Adding a Vehicle to a Booking and Job Card/Invoice
How to Add Vehicle Details to a Booking and Job Card/Invoice
When creating a booking or job card/invoice for a customer, you need to select or add a vehicle. If a vehicle currently exists in the system, under the entered customer, it will appear to the right under the Select a Vehicle (Optional) section. Note: This does NOT mean that you have selected the vehicle - this is merely an option.
Once you select the vehicle (click on the vehicle line), the heading will change from Select a Vehicle (Optional) to the vehicles registration number.
If you need to add a new vehicle, click the '+' button and enter the Rego, Body Type, and any other information you have on the vehicle.
Note: The vehicle can be added to the booking or job card/invoice at any stage prior to processing the finalised invoice.