in your inventory list.

The vehicle form has tabs for purchase details, expenses, exterior and interior specs, mechanical details, images, and more. Fill these in at any time as the information becomes available.

For the full guide to managing your vehicle inventory, see Vehicle inventory.

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